AI-powered financial planning platform Quinn has emerged from stealth mode with $11 million in seed funding, led by Viola Fintech. The company aims to transform how financial institutions deliver wealth management services by offering an embedded, co-branded, or white-labeled platform that integrates via API for rapid deployment.
Quinn’s platform is designed to democratize access to quality financial advice. It enables clients to deliver advisor-level onboarding in under 12 minutes, generate AI-powered financial plans in just 30 seconds, and provide personalized recommendations for cross-selling and upselling. By leveraging artificial intelligence, Quinn supports institutions in expanding their advisory reach without compromising trust or quality.
“The future of wealth management isn’t about replacing advisors—it’s about amplifying them,” said Royi Markowitz, CEO of Quinn. “We’re enabling institutions to offer deeply personalized, actionable advice to every customer.”
The funding will be used to further develop the technology, expand partnerships with financial institutions, and enhance the platform’s capabilities as it scales across new markets.