Quinn, a startup focused on AI-driven financial planning and advisory tools, has emerged from stealth with $11 million in seed funding led by Viola Fintech.
The platform allows financial institutions to scale their advisory capabilities by embedding AI tools into existing systems via API. Quinn supports white-label, co-branded, or integrated implementations for seamless deployment.
According to the company, its technology enables:
- advisor-level client onboarding in under 12 minutes;
- AI-generated financial plans delivered in 30 seconds;
- personalized upselling and cross-selling suggestions based on user behavior.
“The future of wealth management isn’t about replacing advisors — it’s about augmenting them,” said Quinn CEO Roy Markowitz. “We empower institutions to offer deeply personalized, actionable guidance at scale, without compromising trust or quality.”