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Andres Garcia-Amaya Put Wall Street on the Other Side of the Table
His parents needed advice they could trust. His old industry gave them a maze. So the former J.P. Morgan strategist built Zoe - first as a matchmaker, then as the operating system behind the relationship.
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.