January 16, 2018 4:42 AM ET

Internet Software and Services

Company Overview of QUOVO INC.

Company Overview

QUOVO INC. develops and markets a platform that provides financial analytics, data management, and insights to small- and mid-sized investors. It offers Quovo that automatically fetches, normalizes, and reconciles portfolio data from across financial institutions ranging from retail brokerages to prime brokerages, custodians, and mutual fund families; and Autoverified Micro-deposits that enables financial services providers to streamline client onboarding and ACH payments and transfers. Its product features deeper history, automated data repair, manual entry support, private asset support, and statement reading; stress tests, report cards, strategy tracking, and reports and alerts; and read-...

175 East 79th Street

Apartment 15c

New York, NY 10075

United States

Founded in 2009



Key Executives for QUOVO INC.

Chief Executive Officer
Member of the Board of Directors
Compensation as of Fiscal Year 2017.

QUOVO INC. Key Developments

Quovo Launches Personal Finance Management Modules for Financial Institutions and Enterprises

Quovo announced the launch of Personal Finance Management (PFM) modules for financial institutions and enterprises. The new modules allow end-users to measure their net worth over time, view a personal balance sheet, track spending, improve budgeting, and progress toward financial goals. Quovo's new modules are designed to enable a new level of optionality for financial firms looking to implement account aggregation and innovate digitally. Built on Quovo's API layer, the new PFM tools are entirely modular, enabling unprecedented control and configuration for enterprises considering whether to build or buy key elements of a client portal. The new modules can be implemented as a full package or as individual widgets delivered through Quovo Connect -- an easy-to-use javascript framework for embedding Quovo's user interface into other applications. Designed with mobile use cases in mind and easily white-labeled, the PFM modules represent an innovative delivery method for firms that want to accelerate a digital, mobile experience leveraging Quovo's account connectivity and data.

QUOVO INC. Presents at S&P Global Market Intelligence Fintech Intel, Dec-13-2017 01:00 PM

QUOVO INC. Presents at S&P Global Market Intelligence Fintech Intel, Dec-13-2017 01:00 PM. Venue: Carnegie Hall, 881 Seventh Avenue (entrance on the corner of 56th Street), New York, New York, United States. Speakers: Lowell Putnam, Chief Executive Officer.

QUOVO INC. Presents at FinTech Conference, Nov-03-2017 12:00 PM

QUOVO INC. Presents at FinTech Conference, Nov-03-2017 12:00 PM. Venue: NYU Stern Paulson Auditorium, 40 West 4th Street, New York, New York, United States. Speakers: Lowell Putnam, Chief Executive Officer.

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Private Placement
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