Marstone

Marstone

Marstone is an enterprise financial technology company focused on wealth management. Marstone's technology enables financial firms- including banks, brokerages, insurance companies, and asset managers-to white-label (private label) their digital advice (robo advisor) and financial planning platform to add scale and leverage to their existing businesses. Marstone is an enterprise-ready digital wealth management and robo-advice platform. Powered by Marstone, our fully customizable and turnkey solution, enables banks, investment advisors, and other institutions to efficiently and affordably reach, acquire, and retain clients who seek straightforward digital advice for investing.

Total funding
~$5M
HQ 🇺🇸
Providence, United States
Year founded
2013
Status
Alive
People
Margaret J Hartigan
Founder, Chief Executive Officer
Robert Stone
Founder
Christopher D LaVine CFA
Chief Financial Officer
Jon Stockdill
Chief Technology Officer
James Uruba
Chief Compliance Officer
Investors
Amerant Bancorp
Peter Kraus
Kristen Dickey
John Thain
Tom Freeman
Michael Rafferty
Richard Wastcoat
Apex Fintech Solutions
Categories
Competitors
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