Quartz, a UK-based wealth platform that brings together everything a person owns and pairs it with an AI assistant to deliver personalised financial guidance, has launched in the UK after securing £2.75m in pre-seed funding.
The round was led by Daphni, with participation from Outward VC and K Fund, alongside a group of angel investors including Kantox founder Philippe Gelis and former N26 and Kraken chief product officer Gilles BianRosa.
The company has been testing its platform since the beginning of the year, and more than £10m of its members’ assets are already being tracked.
Following the launch, Quartz will begin admitting members from its UK waitlist in batches, by invitation, as the business focuses on the quality of each new member’s experience over the pace of growth.
Quartz was founded to close a long-standing gap in wealth management, where consumers have traditionally had to choose between costly, personalised advice or standardised products offering little guidance.
The company’s co-founder, André Silva, who previously led global expansion at Revolut, said that while millions of people gained access to fast, transparent banking, the more valuable guidance needed to grow their money remained expensive and largely limited to wealthy clients. Alongside co-founder Mateus Mesquita Alves, the team set out to build technology that could extend that kind of guidance to a much wider group of people.
At the core of Quartz’s offering is its own aggregation technology for pensions and brokerage accounts, built in-house over the past year. The company has registered with the UK Financial Conduct Authority as an Account Information Service Provider, allowing it to securely connect to customers’ pensions, ISAs, savings and investment accounts, with permission, and consolidate financial information that would otherwise sit fragmented across multiple providers.
Layered on top of this is Charlie, an AI-based assistant designed to learn a user’s goals, monitor markets on their behalf, and surface relevant information at the right time, allowing members to interact directly with their portfolio.
Daphni partner Paul Bazin said, “The wealth management industry has always been very good at serving its non-digital native clients, but it isn’t equipped for the new generation, whose expectations are entirely different. Quartz is the first team we’ve seen with both the product instincts and the regulatory foundations to serve them properly.”
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