AdFi
H

HYVE

SEC Registered

The AI for customer financial planning and advice

New York, NYhttps://letshyve.com8457938561
Assets Under Management
Not disclosed
Employees
12
Office Locations
1 office
Total Accounts

About the firm

Hyve offers Quinn, an AI-powered platform that automates foundational financial planning and guidance for wealth managers, fintech platforms, banks, credit unions, independent RIAs, and publishers. Quinn unifies customer financial data, generates explainable fiduciary-grade guidance, and delivers it natively within existing product experiences.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Individuals

Areas of expertise

AI Financial PlanningWealth ManagementFintechEmbedded GuidanceFiduciary StandardsFinancial Advice AutomationBanks And Credit UnionsRIA TechnologyCustomer Engagement

Services

AI-powered financial planning and advice platform (Quinn) that unifies customer financial data, generates explainable fiduciary-grade guidance, and embeds that guidance natively into existing institutional or fintech products via white-label, co-branded, or fully native delivery

Who they serve

Wealth managers, fintech platforms, banks, credit unions, independent RIAs, and publishers/content platforms

Leadership

Jonathan Dane
CHIEF COMPLIANCE OFFICER
Hyve Inc
DIRECT OWNER

Office locations

1 office in 1 state
NY
New YorkHQ

Regulatory & compliance

CRD number
#322634
SEC Number
801-126410
Disciplinary History
No
Fee Model & Minimums
Model: Other

Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HYVE has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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HYVE in New York, NY - Advisory Firm | AdvisorFinder