Quinn, an AI-powered financial planning platform, has secured $11m in seed funding round led by Viola Fintech, alongside existing investors.
The platform aims to revolutionise how financial institutions provide personalised wealth advice on a large scale.
Traditional financial advisory models often struggle with a 1:100 advisor-to-client ratio, leaving many without adequate service.
Quinn addresses this issue by utilising advanced AI to expand access to financial planning and advice. The platform integrates seamlessly within financial systems, offering real-time, customised advice to clients, thus broadening access to financial guidance.
Quinn’s approach is based on the belief that embedded financial planning represents the future of the industry. Trusted by major financial institutions, the platform is available in embedded, co-branded, or fully white-labelled formats. This flexibility allows for easy API integration with existing systems, ensuring quick deployment and immediate client impact.
Quinn co-founder and CEO Royi Markowitz said: “The future of wealth management isn’t about replacing advisors, it’s about amplifying them. We’re enabling institutions to offer deeply personalised, actionable advice to every customer, without compromising quality or trust.”
The platform boasts several key features. Clients can complete comprehensive financial assessments in under 12 minutes, while AI-generated financial plans provide actionable insights in just 30 seconds. This efficiency enhances upsell and cross-sell performance by delivering recommendations within the context of a financial plan, increasing engagement with premium products and services.
By automating core advisory tasks, Quinn allows Certified Financial Planners to serve more clients without expanding their teams, enabling them to focus on high-value, human interactions.
