Questis provides a financial wellness solution combining a personal finance platform with unlimited one-on-one coaching from Certified Financial Planners. This integrated approach helps employees manage budgeting, track spending, and navigate their financial journey. The platform delivers actionable insights to employers seeking to reduce workforce financial stress and improve retention.
Funding
$5.4M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Many employees experience financial stress, which can lead to decreased productivity, higher turnover rates, and increased absenteeism in the workplace. Traditional financial wellness programs often lack personalization and fail to address the root causes of individual financial challenges. This results in limited engagement and minimal impact on employees' overall financial well-being.
Solution
Questis offers a comprehensive financial wellness platform that combines AI-driven technology with personalized, one-on-one coaching and community support to foster financial resilience among employees. The platform provides a holistic view of an individual's finances through real-time account aggregation, AI-powered budgeting assistance, and investment tracking tools. Certified financial coaches offer tailored advice and guidance, helping employees navigate daily budgeting, debt management, and long-term financial planning. By addressing the underlying causes of financial stress, Questis aims to improve employee retention, increase productivity, and create a more engaged and financially secure workforce.
Target Audience
Questis primarily targets employers looking to enhance their employee benefits package, improve employee retention, and boost productivity by addressing financial stress in the workplace.
Features
- AI-driven budgeting assistant for personalized spending plans and savings recommendations
- Real-time account aggregation for a comprehensive view of all financial accounts in one dashboard
- Unlimited one-on-one coaching sessions with certified financial planners
- Private social network where members can connect, share tips, and work toward common financial goals
- Personalized user experience with timely behavior-change prompts
- Mobile accessibility for on-the-go financial management
- Employer dashboard providing insights into the financial well-being of their workforce