About us

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 Americans are locked out of personalized financial advice.

Personalized financial planning 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. By providing scalable embedded guidance infrastructure for institutions and bespoke planning integrated into the apps people already use, we make real financial advice accessible to every customer.

170Mcustomers unserved by personalized financial guidance today
$7Tin AUM untapped by the current advisory model
$28B+in advisor revenue left on the table each year
$50B+in wallet share revenue lost to disengaged customers
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With Quinn, banks, advisors, and fintechs can provide real financial plans to infinite customers, driving adoption of their products and better customer outcomes.

Royi Markowitz
Royi MarkowitzCEO & Co-founder
Our values

The principles that guide everything we do.

Mission-driven

Everyone deserves access to quality financial planning, not just the wealthy few.

Customer-centric

Every feature we build starts with how it helps real people make better financial decisions.

Innovation-focused

We push what's possible with AI while holding the highest standards of compliance.

Partnership-oriented

We succeed when our partners succeed. Your growth is our growth.

Team & Founders

Built for regulated, scalable fintech growth.

A team that has built, scaled, and regulated financial platforms, now applying that experience to the next generation of embedded financial guidance.

Royi Markowitz

Royi Markowitz

CEO & Co-founder

Seasoned fintech entrepreneur with deep expertise in regulated platforms.

Asaf Amir

Asaf Amir

CTO & Co-founder

AI-driven engineering leader with 20+ years scaling complex systems.

Jonathan Dane

Jonathan Dane

Chief Financial Planner

CFA and CFP with 20+ years across family office, investment banking, and financial advisory.

Featured in leading publications

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Join us in transforming financial services.

Whether you're a bank, RIA, or fintech, we'd love to show you how Quinn helps you deliver better outcomes for your customers.