Quinn Raises $11 Million in Seed Funding to Expand AI-Driven Financial Planning Platform
Quinn, a New York City-based provider of an AI-powered financial planning and advice platform, has successfully raised $11 million in a Seed funding round, as reported by Axios. The round was led by Viola Fintech, with participation from existing investors. The company plans to use the funds to scale its operations and continue enhancing its platform.
AI-Powered Financial Planning Platform
Quinn, led by CEO Royi Markowitz, offers an innovative financial planning solution that leverages artificial intelligence to provide personalized financial advice at scale.
The platform is designed to enable financial institutions to deliver advisor-level experiences to their clients. By automating key advisory tasks, Quinn helps institutions streamline operations while maintaining high-quality, tailored financial advice.
Also read: Goldman Sachs Launches AI Assistant to Boost Productivity Across Its Workforce
Key Capabilities of the Quinn Platform
Quinn’s AI-powered platform streamlines onboarding, delivers instant financial plans in 30 seconds, and boosts upsell opportunities with tailored recommendations. By automating key tasks, it helps financial advisors serve more clients efficiently while focusing on high-value interactions.
With the new funding, Quinn aims to further expand its platform’s capabilities and reach, supporting more financial institutions in providing advanced, scalable, and efficient financial planning services.
The company is positioning itself as a leader in transforming the financial advice sector through the integration of AI, delivering high-quality solutions at scale.
