Key facts
- Questis’s last known valuation is $8.2M (Feb 2025).
- It has raised $3.2M; the latest was Seed Round ($3.2M) in Feb 2025.
- Notable investors include Adam Harper, Elizabeth Bisaro, Kenneth Thompson, Mike Bisaro, Rob Rickey.
- Status: Privately Held (backing).
- ·The complete investor list — 5 names
- ·Watchlist + deal alerts for Questis
- ·The full record, as it builds
Funding rounds
No funding rounds for Questis are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Questis
Developer of a personal financial management platform designed for financial wellness services. The company's platform is designed to provide a scalable, secure, and practical way to offer personalized financial guidance, connecting users with certified financial coaches and proven systems from financial firms, using behavioral science to enhance decision-making, enabling individuals to make informed financial decisions effortlessly.
- Sector
- Financial Services
- HQ
- Englewood, NJ, United States
- Founded
- 2023
- Employees
- 11
- Website
- questis.co/
- Ownership
- Privately Held (backing)
Questis doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Questis shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Questis in its N-PORT filings yet. We sweep new filings monthly.