# Marstone, Inc.

> Marstone is an independent provider of enterprise-ready, white-label digital wealth management technology. Its 'Powered by Marstone' platform lets banks, credit unions, RIAs, and other financial institutions launch a branded digital investing and financial planning experience - including digital onboarding, robo and advisor-assisted investing, and goal-based planning - for far less than the cost of building one in-house. Founded in 2013 by Margaret Hartigan, the company's mission is to enhance financial literacy, deepen financial inclusion, and humanize finance for all.

- **Founded:** 2013
- **Headquarters:** Providence, Rhode Island, United States (with New York, NY presence)
- **Founders:** Margaret J. Hartigan (CEO & Founder), Robert Stone (Chief Creative Officer & Co-Founder), Christopher D. LaVine (Chief Strategy Officer & Co-Founder)
- **Team size:** Approximately 25 employees
- **Products:** Powered by Marstone, Digital Onboarding, Robo & Advisor-Assisted Investing, Financial Planning & Wellness Tools, Portfolio Management
- **Notable:** Raised approximately $43M in total funding across Seed, Series A ($5M, 2021), and Series B ($8M, 2024), Built integrations with major custodians (Pershing, Apex Clearing, Interactive Brokers) and core platforms (Fiserv), Signed marquee institutions including HSBC and American Century Investments

## Products & services

- **Powered by Marstone** — Enterprise-ready, white-label digital wealth management platform that financial institutions brand as their own.
- **Digital Onboarding** — Streamlined account opening with identity verification, e-signature, and funding built in.
- **Robo & Advisor-Assisted Investing** — Do-it-yourself robo investing or a hybrid model that connects clients with a human advisor.
- **Financial Planning & Wellness Tools** — Goal-based planning and financial wellness features to deepen client engagement.
- **Portfolio Management** — Customizable, multi-custodial portfolio management with flexible RIA, branding, and feature control.

## Achievements

- Raised approximately $43M in total funding across Seed, Series A ($5M, 2021), and Series B ($8M, 2024)
- Built integrations with major custodians (Pershing, Apex Clearing, Interactive Brokers) and core platforms (Fiserv)
- Signed marquee institutions including HSBC and American Century Investments
- Founder Margaret Hartigan named to the Milken Institute FinTech Advisory Committee
- Partnership with the World Economic Forum Centre for the Fourth Industrial Revolution

## Latest updates

- **2024-01** — Announced $8M Series B led by Mendon Venture Partners and South Rose Capital to drive fee-based revenue for financial institutions.
- **2022-06** — American Century Investments selected Marstone to power its digital wealth management offering.
- **2021-06** — Closed $5M Series A funding round.

## Links

- Website: https://www.marstone.com
- LinkedIn: https://www.linkedin.com/company/marstone-inc
- Twitter/X: https://twitter.com/MarstoneInc
- Facebook: https://www.facebook.com/MarstoneInc

---

Profile page: https://yespress.io/marstone-inc
Published by YesPress — https://yespress.io
Last updated: 2026-06-13