Quinn
Category: AI in Fintech
An AI-driven financial planning and advice platform for financial institutions and advisory firms to deliver personalized wealth advice at scale. Quinn was founded in 2022. The company is led by Royi Markowitz. Based in New York, NY, USA. Team size: 20-50. Total funding raised: $11M. Latest round: Seed. Key investors include Viola Fintech (Lead).
- Founded
- 2022
- Headquarters
- New York, NY, USA
- Team size
- 20-50
- Total funding
- $11M
Value proposition
Amplifies financial advisor productivity by automating core planning tasks, enabling them to serve more clients and focus on high-value interactions. It also helps boost upsell and cross-sell performance by embedding personalized, fiduciary-level financial plans.
Products and solutions
Embeddable AI-driven financial planning platform (co-branded or white-labeled), Automated portfolio recommendations and risk assessment tools, API for integration with existing systems
Unique value
The platform is designed to amplify, not replace, human advisors. It focuses on embedding financial planning directly into financial institutions' existing tech stacks to make personalized advice universally accessible and unlock advisor productivity.
Target customer
Financial institutions, advisory firms, and publishers.
Industries served
Wealth Management, Financial Services, Publishing (Affiliate Revenue)
Technology advantage
Proprietary AI and machine learning algorithms that automate comprehensive financial plan generation and routine analysis, allowing for scalable and trustworthy advice. The platform is built by veterans with deep experience in both fintech and machine learning.
How they differentiate
Quinn differentiates by focusing on an embedded, API-first approach that integrates into existing workflows, amplifying advisor efficiency rather than acting as a standalone tool. It aims to provide deeper, more personalized plans than generic robo-advisors or traditional planning software.
Main competitors
Envestnet MoneyGuide, eMoney Advisor, RightCapital
Key partnerships
Already trusted by leading financial institutions (specific names not disclosed).
Notable customers
Trusted by leading financial institutions (names not disclosed).
Major milestones
Emerged from stealth. Secured $11 million in seed funding.
Growth metrics
Recently emerged from stealth, specific growth metrics are not public.
Market positioning
An emerging disruptor targeting financial institutions that want to scale advisory services beyond the traditional high-net-worth market. It positions itself as a partner to amplify advisors' capabilities through AI.
Geographic focus
Primarily US-focused, with investors based in the US and Israel.
Patents and IP
No publicly disclosed patents.
About Royi Markowitz
Royi Markowitz is the Co-Founder and CEO of Quinn. He has a background in both the public and private sectors, including experience as an executive officer in the Israeli Prime Minister's office.
Official website: https://www.quinnadvisor.com/