Founded Year



Series A - II | Alive

Total Raised


Last Raised

$2.5M | 1 yr ago

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 Headquarter Location

171 Chestnut St

Providence, Rhode Island, 02903,

United States


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Marstone's Products & Differentiation

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  • Powered by Marstone

    White labeled enterprise digital advice platform


    Marstone spent its early years quietly gathering a consortium of strategic partners who power the investment management universe. These integrations act as an incredibly strong moat to allow Marston… 

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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

1,702 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.



7,344 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

PagerDuty Appoints Katherine Post Calvert as Chief Marketing Officer

May 2, 2022

(Photo: Business Wire) May 02, 2022 09:00 AM Eastern Daylight Time SAN FRANCISCO--( BUSINESS WIRE )--PagerDuty, Inc. (NYSE: PD), a leader in digital operations management, today announced that Katherine Post Calvert will join the company as Chief Marketing Officer (CMO) on May 9, 2022. With extensive leadership experience spanning global marketing strategy, branding, product marketing, marketing communications, demand generation, and marketing operations, Calvert is an experienced tech CMO with proven success driving go-to-market demand, growth, and shareholder value. She joins PagerDuty’s leadership team and will report to Chairperson and CEO Jennifer Tejada. “The modern enterprise is in the midst of unprecedented change – reliability and innovation are business imperatives, and the pressure to deliver flawless customer experiences has never been greater,” said Jennifer Tejada, Chair and CEO PagerDuty. “As the only digital operations platform purpose-built to facilitate modern work, PagerDuty is perfectly positioned to lead the industry through this digital transformation. We are thrilled to add Katherine’s experience in brand evolution, demand generation and marketing leadership to the PagerDuty team as we expand into new markets and execute on our vision of an equitable world where we transform the nature of critical work.” Calvert joins PagerDuty from Khoros, an award-winning, AI-powered customer engagement platform provider, where she served as CMO for the past four years. At Khoros, Calvert was responsible for designing and delivering the company’s global marketing strategy, including brand awareness, demand generation, and expanding customer relationships with thousands of global brands. As CMO, she was the chief architect of the Khoros identity when the company was created, following the merger of Lithium and Spredfast. Calvert previously served as the CMO of Advent Software, where she served on the executive team that drove the company to a record-setting valuation. In addition to leadership roles at several other technology companies, Calvert’s past experience includes serving as a Director of Marstone Inc., a privately-held digital wealth management platform. “PagerDuty sits at the nexus of the most exciting trends transforming technology today: the rise of digital-first operations; the relentless pursuit of ‘always on;’ the redistribution of the enterprise workforce from onsite to flexible-first; and the ever-increasing demands for frictionless customer experience (CX),” said Calvert. “I am honored to join this team of proven pioneers as we enter the next phase of PagerDuty’s growth and usher in a new era of digital operations management.” As PagerDuty’s Chief Marketing Officer, Calvert will be responsible for PagerDuty’s global marketing strategy, leading PagerDuty’s demand generation, product marketing, field marketing, marketing operations and corporate marketing functions to create and accelerate revenue opportunities for the business. About PagerDuty, Inc. PagerDuty, Inc. (NYSE:PD) is a leader in digital operations management. In an always-on world, organizations of all sizes trust PagerDuty to help them deliver a better digital experience to their customers, every time. Teams use PagerDuty to identify issues and opportunities in real time and bring together the right people to fix problems faster and prevent them in the future. Notable customers include Cisco, Genentech, Electronic Arts, Cox Automotive, Shopify, Zoom, DoorDash and more. To learn more and try PagerDuty for free, visit . Follow our blog and connect with us on Twitter , LinkedIn , YouTube and Facebook . We’re also hiring, visit to learn more. Contacts

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Marstone Rank

  • 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 Amerant Bancorp, Kristen Dickey, John Thain, Tom Freeman, Michael Rafferty and 5 more.

  • Who are Marstone's competitors?

    Competitors of Marstone include Harvest Savings & Wealth Technologies, Investsuite, AdvisorEngine, Fundvisory, IntelliFlo and 7 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).

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