Quinn provides an AI-driven financial planning and advice platform that embeds real-time, bespoke guidance into existing financial platforms via APIs, co-branded or white-labeled experiences. The product aims to democratize access to advisor-level financial planning by automating core advisory tasks and boosting advisor productivity. Key capabilities include rapid onboarding, instant AI-generated financial plans, and contextual recommendations that drive upsell and cross-sell. Quinn positions its platform to scale personalized advice far beyond traditional advisor-to-client ratios and to free human advisors for high-value work. The company emerged from stealth alongside an $11 million Seed financing led by Viola Fintech. Quinn’s founding team brings extensive fintech and machine-learning experience, which the company cites as foundational to building trustworthy, scalable advice.

Total raised

$11M

Funding rounds

1

Latest round

Seed

Latest activity

Jun 2025