Startup Sense Podcast

Questis has created a financial wellness platform for companies and their employees because it's well documented that financial stress leads to increased employee productivity so it certainly makes sense that companies would want happy, stress-free employees. Steve and his business partner John Tabb started Questis back in 2004 as an Investment Advisory firm but after 6+ years of running that business and providing advice to retirement plan clients they realized their was a much bigger opportunity to build the current platform solution. Questis is based in Charleston, South Carolina and has already closed on $3.6 million with another $2 million closing in the next couple months.  In this interview I spoke with Steve about Questis and what the company does, why did they decide to pivot away from the Investment Advisory business, how are they growing the Questis platform through marketing and partnerships, what is their client acquisition strategy, what has been their fundraising strategy, what has been their r