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Financial Wellness Labs, Inc.

Financial Wellness Labs, Inc.

Private
Charleston, South CarolinaFinTechhttps://financialwellnesslabs.com/

Last Round

Seed

Feb 10, 2025

Total Funding Raised

$13.3M

Momentum

Top 50%

of companies Caplight tracks

Company Overview

Financial Wellness Labs, Inc. is a financial services company that provides a financial wellness platform for enterprises, combining technology with personalized coaching to reduce employee financial stress.

Sector

FinTech

Verticals

HR, Personal Finance, Business Intelligence, Wealth Management

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

financial wellness platformemployee financial wellnessfinancial coachingfinwellemployee benefithuman financial coachingB2B SaaScertified financial plannerHR techpersonal finance appbenefits platformbudgeting toolPEPM billingwhite-label financial wellness

Historical Pricing

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Caplight Momentum Score

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Financial Wellness Labs, Inc. Comparables

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Financial Wellness Labs, Inc. comparables — related companies by embedding similarity
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SmartPath
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LearnLux
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Financial Wellness Labs, Inc. Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedFeb 10, 2025
Series AOct 2, 2017
AngelJan 15, 2016
SeedAug 31, 2015

Key People

Founding team and executive leadership

Lynn Raynault

CEO

Executive Team

Financial Wellness Labs, Inc. Investors

Notable investors and investment history

Financial Wellness Labs, Inc. investors
InvestorRounds
Good Growth CapitalSeries A
Capital A PartnersAngel

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jul 20, 2026

    Open roles increased from 0 to 2, representing 25% of headcount.

  • May 2, 2025

    Monthly visitors grew 779% MoM, reaching 1.6K.

Financial Wellness Labs, Inc. Filings

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Financial Wellness Labs, Inc. filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about Financial Wellness Labs, Inc.'s valuation, stock price, and market status.

Is Questis a public or private company?

Questis is a private company.

What is the current stock price of Questis?

Questis is a private company with no public stock price. No recent secondary market data is available.

How much is Questis worth (valuation)?

Valuation information for Questis is not publicly available.

Can I buy Questis stock?

Questis shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was Questis's last funding round?

Funding round information for Questis is not publicly available.

Who are the main investors in Questis?

Investor information for Questis is not publicly disclosed.

Will Questis IPO soon?

No public IPO plans have been announced for Questis.

How can I track Questis secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Questis's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersCharleston, South Carolina
Employee Range8
Year Founded2004
Last FundingFeb 10, 2025

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