Questal is a NYC-based fintech that owns and operates Questis, a financial wellness service that combines intelligent technology with expert human coaching. Its core product, Questis, empowers individuals to make informed financial decisions effortlessly through an AI-powered platform supported by human coaches. Led by CEO Lynn Raynault, the company plans to use new capital to accelerate the rollout of that AI-powered platform. Questal raised $3.2M in Seed funding from a group of backers including Ken Thompson, Adam Harper, Elizabeth and Michael Bisaro, and Robert Rickey. Board changes reported include Ken Thompson, Adam Harper, and Gardner Horan joining the board alongside Chairman John Miller and CEO Lynn Raynault. The company positions itself at the intersection of intelligent technology and human advisory to improve personal finance. Questis offers a financial wellness platform that combines software and credentialed advisers to guide employers and employees. The solution measures behaviors, sets goals and automates investing while blending personalized advice, education and technology. The company emphasizes a science-based, academic approach to portfolio management and financial planning and focuses on personal coaching to help employees manage money and stay engaged at work. Questis is led by CEO Steve Wilbourne and is based in Charleston, SC. It completed a $2.8M angel debt financing round and plans to use proceeds for product scaling, sales and channel partner efforts. The company is preparing to move into a Series A round from venture capital firms to continue product development and support marketing and sales. Questis develops an employer financial wellness product that combines software with credentialed financial advisors to deliver personalized advice and education. The company's approach emphasizes a science-based academic methodology to bring portfolio management and financial planning to employees. Led by CEO and co-founder Steve Wilbourne, Questis sells its solution to employers and counts clients such as Environmental Express, Blue Acorn, South Carolina Ports Authority, SCRA and eGroup. In April 2015 the Charleston, SC-based company raised $2M in seed funding. The round was led by Charleston-based angel investors with additional participation from IOP Capital. Questis plans to use the proceeds to build out the team, expand into other major U.S. markets, and prepare for an A round.

Total raised

$8M

Funding rounds

3

Latest round

Seed

Latest activity

Feb 2025