Pre-seed · Fintech
Quartz launches with £2.75m pre-seed to build an AI personal finance platform
The new service brings pensions, ISAs, savings and investments together, then uses its Charlie assistant to explain portfolio insights.
A consolidated view of long-term finances
Quartz connects a customer’s pensions, ISAs, savings and investment accounts through proprietary connectors. Its AI assistant, Charlie, uses that combined picture to surface personalised portfolio insights, giving customers a way to understand finances that are otherwise spread across providers.
The £2.75 million pre-seed round will fund the platform’s UK launch and expansion. Quartz is entering personal finance with a product that pairs account aggregation with an assistant designed to explain what a portfolio means for the customer.
Use of funds
Launch and expand the personal finance platform in the UK
Funding history
Pre-seed · This round£2.8M