Articles tagged "Quovo"
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With Visa-Plaid deal closing five months delayed already, Feds accuse Bain & Co. of stonewalling on pricing strategy documents that cast light on anti-trust hotspot
Makan Delrahim says he won't let Bain run out the clock and the assistant US Attorney sued for the documents as part of the DOJ's antitrust investigation.
October 29, 2020 at 2:02 AM
Plaid, valued at $2.65 billion, makes $200-million snack of Quovo -- albeit defensively -- and creates Yodlee super-foe
The San Francisco-based Mary Meeker darling buys New York City competitor that maintains a wealth management edge as the lines blur between the categories
January 9, 2019 at 10:00 PM
Envestnet quietly deals rivals in on Yodlee play to placate big banks and their latent threat of 'oblivion' in response to 'screen scraping'
The Chicago-based outsourcer orchestrates a Yodlee/Morningstar/Quovo show of force in response to vulnerability to 'throttling' by mega-custodians
May 17, 2018 at 7:24 PM
Orion gets serious about Addepar's threat to its biggest clients
CEO Eric Clarke cobbles together a dozen providers, plus DTCC, into a workable reporting system for alternative investments that cuts labor, improves appearance
March 5, 2018 at 5:44 PM
Quovo is developing an ACATS rooter process with Apex Clearing as first to sign on
The Silicon Alley startup is using its data science as a way of attacking a clog considered not susceptible to intervention
November 14, 2017 at 11:09 PM
SS&C overlords culturally shock Black Diamond RIAs in Chicago with heaviness and wow them with well-funded competency
'Intense' SS&C CEO Bill Stone let 1,000-strong attendees know they are part of $500-million cash cow not afraid to make strategic purchases
September 15, 2017 at 7:10 PM
Fidelity-owned VC pumps $10 million into Quovo, which staffs up and prepares for the big leagues
CEO Lowell Putnam plays on 'second-mover advantage' and gets raves from Steve Lockshin, Ron Carson and Marty Bicknell
May 30, 2017 at 6:09 PM
What Neesha Hathi told the In|Vest 2016 in NYC crowd in her debut as Schwab robo chief -- and how she elicited one gasp from the crowd
Though declining to offer a glimpse of the future, Hathi surprised with stats showing Schwab is succeeding against the upstart robos with older, less web-savvy customers
June 17, 2016 at 8:58 PM
Quovo rakes in $4.75 million from VC backers and a triumvirate of angel RIAs: Carson, Bicknell and Lockshin
The mini-Yodlee is ready to play the feisty startup role in the RIA account aggregation market
