Quinn, an AI-powered financial planning and advisory platform, has officially emerged from stealth mode with the aim of democratising access to personalised wealth management.
The company has raised $11m in a seed funding round led by Viola Fintech, with participation from existing investors. The investment is set to fuel Quinn’s mission to transform the way financial advice is delivered by institutions.
Quinn’s platform leverages artificial intelligence to offer real-time, customised financial guidance embedded directly within financial platforms. By overcoming the limitations of the traditional 1:100 advisor-to-client ratio, Quinn is enabling scalable and inclusive wealth planning services that can reach previously underserved populations.
Founded by technology veterans with over 15 years of FinTech experience and two decades in machine learning and data systems, Quinn provides institutions with a platform that can be embedded, co-branded or white-labelled. The solution is already being used by financial institutions seeking to deploy scalable, high-quality financial planning at speed.
Key capabilities of the platform include advisor-level onboarding in under 12 minutes, instant financial plans generated in just 30 seconds, and tools that enable Certified Financial Planners to serve more clients without compromising on quality or trust.
Quinn CEO and co-founder 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 personalized, actionable advice to every customer, without compromising quality or trust.”
Quinn CTO and co-founder Asaf Amir added, “Financial planning has long been too exclusive, serving the wealthy few. We built Quinn to change that. By embedding financial planning into the heart of financial institutions, we’re making advice universally accessible and unlocking exponential advisor productivity.”
Keep up with all the latest FinTech news here
Copyright © 2025 FinTech Global
