AI-driven financial planning and advice platform Quinn has emerged from stealth with $11 million in seed funding led by Viola Fintech.
Quinn’s platform utilizes AI to expand access to financial planning and advisory services. It can be offered as an embedded, co-branded, or fully white-labeled solution, facilitating rapid deployment through API integration with existing systems.
According to Quinn, their technology allows clients to provide advisor-level onboarding in under 12 minutes, generate financial plans in 30 seconds, and deliver tailored recommendations for upselling and cross-selling.
“The future of wealth management isn’t about replacing advisors; it’s about amplifying them,” says Royi Markowitz, CEO of Quinn. “We’re enabling institutions to offer deeply personalized, actionable advice to every customer, without compromising quality or trust.”