Employee Financial Wellness Attitudes and Behaviors
ABOUT QUESTIS
WHO WE ARE
Questis is a team of former retirement advisors, passionate software engineers, and inspired visionaries who share one driving goal— to bring the value of personalized financial planning to everyone. We strive to power positive change in financial behavior by building a model that supports an ever-changing financial and life climate. We believe that technology has the ability to deliver integrated, unique, scalable experiences that set your plan participants, plan sponsors, and you up for success today, tomorrow and into the future.
WHAT WE DO
Questis combines the potential of modern software with the power of actionable, personalized financial guidance to build financial wellness programs for retirement advisors, plan sponsors, and participants. We work with you, the advisor, to design an experience that works within and for your business model. Then, we marry what we create with a simple user experience for your participants and plan sponsors, all under your brand.
By breaking down the complexity of financial planning into digestible pieces, automating top of mindedness with reminders and goals, and re-adding the human element for validation, support, and confidence, we can change behavior and show tangible progress toward financial well-being.
OUR HISTORY
We started out as advisors in search of a technology solution to help scale our roles and seamlessly encourage our participants to change their financial habits and better plan for retirement. After searching long and far, the solution we sought simply didn't exist; so we built it.
We realize the need for a financial wellness technology solution that meets our needs. We plan to build one.
We test our MVP and ask the market for feedback.
We enhance the platform, our offerings, and bring on more QSPs.
We expand to partner with recordkeepers, banks, and other financial service providers. We substantially grow our service offerings and existing customer relationships.
2013
2014
2015
2016
2017
2018
2019
Financial wellness emerges as an industry trend. We build a software solution to solve our own problems.
We publically release the Questis Platform and grant access to our first Questis Service Providers (QSPs).
We onboard 100,000 plan
participants/employees in the first quarter and focus on expanding our presence in the retirement space.
LEADERSHIP TEAM
CEO
Steve Wilbourne is the founder of Questis and leads the strategic direction of the company. His goal ultimately is that through technology, Questis can democratize access to financial guidance and to power positive financial outcomes for everyone.
PRESIDENT
John Tabb is the cofounder and President of Questis. A former financial advisor and Certified Financial Planner®, John leads the product vision with the user and advisor in mind.
COO
Anthony Del Porto is the Chief Operating Officer for Questis. An engineer by trade and an entrepreneur at heart, Anthony uses his extensive skill set and varied background to align Questis’ operations from the inside out.
EXECUTIVE OFFICER
Andy Kramer, Executive Officer, has over twenty-five years of experience in the financial services industry focused in business development. Andy has previously served in senior management positions both in the for profit and non-profit world.
DIRECTOR OF BUSINESS OPERATIONS
Natalie Tucker Joynson is the Director of Business Operations at Questis.
SVP WORKSITE, INNOVATION, & EMPLOYEE EXPERIENCE
Jamie Linkowski is the head of worksite solutions for Questis, a total wellness technology company. With over 30 years of experience in the defined contribution world, Jamie has integrated innovation, intelligent algorithms, and prescriptive employee benefit design to help employers address their human capital management needs and measurably improve business outcomes.
VP STRATEGIC PARTNERSHIPS
Ed Meltzer is the VP Strategic Partnerships at Questis. Ed brings over 20 years of experience in the qualified plan and financial services industries. Ed is passionate and driven to play a key role in driving success for all stakeholders.
DIRECTOR OF PRODUCT
Britt Foster is the Director of Product for Questis. Originally from a SaaS background, Britt has more than a decade of technical experience in finance and benefits technology. From strategy and vision, through configuration, delivery, and ongoing support, Britt is laser focused on Questis’ product vision, roadmap, and doing whatever required to best solve customer problems.
CHIEF TECHNOLOGY OFFICER
Kurt Kraus, Chief Technology Officer at Questis, has a passion for building innovative technology with the power to improve peoples' overall wellness.
