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Detalus Advisors

detalus.com

About Detalus Advisors

Detalus Advisors is an asset and wealth management firm provides financial planning, private banking, insurance and cash management services. It is based in St. Louis, Missouri.

Headquarters Location

383 Marshall Avenue

Saint Louis, Missouri, 63119,

United States

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Latest Detalus Advisors News

Marstone expands wealth management services to community banks

Sep 20, 2022

By FINANCIAL TECHNOLOGY FIRM Marstone Inc. recently brought its digital wealth management platform into the community banking space. PROVIDENCE – Financial technology firm Marstone Inc. recently expanded its digital wealth management platform into the community banking space, beginning with a North Carolina-based bank, according to a news release. The partnership between Providence-based Marstone, investment advisory firm Detalus Advisors LLC and Bank of Oak Ridge will allow the bank’s customers to access Marstone’s digital wealth management and financial health and wellness platforms, including investment advice. The model also opens up Marstone’s Registered Investment Advisor services for other community banks in the future. Marstone has partnered with St. Louis-based Detalus since 2020, acting in a sub-advisory role for day-to-day management of Detalus’ digital accounts. The community banking offering marks an “innovative expansion of the relationship,” according to the release. - Advertisement - Nancy Lavin is a PBN staff writer. You may reach her at Lavin@PBN.com. Want to share this story? Click Here to purchase a link that allows anyone to read it on any device whether or not they are a subscriber. TAGS

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Detalus Advisors Frequently Asked Questions (FAQ)

  • Where is Detalus Advisors's headquarters?

    Detalus Advisors's headquarters is located at 383 Marshall Avenue, Saint Louis.

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