Lowell Putnam

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.