FinovateSpring 2024 / Quinn
Presenter Profile:
How they describe themselves: Solving the problem of wealth advisory scalability so all individuals and families can access a financial advisor without minimum income and asset requirements.
How they describe their product/innovation: Quinn is an SEC registered financial advisor agent built on our own models that replaces the work of thousands of financial advisors. Quinn gets you a comprehensive financial plan in five minutes, not five weeks and puts the plan in action.
Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms
Credit Union/Community Bank Fit: Credit Unions, Community Banks
Contacts:
Bus. Dev. & Press: Royi Markowitz (CEO), royi@letshyve.com, 845-222-1944
Website: quinnadvisor.com
HQ: New York, NY, USA
Founded: January 2022
Product Demoed: Quinn
Metrics: $4.25M Raise, 9,000 Customers in all 50-States, Signed very large deal with financial institution for tech.
Raising Funding: Seed
Presenter: Jonathan Dane – Chief Financial Planner, Quinn
- Key Executives
Royi Markowitz (Co-Founder & CEO), Asaf Amir (Co-Founder & CTO), Jonathan Dane (CFP), Smith Forte (CPO)
Key Stats
- Key Board Members
Royi Markowitz (Co-Founder & CEO), Asaf Amir (Co-Founder & CTO), Elliot Sussman (MoreVC)
- Key Investors
MoreVC, Flying Whale and Angels
- Key Customers
Financial institutions and major advisory firms.