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Lowell Putnam

Partnerships at Plaid

Lowell Putnam is a prominent figure in the fintech industry, currently serving as an Advisor at Plaid, a leading technology company that powers the fintech ecosystem.1 Here are some key details about his background and career:

Professional Experience

Plaid: Putnam joined Plaid in 2019 when the company acquired Quovo, a financial data aggregation platform he co-founded.12 At Plaid, he initially managed partnerships and commercial strategy, helping financial institutions and technology companies leverage account connectivity to enhance consumer relationships.1

Quovo: Prior to Plaid, Putnam co-founded and served as CEO of Quovo, a data platform that provided connectivity for millions of financial accounts.1 Quovo was particularly known for its focus on investment and wealth management data.2

Investment Banking: Before his entrepreneurial ventures, Putnam worked in the investment banking division of Lehman Brothers/Barclays Capital, specializing in consumer credit companies and structured finance transactions.1

Expertise and Contributions

Putnam is recognized for his expertise in:

  • Financial account connectivity
  • Data aggregation in wealth management
  • Fintech infrastructure and APIs

He has played a significant role in developing products that enable financial institutions and advisors to provide more holistic advice and better projections for their clients.23

Education and Personal

Putnam holds a bachelor's degree from Harvard College.1 He resides in Manhattan with his wife and son, and serves on several advisory boards for technology companies and non-profit organizations.1

Current Role

As of September 2024, Putnam continues to serve as an Advisor at Plaid, contributing his extensive experience and insights to shape the future of fintech.

Highlights

Aug 9 · FinSMEs
Reserve Trust Raises $30.5M in Series A Funding - FinSMEs
Aug 5 · VatorNews
Daily funding roundup - August 4th, 2021 - VatorNews
Plaid's Quovo Acquisition Bearing Fruit - Wealth Management
Plaid's Quovo Acquisition Bearing Fruit - Wealth Management
Jan 9 · riabiz.com
Plaid, valued at $2.65 billion, makes $200-million snack of Quovo
Plaid, valued at $2.65 billion, makes $200-million snack of Quovo
Jun 26 · youtube.com
Interview with Lowell Putnam, Co-Founder and CEO, Quovo
Interview with Lowell Putnam, Co-Founder and CEO, Quovo

Related Questions

What are Lowell Putnam's main responsibilities at Plaid?
How did Lowell Putnam's experience at Lehman Brothers/Barclays Capital influence his career?
What was the impact of Quovo's acquisition by Plaid on the fintech industry?
How does Plaid's Investments API utilize Quovo's technology?
What are some notable companies that use Plaid's suite of APIs?
Lowell Putnam
Lowell Putnam, photo 1
Lowell Putnam, photo 2
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Location

New York, New York