Tag

Quovo

11 articles

Articles tagged "Quovo"

Makan Delrahim: Both venture capital and antitrust are often about predicting the future competitive dynamics of competition... [and] tough decisions are necessary not only to survive but to thrive.

Oct 29, 2020

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.

After just five years, Zach Perret is the eye of a venture capital storm targeting financial technology data flows.

Jan 9, 2019

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

Lowell Putnam: We've all decided to band together to principles that arent even necessarily in our own best interests.

May 17, 2018

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

Eric Clarke: If we didn't do anything, our RIAs would have gone to Addepar or PCR and it would have given them a chance to cross-sell.

Mar 5, 2018

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

Lowell Putnam: It ensures everything on both sides of the transaction is 'fit for purpose,' meaning it's just down to the National Securities Clearing Corp.-DTCC to do the necessary work..

Nov 14, 2017

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

Bill Stone: We are investing $150 million cash in R&D every year.

Sep 15, 2017

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

Lowell Putnam: We've got the second-mover advantage.

May 30, 2017

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

Neesha Hathi was coy about whether the 500 RIAs using Schwab's robo have contributed to the 'well over' $7 billion of assets attributed to it.

Jun 17, 2016

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

Lowell Putnam: Our vision is to take data that used to take weeks or months and we want to get that to advisors on a daily basis.

Sep 1, 2015

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

Quovo

Articles tagged "Quovo"

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

Plaid, valued at $2.65 billion, makes $200-million snack of Quovo -- albeit defensively -- and creates Yodlee super-foe

Envestnet quietly deals rivals in on Yodlee play to placate big banks and their latent threat of 'oblivion' in response to 'screen scraping'

Orion gets serious about Addepar's threat to its biggest clients

Quovo is developing an ACATS rooter process with Apex Clearing as first to sign on

SS&C overlords culturally shock Black Diamond RIAs in Chicago with heaviness and wow them with well-funded competency

Fidelity-owned VC pumps $10 million into Quovo, which staffs up and prepares for the big leagues

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

Quovo rakes in $4.75 million from VC backers and a triumvirate of angel RIAs: Carson, Bicknell and Lockshin

RIABiz Directory

White Paper Postings

Special Sections

Common Tags

Recent Articles

Popular Writers

RIABiz

Directory

Archives

Connect