iQuantifi careers

We are a "Robo-Planner."  We provide automated, comprehensive, personalized financial advice to young families and millennials that cannot afford a traditional advisor.

By deploying our technology through banks, credit unions and large financial institutions we enable organizations to scale comprehensive advice to all of their customers, while driving leads and revenue through timely, authentic and appropriate product recommendations.

For the user, we help them figure out how to pay down debt, buy a house, save for their child's college and much more. We provide a suitable plan for the user "to do it all."

For the institution, we increase the scale of their advisory services, provide tremendous line of sight into the financial needs of their customers and identify which products are most appropriate based on users' profiles and goals. We drive revenue to the institution through genuine and appropriate product recommendations that will enable users to achieve their goals.