Marstone is a leading digital wealth management platform with a mission to enhance financial literacy, deepen financial inclusion, and humanize finance for all. Its enterprise-ready solution, Powered by Marstone, enables financial institutions to efficiently and affordably reach, acquire, and retain clients who seek straightforward information and engagement around their finances.
As a proven and trusted technology partner, Marstone has comprehensive integrations with custodians including Pershing, core banking systems including Fiserv, account aggregation platforms, and investment managers. These integrations, in addition to Marstone’s partnerships with globally recognized foundations including the World Economic Forum Center for the Fourth Industrial Revolution and leadership participation in the Milken Institute's FinTech Advisory Committee, provide organizations the opportunity to deploy a technology that will help future-proof their businesses as consumer expectations for digital wealth management evolve.
Location: United States, Rhode Island, Providence
Employees: 11-50
Total raised: $13M
Founded date: 2013
Funding Rounds 2
| Date | Series | Amount | Investors |
| 25.01.2024 | Series B | $8M | - |
| 28.06.2021 | Series A | $5M | - |
Mentions in press and media 7
| Date | Title | Description | Source |
| 25.01.2024 | Marstone Raises $8M in Series B Funding | Marstone, a NYC-based digital investment and wealth planning firm, raised $8M in Series B funding. T... | finsmes.co... |
| 22.11.2021 | Marstone Expands Board of Directors to Include Amerant's Jer... | Marstone Inc., a leading digital wealth technology platform, today announced two new additions to th... | marketscre... |
| 04.07.2021 | Marstone Closes $5M Series A Funding | Marstone, Inc., a NYC-based digital wealth technology company, held the second close of a $5m Series... | finsmes.co... |
| 28.06.2021 | Marstone Inc. announced that it has received $5 million in f... | On June 28, 2021, Marstone Inc. closed the transaction. The company received $5 million in a round o... | marketscre... |
| 28.06.2021 | Marstone Announces Close of $5 Million Series A Funding | Marstone, Inc., a leading digital wealth technology firm, today announced the second close of a $5 m... | marketscre... |
| 04.04.2019 | Aperture’s Peter Kraus takes aim at passive ETFs and the ‘il... | “We’re breaking beta from alpha. That doesn’t exist anywhere. We’re literally saying, ‘Only pay us f... | techcrunch... |
| - | Marstone Inc. | “Marstone is an enterprise-ready digital wealth management and robo-advice platform. Powered by Mars... | fastfounde... |