Marstone and Quovo Announce Partnership

Marstone's Advisor Focused Digital Wealth Solution Adds Quovo's Cutting-Edge Data Aggregation for Consumers

NEW YORK, NY--(Marketwired - Jul 14, 2016) - Marstone, an innovative digital wealth company, and Quovo, a financial data science company for the wealth management industry, today announced that they have completed a partnership to enhance Marstone's digital wealth solutions with Quovo's industry-leading data aggregation.

Through this partnership, financial advisors using Marstone will benefit from Quovo's account aggregation technology, which seamlessly syncs data from thousands of financial institutions. Ranging from retail brokerage and banks to custodians and mutual fund families, Quovo's coverage gives financial professionals a current, correct, and holistic view of their clients' portfolios -- a key requirement for success in today's regulatory environment.

"Since the DOL announced their fiduciary rule in April, we have witnessed first-hand an increased demand for state-of-the-art data aggregation and analytics," said Lowell Putnam, Co-Founder and CEO of Quovo. "We are excited to announce our integration with Marstone. As seen by their recent collaboration with IBM, Marstone is quick to adapt with new technology and innovations. We look forward to working together with Marstone as our industry continues to evolve."

Margaret J. Hartigan, Co-Founder and CEO of Marstone, added, "Quovo enhances the Marstone experience, providing our customers with a holistic view of their financial lives by seeing all of their accounts from different institutions in one place. Together we are redefining how people think about and engage with their money."

About Marstone

Marstone is a digital wealth company based in New York, with additional offices in Pawtucket, RI and San Francisco, CA. Marstone is proud to be the first fully-integrated digital-advice partner of Pershing and an IBM Business Partner, making it the leading provider of digital wealth solutions that will incorporate cognitive analytics and artificial intelligence. Marstone will also continue to expand its industry partnerships to provide platform connectivity and integration with a full range of financial institutions. Additional information is available on, or follow us on Twitter @MarstoneInc. Inquiries can be sent to

About Quovo

Quovo is a leading financial technology company for the wealth management and financial services industries. Quovo offers data aggregation and analytics services to help financial professionals and their technology providers better serve their clients with powerful and accurate data. For more information, please visit Follow @quovo on Twitter.

Contact Information:

Media Contact:
Jacqueline Silva

(646) 405-6336