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Quinn’s platform seamlessly embeds within financial platforms via API and enables advisors to deliver personalized, bespoke advice at scale in real-time by onboarding clients in under 12 minutes and generating financial plans in 30 seconds

June 26, 2025 //  by Finnovate

Quinn  has emerged from stealth and raised $11 million in Seed funding led by Viola Fintech with participation of existing investors, to transform how financial institutions deliver personalized wealth advice at scale. Traditional financial advisory models are constrained by a 1:100 advisor-to-client ratio, leaving millions underserved. Quinn breaks that barrier by leveraging advanced AI to substantially grow the market that has access to financial planning and advice. The platform seamlessly embeds within financial platforms, offering real-time and bespoke advice to every client, democratizing access to financial guidance. Quinn’s platform is available as an embedded, co-branded or fully white-labeled experience, allowing for seamless API integration with existing systems, enabling rapid deployment and immediate client impact. Key platform capabilities include: Advisor-Level Onboarding in Under 12 Minutes – Clients complete comprehensive financial assessments with unprecedented speed and ease. Instant Financial Plans in 30 Seconds – AI-generated financial plans empower users with actionable insights instantly. Boosted Upsell and Cross-sell Performance – Recommendations delivered in the context of a financial plan drive higher engagement with premium products and services. Scalable Advisor Productivity – By automating core advisory tasks, Quinn enables Certified Financial Planners® (CFP® Professionals) to serve significantly more clients without increasing headcount, freeing them to focus on high-value, human interactions.

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Category: Robos & Wealth, Innovation Topics

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