When was Questis founded?

Questis was founded in 2004 and raised its 1st funding round 11 years after it was founded.

Where is Questis located?

Questis is headquartered in Charleston, United States. It is registered at Charleston, South Carolina.

How many employees does Questis have?

As of Aug 31, 2026, the latest employee count at Questis is 8.

Is Questis a funded company?

Questis is a funded company, having raised a total of $7.4M across 3 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on Sep 01, 2015.

When was the latest funding round of Questis?

Questis' latest funding was a $***** Series A round on Mar 31, 2017, with participation from 0 investor. Its primary sector is Investment Tech. In United States, the Investment Tech sector has seen $5.39B in funding in 2026 to date.

Where does Questis rank among its competitors?

Questis ranks 14th amongst 44 active competitors, of which 13 are funded. It stands 7th in terms of total funding among its competitors. The most recent competitor to raise funding was Nava Benefits, which secured $30M in Oct, 2025.

Who are the top competitors of Questis?

Questis' top competitors include Expensify, Nava Benefits and Origin. Among them, Nava Benefits secured the most recent funding round in October, 2025.

Questis - 2026 Company Profile, Funding & Competitors

Questis is a series A company based in Charleston (United States), founded in 2004. It operates as a Provider of financial service solutions for enterprises. Questis has raised $7.4M in funding from IOP Capital. The company has 44 active competitors, including 13 funded and 9 that have exited. Its top competitors include companies like Expensify, Nava Benefits and Origin.

Company Details

Provider of financial service solutions for enterprises. It uses AI technology for providing financial information. It aims to improve retention, increase productivity, and reduce financial stress at organizations through their financial coaches and personalized tech platform.

Website: www.questis.co/
Social
Email ID: *****@questis.co
Phone Number: +1 **********
Registered Address: Charleston, South Carolina

Key Metrics

Founded Year

2004

Location

Charleston, United States

Stage

Series A

Total Funding

$7.4M in 3 rounds

Latest Funding Round

Series A, Mar 31, 2017, $*****

Investors

IOP Capital & 1 more

Ranked

14^th among 44 active competitors

Employee Count

8 as on Aug 31, 2026

Similar Companies

Expensify & 136 more

View Questis' full profile

Questis is associated with 2 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Reports
QUESTI, INC. CIN: 4639618 , United States, Active	Sep 22, 2014	-	-	-
QUESTIS CIN: 465442222 , Belgium, Active	Dec 26, 999	-	19 (As on Dec 31, 2022)	-

Questis has raised a total funding of $7.4M over 3 rounds. Its first funding round was on Sep 01, 2015. Questis has 2 institutional investors.

Here is the list of recent funding rounds of Questis:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Mar 31, 2017	8109425	Series A	3178648	1084884	9526816	4387397
Jan 14, 2016	6338646	Venture Debt	6698229	9532659	9990076	Capital A Partners
Sep 01, 2015	9144224	Seed	7823574	8984555	IOP Capital	8236441

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View details of Questis's funding rounds and investors

Questis' employee count trend

Questis has 8 employees as of Aug 26. Here is Questis's employee count trend over the years:

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Top competitors of Questis include Expensify, Nava Benefits and Origin. Here is the list of Top 10 competitors of Questis, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Expensify 2008, San Francisco (United States), Public	Provider of expense management software, corporate cards, and travel booking	$27.8M	Redpoint Ventures, OpenView & 11 others	74/100
2nd	Nava Benefits 2019, New York City (United States), Series C	Provider of employee benefits brokerage and administrative services	$90M	Thrive Capital, Pascal Ventures & 16 others	68/100
3rd	Origin 2019, San Francisco (United States), Series B	Financial planning solutions for employees	$68M	Felicis Ventures, General Catalyst & 13 others	66/100
4th	Brightside 2017, San Francisco (United States), Series B	Online platform for employee financial benefits	$75M	Financial Solutions Lab, Obvious Ventures ... & 6 others	61/100
5th	LearnLux 2014, Boston (United States), Series A	Personal finance skills through online learning tools	$24.5M	Sound Ventures, Crosslink Capital & 19 others	56/100
6th	Your Money Line 2017, Indianapolis (United States), Series A	Employer enables finance management service	$7.32M	First Trust Capital Partners, Allos Ventures ... & 7 others	53/100
7th	Addition Wealth 2021, New York City (United States), Series A	Online platform for financial wellness for employees with access to customized tools, guides, dashboards and individual sessions with financial professionals	$4.2M	Alex and Bart's Angel Fund, Core Innovation Capital ... & 6 others	51/100
8th	Northstar 2017, San Francisco (United States), Acquired	Financial wellness and management platform for employees	$40M	RRE Ventures, Notable Capital & 18 others	50/100
9th	Onward 2015, Los Angeles (United States), Acquired	Employee financial planning software	$2M	Financial Solutions Lab, Gaingels & 1 others	46/100
10th	LifeCents 2005, Washington, DC (United States), Series B	Financial management training platform	$6M	777 Partners	43/100
14th	Questis 2004, Charleston (United States), Series A	Provider of financial service solutions for enterprises	$7.4M	Capital A Partners, IOP Capital	38/100