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Making Smart Money Moves More Accessible Than Ever
In the midst of geopolitical tension, economic uncertainty, and a challenging funding environment, an Israeli fintech startup is forging a new path in the world of personal finance. Quinn, an AI-powered financial planning platform, has emerged from stealth mode with a bold missionâto democratize access to high-quality financial advice. Backed by \$11 million in Seed funding led by Viola Fintech, Quinn aims to bridge the wide gap left by traditional wealth management services and deliver real-time, personalized financial guidance to the masses.
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A Human-Centered Approach to Disrupting Wealth Management
Quinnâs mission stems from a simple but powerful realization: financial planning is a necessity, not a luxury. Traditional financial advisors typically serve the wealthy elite, creating a ratio of one advisor per 100 clientsâa model that leaves millions of middle-class and emerging investors without the help they need.
Quinn aims to change that by embedding its AI-driven system directly into the backend of banks, brokerages, and fintech platforms. The technology, inspired by cybersecurity strategies developed in Israel, offers comprehensive financial planning in under 30 seconds and can onboard clients with a level of depth comparable to that of a human advisorâin just 12 minutes. This combination of speed, accuracy, and scale promises to transform the way individuals interact with financial services.
The companyâs roots are deeply personal. Co-founders Royi Markowitz (CEO) and Asaf Amir (CTO) came up with the idea during casual conversations with their own financial advisors, realizing how few people ever gain access to such services. Markowitz, having lost his father to financial stress, sees this as a personal crusade. âAdvisors are like doctors,â he says, âand financial advice should be available to everyone, not just the wealthy.â
What makes Quinn unique
Despite its innovation, building Quinn hasnât been easy. Founded during a turbulent political climate in Israelâmarked by judicial unrest, war with Iran, and skepticism from foreign investorsâthe company persevered. Major U.S. clients were onboarded even as missiles fell, and Quinn battled invisible biases in regulatory conversations simply due to its foundersâ Israeli origin.
Yet the team kept building. With only 17 employees spread across Tel Aviv, London, and New York, Quinn is on a mission to modernize a \$140 trillion industry with bold ideas and cutting-edge technology.
What Undercode Say:
Quinnâs story encapsulates the intersection of innovation, necessity, and socio-political grit. Whatâs remarkable is not just what the company is buildingâbut how, when, and where theyâre building it.
From a technological standpoint, Quinn demonstrates a paradigm shift in how we perceive financial advisory services. Itâs no longer about one-on-one human interactions confined to the wealthy but about leveraging artificial intelligence to replicateâand in some cases, enhanceâhuman insight at scale. Their use of military-grade machine learning algorithms shows a practical and effective repurposing of national defense tech for civilian financial wellness, an approach that exemplifies Israeli startup ingenuity.
Strategically, Quinn positions itself at the exact pain point the industry has failed to address for decades: access. The underserved middle class is ripe for disruption in wealth management, and Quinn has a first-mover advantage in embedding its services within existing financial ecosystems.
From a founder perspective, the resilience shown by Markowitz and Amir is just as commendable as their technical achievements. Operating under the shadow of war, discrimination, and economic downturn, theyâve managed to not only launch but also secure funding and traction in one of the hardest periods for Israeli startups. Their story brings a human face to fintechâless about “disrupting industries” and more about solving personal and collective problems.
The emotional tie-inâfinancial stress leading to health decline, the societal cost of limited access to advisors, and the vision of advice as a fundamental rightâadds narrative weight that will likely resonate deeply with investors, clients, and end-users alike.
If Quinn continues on this trajectory, it wonât just be another fintech tool. It will become a foundational layer in the global shift toward intelligent, democratized financial planning.
đ Fact Checker Results:
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Quinn did raise \$11M in Seed funding, led by Viola Fintech.
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The advisor-to-client gap is a real issue in wealth management, especially for middle-income individuals.
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Israeli startups have faced increased scrutiny and decreased investment interest post-October 7 conflict.
đ Prediction:
Given the convergence of AI scalability, user demand for affordable financial planning, and regulatory tailwinds pushing for inclusivity in financial services, Quinn is well-positioned to become a major player in the embedded fintech infrastructure space. If its pilot partnerships with U.S. institutions translate into full-scale integrations, expect Quinn to raise a Series A within 12â18 monthsâpossibly led by a U.S.-based growth fund or strategic partner like a major bank.
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Reported By: calcalistechcom_6d020a3768d50dfb05647553
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