Questis Releases Article Exploring Origins of the 401(k) and Its Role in Today’s Retirement Crisis

February 27, 2018 No comment


Charleston, SC – February 27, 2018 – Today Questis, a financial wellness technology (finwelltech) company, released an article examining the history of the 401(k) and how it is failing the majority of American workers. The 401(k) article challenges retirement plan advisors to see financial wellness technology as the solution to the retirement crisis. “Americans are [...]

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Teaming Up for Financial Wellness

February 20, 2018 No comment


Charleston, SC & Brookfield, WI, (Feb. 20, 2018) — According to the American Psychological Association, American workers are constantly worrying about their finances. This stress causes them to lose efficiency costing their employers millions every year. Teaming up with employers to help solve this challenge in the workplace, Questis is proud to announce a strategic [...]

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Questis Predicts What 2018 Will Bring for Financial Wellness in Financial Wellness Month Predictions Piece

January 30, 2018 No comment


Charleston, SC – January 30, 2018 – Today, in honor of January being financial wellness awareness month, Questis, a financial wellness technology (finwelltech) company, released a piece predicting what will this year will bring for the financial wellness industry. The 2018 financial wellness trends piece was developed to highlight the company’s expectations and hopes for [...]

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MainStreet Financial Planning, Inc to Use Questis for Digital Financial Wellness

November 7, 2017 No comment


Charleston, SC. & Burlingame, CA (Nov. 7, 2017) — Questis is excited to announce today that MainStreet Financial Planning, Inc, a financial planning firm with multiple offices nationwide, has joined the ever-growing list of Questis Service Providers. MainStreet Financial Planning will offer a digital financial wellness platform powered by Questis to their enterprise clients immediately. [...]

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Questis Enters Joint Business Relationship with Alliance Pension Consultants for Digital Financial Wellness

May 2, 2017 No comment


Charleston, SC. & Chicago, IL (May, 2, 2017) — Questis announced today that it has entered a joint business relationship with Alliance Pension Consultants (APC), a retirement plan consulting, record keeping, and third party administration firm, to offer Questis’ digital financial wellness platform to their 700+ clients across the nation. The Alliance Pension team believes [...]

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Questis to Collaborate with Tim Maurer for Financial Content

February 27, 2017 No comment


CHARLESTON, S.C. (February 27, 2017) Questis is pleased to announce a collaboration with personal finance educator and author, Tim Maurer. Maurer will serve as a key Content Partner for the financial wellness firm in Charleston, South Carolina, bringing his Simple Money approach to a growing number of employees nationwide. “We’re excited to have Tim creating [...]

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Questis Selected to Compete in Collision Conference’s LaunchPad PITCH Competition

March 18, 2016 No comment


CHARLESTON, S.C. (March 17, 2016) Questis, a Charleston, SC based Financial Wellness company, has been selected to be one of the startups pitching at the upcoming Collision Conference taking place in New Orleans April 26th – 28th. Eight cities across America with strong startup cultures outside of Silicon Valley were each given the chance to [...]

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Questis Closes Angel Note Round at $2.8MM

January 13, 2016 No comment


CHARLESTON, S.C. (January 13, 2016) Questis has announced the close of its Angel Investor debt financing round. The company, which in the last two years has evolved from being a traditional financial advisory firm to a Financial Wellness platform, has focused the use of the funding on software development. Now that the company has launched [...]

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