One of wealth management's leading trade publications, RIABiz, has featured Quovo and it's "second mover advantage." As described by CEO Lowell Putnam. "The first movement of account aggregation is 20 years old. Being able to start fresh has given us a big advantage."
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.