Onist Teams Up with Quovo

Collaborative financial management platform Onist announced it is teaming with financial account analysis company Quovo. Onist will leverage Quovo’s data to provide a more reliable financial picture to its Canadian clients, making it the first company in Canada to use Quovo’s services.

The collaboration will allow Onist to pull in details from new Canadian accounts, credit unions, investment accounts, as well as common bank accounts, and credit cards. The Onist platform will provide a single place where consumers and authorized third party professionals can get a comprehensive view of their net worth and cash flow. By aggregating this data and facilitating access, Onist and Quovo aim to help clients make better informed decisions.

In the press release, Onist CEO Brad Kotansky said, “Onist is all about helping families and their advisors collaborate around household finances – and having access to your complete, reliable Canadian financial data is key to that. We are thrilled to partner with Quovo and feel strongly that we can help bring Canadians the same financial insight Americans have had for years. There’s never been a better time for Canadian families to be able see and digest all of their important financial information in one place.”

The idea of democratizing financial information is core to both companies. Quovo co-founder and CEO Lowell Putnam said that Onist’s efforts to offer consumers a clear view of their finances aligns perfectly with Quovo’s own mission, making Onist, as Putnam described, “an ideal early partner.”

Headquartered in Canada, Onist was founded in 2015 and showcased its financial management platform at FinovateSpring 2017. The company offers a virtual family office that facilitates collaboration among the family and their financial advisors, estate planners, tax professionals, insurance advisors, and accountants. Leveraging a second data aggregation partnership with Envestnet|Yodlee, the Onist platform enables users to aggregate all of their financial accounts and select the information they want to share with their planning professionals.

Quovo presented at FinDEVr New York 2016 and FinDEVr New York 2017, where it was awarded Favorite FinDEVr Alum. Earlier this spring, the company received an investment from Canadian VC firm Portag3 Ventures that intended to help Quovo enter into the Canadian market. Founded in 2010, Quovo serves hundreds of institutions, thousands of advisors, and millions of end-users. Lowell Putnam is co-founder and CEO.

Finovate Alumni News

On Finovate.com

  • Fortytwo Data Upgrades Entity Screening Platform.

Around the web

  • Munnypot honored for Best Website DFM/WM and Most Innovative Robo Advice/Guidance Proposition at the Investment Marketing and Innovation Awards 2018.
  • ThreatMetrix announces a new 3D Secure 2.0 offering as part of its summer 2018 release.
  • CREALOGIX takes over remaining 80% of ELAXY Business Solution & Services from Fiducia & GAD.
  • Azimo enables customers in Nordic countries to transfer money to accounts in 10 new countries in Eastern Europe and the Asia-Pacific region.
  • Inverse highlights Revolut’s planned U.S. launch.
  • Jack Henry & Associates named a top workplace by The Tennessean for fourth consecutive year

This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

FinovateSpring Sneak Peek: Onist

Screen Shot 2017-04-10 at 4.52.47 PM

FS2017-Logo(rev)V1A look at the companies demoing live at FinovateSpring on April 26 & 27 in San Jose. Pick up your tickets today and save your spot.

Onist will introduce the world’s first consumer-centric virtual family office platform. Financial management just got easier, smarter, and more collaborative.


  • Use the PFM platform to drive profits for families and professionals
  • Unite data, documents, and people to make financial management easy
  • Collaborate intelligently with all corners of your financial network

Why it’s great
Onist is the only PFM platform that responds to the needs of both the financial consumer and the professionals that serve them. Finally, the digital client portal your customers are asking for.

PresentersScreen Shot 2017-04-10 at 4.56.50 PM

Ari Brojde, Co-Founder
As a private wealth advisor at two of the world’s largest banks, ­­Brojde left his corner office to create a financial management platform that was truly collaborative and customer-centric.

Brad Kotansky, Co-FounderScreen Shot 2017-04-10 at 4.57.41 PM
A Wall Street veteran and serial investor in several successful startups, Kotansky has doubled-down on the future of collaborative, financial management.

Check out more sneak peeks of what to expect at FinovateSpring on April 26 & 27 in San Jose.

Finovate Alumni News

On Finovate.com

  • Check out sneak peeks of FinovateSpring demos from MapD, Horizn, Onist, Capitalise, PayNearMe, Baker Hill,  and Moxtra.

Around the web

  • North State Bank leverages nCino’s bank operating system to automate its commercial loan process.
  • Ixaris introduces OPC Live! Innovation Challenge to encourage development of B2B payments technologies.

This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.