Revolutionary platform redefines financial advisory with scalable embedded advice for the masses
Quinn, an AI-driven financial planning and advice platform, today announced it has emerged from stealth and raised $11 million in Seed funding led by Viola Fintech with participation of existing investors, to transform how financial institutions deliver personalized wealth advice at scale.
Traditional financial advisory models are constrained by a 1:100 advisor-to-client ratio, leaving millions underserved. Quinn breaks that barrier by leveraging advanced AI to substantially grow the market that has access to financial planning and advice. The platform seamlessly embeds within financial platforms, offering real-time and bespoke advice to every client, democratizing access to financial guidance.
Quinn’s mission is rooted in the belief that embedded financial planning is the future. Already trusted by leading financial institutions, Quinn’s platform is available as an embedded, co-branded or fully white-labeled experience, allowing for seamless API integration with existing systems, enabling rapid deployment and immediate client impact.
Founded by a team of technology veterans with over 15 years of experience in fintech and 20 years of experience in machine learning and complex data systems, Quinn is uniquely equipped to tackle the complexity of scalable, trustworthy financial advice.
“The future of wealth management isn’t about replacing advisors, it's about amplifying them,” said Royi Markowitz, Co-Founder & CEO of Quinn. “We’re enabling institutions to offer deeply personalized, actionable advice to every customer, without compromising quality or trust.”
“Financial planning has long been too exclusive, serving the wealthy few. We built Quinn to change that,” added Asaf Amir, Co-Founder & Chief Technology Officer of Quinn. “By embedding financial planning into the heart of financial institutions, we’re making advice universally accessible and unlocking exponential advisor productivity.”
“Quinn is a powerful example of contextual fintech in action and aligns perfectly with our thesis delivering personalized, high-impact financial advice exactly when and where it’s needed,” said Noam Inbar, Partner at Viola Fintech. “We are excited to back this team because of their rare combination of strong capabilities and experience, and a clear vision for redefining access to financial guidance at scale.”
Key platform capabilities include:
- Advisor-Level Onboarding in Under 12 Minutes – Clients complete comprehensive financial assessments with unprecedented speed and ease.
- Instant Financial Plans in 30 Seconds – AI-generated financial plans empower users with actionable insights instantly.
- Boosted Upsell and Cross-sell Performance – Recommendations delivered in the context of a financial plan drive higher engagement with premium products and services.
- Scalable Advisor Productivity – By automating core advisory tasks, Quinn enables Certified Financial Planners® (CFP® Professionals) to serve significantly more clients without increasing headcount, freeing them to focus on high-value, human interactions.
About Quinn
Quinn is an AI-powered financial planning platform enabling financial institutions to scale high-quality, personalized advice. Utilizing artificial intelligence, Quinn empowers platforms to deliver advisor-level experiences at unprecedented scale.
For more information, visit www.quinnadvisor.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20250624368694/en/
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