Questis, a Charleston, SC-based developer of a financial wellness product combining software and credentialed financial advisors, raised $2m in seed funding.
The round was led by Charleston-based angel investors with additional participation from IOP Capital.
The company plans to use the funding to build out the team, scale into other major strategic markets across the United States, and prepare for their A-Round financing.
Led by Steve Wilbourne, CEO and Co-Founder, Questis provides employers with a financial wellness solution that blends personalized advice and education and a science-based academic approach to bring portfolio management and financial planning to client’s employees to handle their money.
Clients include Environmental Express, Blue Acorn, South Carolina Ports Authority, SCRA, eGroup, and more.