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Quest
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Quest is a financial planning app that helps users plan, save, budget, and invest—while making personal finance more engaging through gamification, they said.
With a mission to improve financial literacy in the U.S., Quest aims to make complex financial concepts accessible, rewarding, and fun for everyone.
“Owning my own advisory firm and talking to nearly 2,000 people a year about financial planning, investment strategy, and retirement goals, it’s obvious that there is a real need for financial education in the U.S.,” the company said. “Financial literacy typically isn’t taught well in high school, in college, or in the workforce—it’s even become a taboo in many families.”
Since launching just a year ago, the biggest challenge Quest has faced is making the complexities of financial services easier to understand and then placed into a user-friendly app.
“We’ve been working to successfully create a platform that takes the universe of financial knowledge and recreates a sandbox where anyone can learn how to build out their own specific financial goals in a clear way,” the company said.
“Anyone that wants to change the direction of their financial future, learn more about finance, change their family tree, and build real wealth has an equal opportunity to do so,” the company said. “Indiscriminately caring about people is what we are most proud of.”
