iQuantifi is a RoboPlanner™ enabling institutions to provide all customers with an automated, personalized and comprehensive financial plan.
  • Industry: Personal Finance
  • Founder: Tom White | Karen Anthony White
  • Website:
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  • Location: Franklin, Tennessee
  • Size: 11-50 employees
  • Overview: iQuantifi is the first and only virtual financial advisor that provides comprehensive advice to millennials and young families. They start with what your customers are trying to accomplish. College savings? Retirement? A new car? Debt elimination? Whatever the goals, their mission is to provide the advice and investment vehicles needed to achieve them all. Their advice is goal-based. iQuantifi continues to update the advice given as life changes, applying what is suitable according to your customers’ unique needs and resources. The end result is a real-time, comprehensive, personal financial planner that integrates with your system. By building on almost 20 years of practical investing knowledge and experience, they developed a platform that gives comprehensive advice without the need to interact with a live person. This allows institutions to provide scalable and profitable advice to all of their customers. Using technology brings a new way to engage your customers and provide real-time solutions that address their financial concerns. By using a friendly, intuitive, goal-based approach, they engage customers in the process – providing education and professional advice that is easy to understand and personalized. With the click of a button, your customers can immediately identify and consume the products and services you offer that are most appropriate.

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