Quinn Raises $11M: AI Financial Planning Funding
- Quinn, an AI-powered financial planning platform for fintech firms and investment banks, has secured $11 million in seed funding led by Viola Fintech, a venture capital investing fund...
- “Financial planning has long been too exclusive, serving the wealthy few.
- Quinn, launched last October, has allowed users to gain access to customized financial advice and plans within a 30-second period, following a brief “advisor-level” onboarding process.
Quinn, an AI-powered financial planning platform for fintech firms and investment banks, has secured $11 million in seed funding led by Viola Fintech, a venture capital investing fund with about $200 million in assets under management. Existing investors in Quinn also contributed to the funding.
“Financial planning has long been too exclusive, serving the wealthy few. We built Quinn to change that,” Asaf Amir, co-founder & CTO of Quinn, said. “By embedding financial planning into the heart of financial institutions, we’re making advice universally accessible and unlocking exponential advisor productivity.”
Quinn, launched last October, has allowed users to gain access to customized financial advice and plans within a 30-second period, following a brief “advisor-level” onboarding process.
The platform offers capabilities including retirement planning, personalized upsell and cross-sell recommendations, savings strategies, and investment strategies.
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