digital-wealth-management
(2)
Mahaana
Mahaana is Pakistan's first licensed digital wealth manager, a Y Combinator (W22) backed fintech that lets anyone start investing from PKR 1,000 in about ten minutes with no paperwork. Regulated by the SECP as a Non-Banking Financial Company, it offers Shariah-compliant savings, money-market funds, an index ETF and retirement plans through a mobile-first, robo-advisory platform aimed at onboarding Pakistan's largely unbanked, non-investing population.
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.