There’s a reason the financial services industry has always clung to its VIP velvet rope, it makes more money when fewer people walk through the door. But someone forgot to tell Quinn that. And now the door’s wide open.
After three years operating in stealth like a sniper with a CFA, Quinn just broke cover with an $11 million seed round to bring personalized wealth advice to the 99%, and not the TikTok version. Real plans. Real strategy. Built for real people. Led by Royi Markowitz (Co-Founder & CEO) and Asaf Amir (Co-Founder & CTO), Quinn didn’t just raise money, they weaponized intelligence. Royi’s journey reads like a Le Carré novel meets Series A: raised in NYC, moved to Israel, served as a lone soldier in Unit 8200, then parlayed that into roles at the Israeli Prime Minister’s Office, Envision Ventures, and Up Capital. His co-founder Asaf has 20+ years leading software teams in cybersecurity and machine learning, quietly writing the code that today runs behind your banking apps and maybe a few government systems you’ll never hear about.
Backing the vision is Viola Fintech, leading the round like they already know this isn’t a bet, it’s a blueprint. Existing investors doubled down, because when you’ve got a platform turning onboarding into a 12-minute warm-up and full financial plans into a 30-second mic drop, you don’t walk, you run.
This isn’t robo-advising re-skinned in GPT lip gloss. Quinn’s tech is embedded, fiduciary, and SEC / FINRA-compliant out of the box. It’s architected for institutions that don’t want to tack on AI like a last-minute compliance slide. Banks, fintechs, and wealth managers can deploy it natively via API, white-labeled, co-branded, or stealth, so clients get CFP-level strategy without ever talking to a human, unless they want to.
And that stat everyone should be talking about? 87% of users who start onboarding finish KYC and get a full plan in under 15 minutes. Why? Because Quinn removes the $662K asset requirement elephant from the room. That’s not democratizing advice, it’s taking the whole damn monarchy off the table.
Heavy nod to Jonathan Dane, CFA, CFP®, Quinn’s Chief Financial Planner and Managing Partner at Defiant Capital Group, for architecting the models that fuel this machine. And props to Smith Forte, the ex-CPO of Acorns, now building product at Quinn like it’s his second mixtape, more mature, more layered, and already charting.
This isn’t a feel-good fintech story. This is precision execution. Quinn is scaling CFP-level advice to the people who were never supposed to get it. No gloss. Just pure, embedded strategy.
