Getquin is a digital wealth platform that aggregates financial data from thousands of banks, brokerages, and other asset providers into a single dashboard, giving users a real‑time view of their net worth and portfolio performance. It offers AI‑driven analytics such as risk ratings, asset allocation insights, and dividend forecasts, along with financial planning tools for retirement and goal setting, all secured with end‑to‑end encryption.
Funding
$15M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
5OPVFounders
Product
Problem
Individuals often have fragmented financial information spread across multiple banks, brokerages, and asset classes, making it difficult to obtain a comprehensive view of their net worth, track performance in real time, and make informed investment decisions.
Solution
Getquin provides a unified digital wealth platform that aggregates financial data from thousands of institutions via secure API connections, presenting a single dashboard of net worth, portfolio performance, and cash flow. The platform offers advanced analytics, including asset allocation breakdowns, historical performance charts, AI‑generated risk ratings, and dividend forecasting. Users receive real‑time price updates, dynamic benchmarking, and personalized financial planning tools such as retirement goal setting and customizable financial objectives. An AI‑powered assistant delivers actionable insights and optimization recommendations, while optional advisory services connect users with independent financial experts. All data is encrypted, stored on PCI‑DSS‑compliant servers in Europe, and accessed through web or native mobile apps.
Target Audience
Getquin targets retail investors and high‑net‑worth individuals who manage multiple financial accounts and seek a consolidated view of their wealth, as well as users looking for data‑driven insights and personalized financial planning.
Features
- Secure API integration with thousands of banks, brokerages, and alternative asset providers for automatic data import
- Real‑time portfolio tracking with live price feeds, KPI dashboards, and dynamic market benchmarking
- AI‑driven analytics delivering risk ratings, diversification insights, dividend forecasts, and performance attribution
- Comprehensive net‑worth overview that includes investments, cash, insurance, liabilities, and other assets
- Financial planning module with customizable goals, retirement projections, and scenario modeling
- Optional advisory service offering independent, fee‑transparent financial advice and personalized strategy recommendations
- Cross‑platform access via web browser and native iOS/Android apps with end‑to‑end AES‑256 encryption