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Category:
Wealth, Financial Wellness, Financial Education
VALUE:
Questis transforms businesses into life-changing employers by helping employees solve the root causes of financial stress.
What makes us special:
Finances are hard. No one should have to navigate them alone. Questis meets people at the paycheck with compassionate, unbiased coaching, and next-generation technology to drive financial behavior change and build resilient workforces.
About
Questis is a complete personal finance solution for businesses that transforms employees’ relationships with money. We are on a mission to change the way people think about money, empower them to take control of their financial situation, and implement sustainable behavior change. Our innovative experience meets people at their paycheck with these three keys to behavior change:

Coaching
Financially stressed people need more than educational content; they need strong personal connections and consistent, compassionate coaching. Questis coaches dig deep to deliver relationship-driven support by understanding the whole person, not just their personal finances.

Technology
Questis uses AI and Machine Learning to aggregate financial information in one secure place, create a personalized user experience, and deliver timely behavior-change prompts—on any device and any schedule.

Community
Questis Communities offers an infinite array of ways to explore and engage through workshops, challenges, courses, peer groups and more. Whether you’re a beginner or advanced user, there are always Financial

Empowerment opportunities.
Questis is trusted by 1200+ companies making a life-changing impact today.

Improved Overall Employee Wellness
Increased Benefit Adoption and Participation
Enhanced Employee Engagement and Productivity
Decreased Employee Turnover
Sustainable Financial Behavior Change
Financially Resilient Workforces
We are excited to have enhanced our core offering with Financial Empowerment. Partnering with Questis has helped us bring new value to our clients and their employees, proving return on investment, decreased healthcare costs, and ultimately–financial healing.
Richard Dunn
PHP of the Carolinas
Resources
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How Questis Works

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About Questis: Hear from the Founder & Head of Coaching

Reduce Turnover by 33% with Financial Empowerment

Featured Success Story
Dermalogica – Customer Success Story
See how Dermalogica cut hours of tedious admin work out of open enrollment each year and continue to increase employee adoption year over year.
Latest Partner News
PlanSource Unveils New Partner Marketplace

PlanSource Unveils New Partner Marketplace

Recent Resources
Partner of the Week: MetLife Legal Plans
Partner of the Week: MetLife Legal Plans
Wagmo | Weekly Source: Christie Horvath
Wagmo | Weekly Source: Christie Horvath
How can employers manage or reduce employee stress through benefits?
How can employers manage or reduce employee stress through benefits?
Latest News
PlanSource Announces 13 New Partners Joining the Partner Marketplace in Q4

PlanSource Announces 13 New Partners Joining the Partner Marketplace in Q4