Quinn AI

About

Quinn is an AI-powered financial planning and wealth advisory platform that helps financial institutions provide personalized financial advice at scale. Founded by experienced technology professionals, Quinn emerged from stealth in June 2025 and has raised $11 million in Seed funding. The company addresses a significant gap in the wealth management industry, where traditional advisory models often leave many clients underserved. Quinn's platform offers a range of capabilities, including rapid advisor-level onboarding, instant AI-generated financial plans, and enhanced advisor productivity through automation. This allows Certified Financial Planners to serve more clients efficiently while focusing on high-value interactions. The technology utilizes machine learning to deliver real-time insights tailored to individual client needs, supporting financial institutions in scaling their advisory services. Quinn primarily targets financial institutions looking to engage the mass affluent demographic, a market segment with considerable demand for personalized wealth management solutions.