Quinnadvisor
New York City, US · 2 known investors
Quinn is an AI system that automates foundational financial planning and delivers fiduciary-grade financial guidance, operating as an SEC-registered investment advisor. It is sold to banks, credit unions, fintech platforms, wealth managers, RIAs, and content publishers as embedded, white-labeled, or co-branded software.
Founders & leadership
Investors · 2
Company profile
researched Aug 2026Quinn is an AI-driven financial planning platform that emerged from stealth in June 2025. Its software is embedded into the systems of banks, brokerages and fintech platforms, and can be deployed white-labeled, co-branded or via API, allowing those institutions to deliver personalized, real-time financial advice to retail customers who typically fall outside traditional wealth management.
The company frames its target problem as the conventional roughly 1:100 advisor-to-client ratio, which leaves middle-class and emerging investors without actionable guidance. Rather than replacing certified professionals, Quinn positions the platform as automating core planning tasks so CFP professionals can serve more clients while concentrating on complex engagements. At the time of the seed announcement the company had 17 employees based in Tel Aviv, London and New York, with its intellectual property developed in Israel.
Founding story
Co-founders Royi Markowitz (CEO) and Asaf Amir (CTO) began working with financial advisors at around the same time and, in conversation, concluded that most people never gain access to such services and that AI could scale financial advice. Markowitz has also cited his father's death at 58, in which financial stress played a major role, as motivation, describing financial advice as a basic human need that should not depend on income.
Business model
Quinn sells to financial institutions rather than directly to consumers, distributing its planning engine as an embedded, white-labeled, co-branded or API-integrated component of the institution's own systems.
Traction
Pilots underway with several U.S.-based financial institutions and onboarding of U.S. clients reported as of June 2025; 17 employees.
Latest developments
In June 2025 Quinn announced an $11 million seed round led by Viola Fintech with participation from existing investors, coinciding with its emergence from stealth.
▸Full profile — market position, technology, go-to-market, geography, history, risks & controversies
Market position
Quinn positions itself against traditional wealth management, which the founders characterize as serving a wealthy minority, in an industry the company describes as managing $140 trillion in assets.
The founders emphasize machine learning originally developed for national defense applications, sub-30-second plan generation, 12-minute onboarding, and a supervisory system that detects and escalates bad advice rather than only security breaches.
Technology
The platform applies machine learning techniques that the founders describe as adapted from military/defense systems to consumer finance. It generates detailed financial plans in under 30 seconds and completes advisor-level client onboarding in about 12 minutes. A monitoring layer treats poor financial advice like a security threat vector, flagging it, interrupting the process and routing it for human review.
Go-to-market
Distribution is through financial institutions that embed the product; at the time of the seed announcement the platform was being piloted by several U.S.-based financial institutions.
Banks, brokerages and fintech platforms, which in turn serve middle-class and emerging retail investors and other customers underserved by traditional advisory models; certified financial planning professionals also use the platform to extend their reach.
Geography
Staff in Tel Aviv, London and New York; IP developed in Israel, with commercial focus on U.S. financial institutions.
History
The company was founded in Israel and built through a difficult venture funding environment marked by political instability and the war following October 2023, during which the founders say U.S. investors questioned starting a company in Israel. Quinn came out of stealth in June 2025 alongside an $11 million seed round and reported onboarding U.S. clients during the period of conflict with Iran.
Risks & controversies
Company leadership described recruiting difficulties in competition with unicorns and multinationals, fundraising headwinds tied to Israeli political instability and the post-October 7 war, and an instance in which a U.S. regulator ceased communication after identifying the CEO as Israeli.
Compiled by commissioned research from 6 cited public sources — announcements, filings, and press listed under research sources below.
Key figures
latest reportedCompany-reported or press-reported figures, each dated to when it was claimed — not independently audited.
Competitors · 4
by search overlapCompanies competing with Quinnadvisor for the same Google search keywords, organic and paid, via search-intersection analysis.
Timeline · 3
launches, deals, and filingsQuinn emerged from stealth announcing $11 million in seed funding led by Viola Fintech with participation from existing backers, to expand its AI financial planning platform for financial institutions.
$11M source ↗
Quinn publicly launched its platform, which embeds into banks, brokerages and fintech platforms as a white-label, co-branded or API integration and was being piloted by several U.S.-based financial institutions.
The AI-driven financial planning platform came out of stealth, disclosing pilots with several U.S.-based financial institutions.
Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.
▸Research sources · 6
primary sources listed
- Quinn raises $11M Seed round to bring financial planning to the masses | Ctechcalcalistech.com · web
6 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does Quinnadvisor do?
- Israeli fintech building an AI financial planning platform that banks and brokerages embed to advise mass-market customers.
- Who founded Quinnadvisor?
- Quinnadvisor was founded by Asaf A.
- Who are Quinnadvisor's investors?
- Quinnadvisor's investors include MoreVC, Viola Ventures.
- Where is Quinnadvisor headquartered?
- Quinnadvisor is headquartered in New York City, US.




