A white-label platform that delivers personalized financial guidance inside your existing app, with SEC-grade compliance, full data control, and a built-in monetization layer.
Quinn integrates anywhere in your flow (onboarding, servicing, day-to-day use) and feels native to your platform. Use our UI components, or pull plan data through our API and build your own.
Quinn is the first AI financial guidance platform to achieve federal SEC registration. Every output is auditable, explainable, and built to meet the standards your compliance team already operates under.
Built from the ground up with security and data privacy at the core. SOC 2 Type 2 compliant, hosted on AWS, and led by a security and data privacy veteran. Quinn's algorithm itself is designed and maintained by CFP®, CFA, and wealth advisory professionals, pairing infrastructure security with institutional credibility.
Every output is auditable and built to meet SEC and FINRA record-keeping and suitability standards, the same framework your existing investment products operate under.
Each insight includes the "why" behind it: advice grounded in financial logic, not opaque AI inference. Full audit trail for every interaction, calculation, and recommendation.
Continuous benchmarking against historical and anonymized plan data ensures accuracy, fairness, and consistency: the validation layer regulators expect.
Quinn turns each customer's financial plan into a contextual recommendation engine, so your products show up exactly when they're relevant, not as banner ads served to everyone.
Quinn builds a financial fingerprint for each user: income, debts, goals, timeline, household, risk profile. The data you've never had on the 99% you couldn't profile manually.
When a user sets a homeownership goal, the mortgage offer appears inside their plan. When they need to consolidate debt, the consolidation product surfaces. Not a generic upsell, the right one.
Product matches surface where customers are already making decisions: embedded in the planning experience, attributed to the guidance, not pushed through a separate channel.
Full plan data is available via API. Feed your internal product engine, your CRM, your marketing stack. Use Quinn's matching logic, or build your own on top of it.
Built as an intelligence layer for regulated financial institutions. Deploy in weeks, with the compliance, data control, and monetization tooling your team needs from day one.
