# Margaret Hartigan

> Margaret Hartigan is the founder and CEO of Marstone, a Providence-based digital wealth management platform that banks and financial institutions white-label to deliver investing and planning tools to clients of all means. A former top-quintile Merrill Lynch financial advisor, she launched Marstone in 2013 to demystify and humanize finance, raised a Series B in 2024, and was named Innovator of the Year at the 2025 US Fintech Awards.

- **Role:** CEO and Founder at Marstone, Inc.
- **Organizations:** Marstone, Inc., Milken Institute FinTech Advisory Committee, NPX Charitable Board, Brown University (alumni/development leadership), Phillips Exeter Academy (alumni/development leadership)
- **From:** New Hampshire, United States
- **Nationality:** American
- **Education:** Secondary education, Phillips Exeter Academy, Humanities, Brown University, Independent study on Eastern Europe / Velvet Revolution, Study abroad, Prague
- **Known for:** Founded and scaled Marstone, a digital wealth platform white-labeled by banks and financial institutions, Named Innovator of the Year at the 2025 US Fintech Awards, Raised an $8 million Series B in January 2024 (~$43M total funding reported)

## Career timeline

- **1990s-2008** — Top-quintile financial advisor in the Global Wealth Management Group at Merrill Lynch, working across New York and San Francisco for roughly a decade-plus.
- **2008** — The financial crisis crystallizes three industry gaps for Hartigan: weak financial literacy, antiquated systems, and a looming advisor/client succession crunch.
- **2013** — Founds Marstone as an enterprise-ready fintech platform to help institutions reach, acquire, and retain everyday clients.
- **2024-01** — Marstone closes an $8 million Series B financing round.
- **2025** — Named Innovator of the Year at the US Fintech Awards.

## Achievements

- Founded and scaled Marstone, a digital wealth platform white-labeled by banks and financial institutions
- Named Innovator of the Year at the 2025 US Fintech Awards
- Raised an $8 million Series B in January 2024 (~$43M total funding reported)
- Built a senior leadership team that is more than half female and/or people of color
- Member of the Milken Institute FinTech Advisory Committee
- Enabled community banks to deploy digital wealth management in roughly a month or less

## Latest updates

- **2025** — Named Innovator of the Year at the US Fintech Awards.
- **2024-01** — Marstone closed an $8 million Series B financing round.

## Links

- Website: https://marstone.com
- LinkedIn: https://www.linkedin.com/in/margaret-j-hartigan-84954a/
- Twitter/X: https://twitter.com/mjhartigan
- Facebook: https://www.facebook.com/MarstoneInc

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Profile page: https://yespress.io/margaret-hartigan
Published by YesPress — https://yespress.io
Last updated: 2026-06-11