Closing the guidance gap with embedded intelligent financial planning
We're on a mission to make personalized financial guidance accessible to everyone—not just the wealthy few.
The Guidance Gap
170 million customers remain unserved by personalized financial guidance. The guidance gap is costing the industry heavily—$7T in AUM, $28B+ in advisor revenue, and $50B+ in wallet share revenue.
Personalized financial planning and advice has historically been exclusive, unscalable, and under-utilized. High-net-worth individuals get dedicated advisors while everyone else gets generic advice or nothing at all.
We founded Quinn to close this gap—providing scalable embedded guidance infrastructure for institutions and bespoke planning integrated into consumer financial apps.
"With Quinn, banks, advisors, and fintechs are able to provide real financial plans to infinite customers, driving adoption of their products and better customer outcomes."
Our Values
The principles that guide everything we do
Mission-Driven
We believe everyone deserves access to quality financial planning, not just the wealthy few.
Customer-Centric
Every feature we build starts with understanding how it helps real people make better financial decisions.
Innovation-Focused
We push the boundaries of what's possible with AI while maintaining the highest standards of compliance.
Partnership-Oriented
We succeed when our partners succeed. Your growth is our growth.
Founders built for regulated, scalable fintech growth
Seasoned fintech entrepreneur with deep expertise in regulated platforms.
AI-driven engineering leader with 20+ years scaling complex systems.
CFA and CFP licenced with 20+ years of family office, investment banking, and financial advisory expertise.
Growth expert with experience at leading fintech companies and industry research firms.
Startup product leader focused on building intuitive financial experiences.
Featured in leading publications
