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Founded Year



Series A - II | Alive

Total Raised


Last Raised

$2.5M | 2 yrs ago

Mosaic Score
The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.

+30 points in the past 30 days

About 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.

Headquarters Location

171 Chestnut St

Providence, Rhode Island, 02903,

United States


Marstone's Product Videos

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Marstone's Products & Differentiators

    Powered by Marstone

    White labeled enterprise digital advice platform

Expert Collections containing Marstone

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Marstone is included in 2 Expert Collections, including Wealth Tech.


Wealth Tech

2,018 items

A category of financial technology that is digitizing & streamlining the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.



7,985 items

US-based companies

Marstone Patents

Marstone has filed 3 patents.

The 3 most popular patent topics include:

  • Derivatives (finance)
  • Financial markets
  • Investment
patents chart

Application Date

Grant Date


Related Topics




Financial markets, Derivatives (finance), Investment, Securities (finance), Bonds (finance)


Application Date


Grant Date



Related Topics

Financial markets, Derivatives (finance), Investment, Securities (finance), Bonds (finance)



Latest Marstone News

Marstone Named an American Banker 2023 Best Place to Work in Fintech

Jun 6, 2023

NEW YORK--(BUSINESS WIRE)-- #banking--Marstone, Inc., a leading digital wealth technology firm, today announced it has been named one of American Banker’s “2023 Best Places to Work in Financial Technology.” Created in 2017, the awards program is led by Best Companies Group as well as Arizent, whose brands include American Banker, National Mortgage News, PaymentsSource, Financial Planning, and Digital Insurance. The fifty companies recognized on this year’s list consist of a wide range of organizations wit

Marstone Frequently Asked Questions (FAQ)

  • When was Marstone founded?

    Marstone was founded in 2013.

  • Where is Marstone's headquarters?

    Marstone's headquarters is located at 171 Chestnut St, Providence.

  • What is Marstone's latest funding round?

    Marstone's latest funding round is Series A - II.

  • How much did Marstone raise?

    Marstone raised a total of $5M.

  • Who are the investors of Marstone?

    Investors of Marstone include Michael Rafferty, Richard Wastcoat, Peter Kraus, Amerant Bancorp, Kristen Dickey and 5 more.

  • Who are Marstone's competitors?

    Competitors of Marstone include InvestSuite, Harvest Savings & Wealth Technologies, FusionIQ, AdvisorEngine, Fundvisory and 9 more.

  • What products does Marstone offer?

    Marstone's products include Powered by Marstone and 1 more.

  • Who are Marstone's customers?

    Customers of Marstone include Amerant Bank (2nd largest community bank in Florida), HSBC USA (Top 5 global bank) and Detalus Advisors ($1.5B RIA).

Compare Marstone to Competitors

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ETNA is a technology vendor for online brokerages and digital wealth management firms. The white label software-as-a-service solutions are used by retail broker-dealers and robo-advisors. The company's mission is to democratize financial markets via accelerating the route to market for new financial products and services. ETNA Trader is the complete white label web trading platform to operate an online brokerage business. Fractional Shares and Digital Onborading Support. WebTrader is the white label web trading platform for broker-dealers with build-your-own UI features, streaming data and simulator. Mobile Trader is the iOS and Android mobile trading apps with robust options trading functionality and real-time data. Broker Back Office is the web platform-as-a-service to manage online broker operations. Trading API, the API for fintech firms to automate trade life cycle and compliance. Features fractional shares trading, trade allocations.


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