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Quinn, an AI-powered financial planning and advice platform based in New York, has emerged from stealth and secured US$11 million in Seed funding.
The round was led by Viola Fintech, with participation from existing investors.
The platform aims to address the limitations of traditional financial advisory models, which typically operate with a 1:100 advisor-to-client ratio, by using AI to expand access to personalised financial guidance.
Quinn integrates directly into financial institutions’ platforms via API, providing real-time, tailored advice to clients at scale. It is available in embedded, co-branded, or white-label formats.
Founded by a team with over 15 years of experience in fintech and 20 years in machine learning and data systems, Quinn is designed to deliver scalable and reliable financial advice.
Royi Markowitz
“The future of wealth management isn’t about replacing advisors, it’s about amplifying them,”
said Royi Markowitz, Co-Founder and CEO of Quinn.
“We’re enabling institutions to offer deeply personalised, actionable advice to every customer, without compromising quality or trust.”
Noam Inbar, Partner at Viola Fintech, said,
Noam Inbar
“Quinn is a powerful example of contextual fintech in action and aligns perfectly with our thesis delivering personalised, high-impact financial advice exactly when and where it’s needed,”
“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.”
Featured image credit: Edited by Fintech News America, based on image by freepik