Quinn
Embeddable AI financial planning and advice for institutions
Quinn provides an AI-driven financial planning and advice platform that banks and other institutions can deploy as embedded, co-branded or white-labelled offerings. It targets scaling advice to mass-affluent clients beyond human advisor capacity.
GAII take
B2B2C advice-at-scale model; success depends on bank distribution deals.
B2B2C advice-at-scale model; success depends on bank distribution deals.
- Website
- quinnadvisor.com
- Headquarters
- North America
- Company type
- Startup
- Funding
- $11M · Pre-seed / Seed
- Latest round
- Seed · $11M · Jun 2025
- Status
- Active
- Founders
- Royi Markowitz, Asaf Amir
- Investors
- Viola Fintech
- Buyer
- Wealth managers & RIAsRetail investors
- Asset class
- Multi-asset
- Workflow
- Portfolio construction
- Ai capability
- Agents & automationGenerative content
- Delivery
- SaaS applicationAPI / data feed
GAII ID GAII-T0363 · Updated 2026-10-22 · Compiled from public sources for educational and informational purposes. Not investment advice.