ABOUT QUESTIS

WHO WE ARE

Questis is a team of former retirement advisors, passionate software engineers, and inspired visionaries who share one driving goal— to bring the value of personalized financial planning to everyone. We strive to power positive change in financial behavior by building a model that supports an ever-changing financial and life climate. We believe that technology has the ability to deliver integrated, unique, scalable experiences that set your plan participants, plan sponsors, and you up for success today, tomorrow and into the future.

WHAT WE DO

Questis combines the potential of modern software with the power of actionable, personalized financial guidance to build financial wellness programs for retirement advisors, plan sponsors, and participants. We work with you, the advisor, to design an experience that works within and for your business model. Then, we marry what we create with a simple user experience for your participants and plan sponsors, all under your brand.

 

By breaking down the complexity of financial planning into digestible pieces, automating top of mindedness with reminders and goals, and re-adding the human element for validation, support, and confidence, we can change behavior and show tangible progress toward financial well-being. 

OUR HISTORY

We started out as advisors in search of a technology solution to help scale our roles and seamlessly encourage our participants to change their financial habits and better plan for retirement. After searching long and far, the solution we sought simply didn't exist; so we built it. 

We realize the need for a financial wellness technology solution that meets our needs. We plan to build one.

We test our MVP and ask the market for feedback.

We enhance  the platform, our offerings, and bring on more QSPs.

We expand to  partner with recordkeepers, banks, and other financial service providers. We substantially grow our service offerings and existing customer relationships.

2013

2014

2015

2016

2017

2018

2019

Financial wellness emerges as an industry trend. We build a software solution to solve our own problems.

We publically  release the Questis Platform and grant access to our first Questis Service Providers (QSPs).

We onboard 100,000 plan

participants/employees in the first quarter and focus on expanding  our presence in the retirement space.

LEADERSHIP TEAM

THE QUESTIS MISSION

To democratize access to the road to financial well-being and to power the journey for everyone

CORE VALUES

Grit

Quality

Fun

Agility

We don’t rest until our work is done. We act like we own each and everything we do - because we do. We are highly committed, passionate humans who work daily to make the world better.

From code lines to customer calls, we pump out work like it’s our job. We will never sacrifice quality, for quality is our core and we will settle for nothing less than our best.

We work hard and are inspired by what we do, which makes Questis the fun, interesting place it is. So show up, shine on, lather, rinse, repeat.

We are in a permanent state of perpetual beta. We stay hungry, constantly reflect, and nimbly adapt to anything that comes our way.

Unity

Our team is the sum of all its parts.

We want to grow happy, productive, passionate people and foster great experiences from the inside out, daily. No individual is bigger than our mission but every person makes us what we are. We stick together as a team in pursuit of our goals and of greatness - no matter what.

Positivity

We approach every interaction, problem, and issue from a perspective of positivity. This glass 9/10s full mindset triggers a chain reaction that will ultimately lead to a productive, action oriented outcome every time.

Honesty

We are candid, truthful, direct, and respectful in our communication always. We regularly ask ourselves: what do I know, who needs to know, how can I best communicate with that person or group of people, and have I told them to ensure clarity of message and productivity of process.

WANT TO KNOW 

MORE ABOUT QUESTIS?

FIND US IN THE NEWS

Where Are We With Financial Wellness Technology?

May 28, 2019

New White Paper Discusses the Digital Transformation Advisors are Experiencing and the Key Role Financial Wellness Technology Plays

April 8, 2019

Questis Predicts What 2019 Will Bring For Financial Wellness

January 8, 2019

HB Retirement Partners with Questis to Fuel Financial Wellness

November 12, 2018

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