Quinn is an AI-driven financial planning and advice platform, built to transform how financial institutions deliver personalized wealth guidance at scale.
Rooted in the belief that embedded planning is the future, Quinn offers a seamless, API-integrated solution—embedded, co-branded, or fully white-labeled—for rapid deployment and real client impact.
Royi Markowitz (CEO) shared with us how Quinn is scaling trustworthy, personalized advice for the future of finance.

How did you start your entrepreneurial journey?
It started in a small shop in Monsey, NY, where my immigrant father—barely speaking English—was wiring lights into kids’ sneakers. He invented the concept in the early ’90s and nearly closed a $1M deal with a major sneaker brand… until it fell apart due to bad advice from so-called “friends.” We still have the original prototype in a box at home.
From then on, I was in it with him—writing up his proposals and contracts for his general contracting business, which he eventually grew into a thriving operation across the NY tri-state area. Watching him taught me two things: bet on yourself, and bad advice is expensive.
My personal story began when I left behind everything in the U.S.—career, comfort, certainty—to move to a kibbutz in northern Israel and join the army as a lone soldier. I ended up in Unit 8200, where I was dropped into the heart of the tech world. That’s where the pieces started coming together. That’s where Quinn began.

What’s your mission, and how are you pursuing it?
We’re shortening the path to financial success. Today’s financial advice industry is slow, manual, and exclusive. We’re using AI to deliver fiduciary-level planning in minutes—making high-quality advice accessible to everyone, not just the wealthy.
What’s the story behind starting Quinn?
It started with a conversation with my co-founder, Asaf Amir, who said, “Why am I paying thousands for something an ML model can do better?” That clicked. I told him how I always felt that my father’s life was cut short because he struggled financially in his final years—something that could’ve been avoided with proper guidance. That was our spark. We knew we could build something that changes lives.

What makes you stand out?
Quinn is focused on combining true AI-driven financial planning at scale with the compliance and trust of a registered advisor. What takes traditional firms weeks, multiple meetings, and high costs – we deliver in under 15 minutes.

What are you most proud of?
We started this company in the final days of the tech bubble, when capital was drying up and investor appetite was collapsing. Then came political chaos in Israel, multiple rounds of war, and missiles from three different directions—literally. Through all of it, we kept the company alive, kept our team together, and kept building. We never missed payroll, we never broke trust, and my co-founder and I never lost conviction. In an environment where most would fold, we didn’t just survive—we thrived. That resilience is what I’m most proud of.

Where will the company be in 5 years?
Quinn will be the foundational AI layer powering wealth management across the industry. Every major financial institution—from banks to fintechs to advisory firms—will have Quinn integrated into their stack, enabling them to serve exponentially more customers without increasing headcount. We’re not just building a tool; we’re reshaping the infrastructure of financial advice. In five years, Quinn will be the largest financial advisor in the U.S., serving millions of people autonomously—with the same level of trust and personalization expected from a top human advisor, only faster, smarter, and radically more scalable.

What’s unique about your culture?
We’ve built a culture where everyone is a stakeholder. There’s no hierarchy of ideas—only impact. The structure is flat, the ownership is high, and egos don’t survive here. We expect every person on the team to speak up, challenge assumptions, and drive change. If you’re not here to make a dent, this isn’t the place for you.
Personally, I never want to be the smartest person in the room. If I am, we’re doing something wrong. I want to be surrounded by people who are better than me in their domains—people who push the company forward, and who push me forward, too. That’s the only way you build something exceptional.