Quinn
Quinn™ is a product of Hyve, Inc. that leverages AI to provide automated fiduciary financial planning and advice, enhancing conversion rates and customer retention for financial institutions. The platform allows users to complete a financial advisor interview in under 12 minutes and generates comprehensive financial plans in less than 30 seconds. Quinn's product suite includes a financial plan engine, recommendation engine, and marketing engine, which collectively help financial institutions upsell additional services and improve lead quality without increasing headcount. With a focus on compliance and customization, Quinn offers co-branded and whitelabel solutions, making it a versatile tool for financial advisors looking to scale their services efficiently.
Quinn
Quinn™ is a product of Hyve, Inc. that leverages AI to provide automated fiduciary financial planning and advice, enhancing conversion rates and customer retention for financial institutions. The platform allows users to complete a financial advisor interview in under 12 minutes and generates comprehensive financial plans in less than 30 seconds. Quinn's product suite includes a financial plan engine, recommendation engine, and marketing engine, which collectively help financial institutions upsell additional services and improve lead quality without increasing headcount. With a focus on compliance and customization, Quinn offers co-branded and whitelabel solutions, making it a versatile tool for financial advisors looking to scale their services efficiently.
TL;DR
What they do: AI-powered, fiduciary-grade embedded financial planning and advice for institutions
Customers: Banks, fintech platforms, wealth managers/RIAs, credit unions, and publishers
Regulatory stance: Operates as an SEC-registered investment adviser for partner-delivered advice
Latest disclosed funding: Seed round — June 24, 2025
Company Overview
Problem Domain
Bridging the guidance gap by delivering personalized financial planning and actionable recommendations at scale for partner institutions.
Industry
Fintech / Financial services
Funding Track Record
11000000.00
Dealroom lists the June 2025 seed as $11.0M; Crunchbase records the latest raise on June 24, 2025 with Viola FinTech among investors.
Investor Signal
“Viola FinTech; MoreVC; The Flying Whale Ventures”