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Getquin Advisory

getquin Advisory is an independent digital financial-advisory service that combines getquin’s AI-based financial overview with advice from financial advisers.
Category: Service Provider

Getquin

Founded in 2020, getquin provides a web and mobile wealth-management platform for people who want to understand and manage their finances in one place. Users can connect bank and brokerage accounts, import investments, cash, alternative assets, insurance and liabilities, then use real-time portfolio tracking, analytics, dividend forecasting, financial planning, AI-powered insights, and optional advisory services. Its offering serves both beginner and experienced individual investors, with free and subscription plans.
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Funding Rounds

Funding Round: Series A
Funding Date: 1 Jun, 2022
Raised Amount: $15M
Funding Round: Seed
Funding Date: 1 Oct, 2020
Raised Amount: $1.2M

Investors