Marty Bicknell, CEO of Mariner Holdings -- to his own surprise and bemusement -- is also sold on Quovo. "They’ve far surpassed my expectations... It seems like every year or two there’s a new tech company that thinks they can walk into wealth management and fix everything. These are typically more bluster than anything else. While they make a lot of noise, they normally fizzle out. Quovo was the exact opposite," Bicknell says. See: Marty Bicknell and Fidelity enter into the mother of all cross-RIA referral deals. Mariner Holdings is a Leawood, Kan.-based serial buyer of RIAs and asset managers that has more than $35 billion in combined assets.

http://riabiz.com/a/2017/5/30/fidelity-owned-vc-pumps-10-million-into-quovo-which-staffs-up-and-prepares-for-the-big-leagues