What to expect
with Quinn

Jonathan Dane,
CFA, CFP®
Chief Financial Planner, Quinn

Building a plan with Quinn is quick, simple and judgement-free.

Build financial plans for customers and sell directly, or use to upsell to human advisory from a plan snapshot.
Increase cross-sell conversion with hyper-personalized product/service recommendations based on the context of a fiduciary quality financial plan.
Supercharge your CRM with over 30 new financial data points on your prospects.
Increase the capacity of your existing CFPs, allowing them to serve more customers and focus on high value customers. Build your own AI models to automatically service a larger customer base.

Is Quinn right for you?

Quinn is designed for early career working professionals looking to get rid of debt and invest more in the things you care about.

Quinn is great for

Mid 20’s/30’s getting their first financial plan
W2 or Self-employed workers
Earning more than $50,000 per year
Has student, credit card or autoloan debt that eats into your paycheck
Wants to retire early

Financial Asked Questions

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