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Quinn

Quinn

Private
New York City, New YorkFinTechhttps://www.quinnadvisor.com/

Last Round

Seed

Jun 24, 2025

Total Funding Raised

$11M

Company Overview

Quinn is a fintech company that provides an AI-powered financial planning and advice platform designed to help financial institutions deliver personalized guidance at scale.

Sector

FinTech

Verticals

Wealth Management, Personal Finance, Investment Platforms, Vertical SaaS, NLP & Conversational AI

Business Model

B2B

Customer Profile

Subscription SaaS, Usage-Based SaaS

AI Layer

Application

Keywords

embedded financefinancial planning softwarerobo-advisorwealth management technologyAI financial advisorAPI integrationwhite-label financial softwarefiduciary-grade planningautomated financial advicefintech infrastructureB2B SaaSwealthtechfinancial guidanceregistered investment advisorRIA

Historical Pricing

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Caplight Momentum Score

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Quinn Comparables

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Quinn comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Conquest Planning
80%
InvestSuite
79%
FP Alpha
79%

Quinn Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedJun 24, 2025

Key People

Founding team and executive leadership

Asaf A.

Co-Founder & CTO

Founding Team

Royi Markowitz

Co-Founder CEO

Founding Team

Smith Forte

Chief Product Officer

Executive Team

Quinn Investors

Notable investors and investment history

Quinn investors
InvestorRounds
MoreVCSeed
Viola GroupSeed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jun 24, 2025

    $11M raised in Seed round.

Quinn Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Quinn Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Quinn's valuation, stock price, and market status.

Firmographic Details

HeadquartersNew York City, New York
Employee Range15
Year Founded2022
Last FundingJun 24, 2025

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