Marstone
Founded Year
2013Stage
Series A - II | AliveTotal Raised
$5MLast Raised
$2.5M | 2 yrs agoMosaic 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.
Marstone's Product Videos
Compete with Marstone?
Ensure that your company and products are accurately represented on our platform.
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.
Fintech
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
Application Date | Grant Date | Title | Related Topics | Status |
|---|---|---|---|---|
9/28/2020 | 11/23/2021 | Financial markets, Derivatives (finance), Investment, Securities (finance), Bonds (finance) | Grant |
Application Date | 9/28/2020 |
|---|---|
Grant Date | 11/23/2021 |
Title | |
Related Topics | Financial markets, Derivatives (finance), Investment, Securities (finance), Bonds (finance) |
Status | Grant |
Latest Marstone News
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
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.
Emotomy helps independent investment advisors build their own turn-key robo-advisor.
TradingFront seeks to provide simple, elegant portfolio reporting platform at a low cost. Specifically, TradingFront aims to offer a white label wealth management / robo advisor platform for financial advisors to create a highly customized digital offering.
Fundvisory is a robo-advisor for financial professionals.
InvestSuite provides wealth management solutions. The company offers advisory solutions for financial institutions. It was founded in 2018 and is based in Leuven, Belgium.
WealthObjects is a robo advisory and engagement platform. It offers solutions such as hybrid digital advice, digital retirement solution, and more and helps financial institutions launch digital or hybrid digital advisory models. It was founded in 2014 and is based in London, England.
Discover the right solution for your team
The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.