Company Information

Get to know Marstone Inc.

Marstone is a financial technology (FinTech) company that offers a comprehensive, turnkey digital wealth solution for financial institutions such as banks, credit unions, and registered investment advisors (RIAs). Their platform enables these institutions to provide their clients with modern, automated, and personalized investment and financial planning services under their own brand. Founded with the mission to make financial wellness more accessible, Marstone's technology handles everything from client onboarding and risk assessment to portfolio management and reporting, allowing their partners to compete with larger robo-advisors and enhance their client offerings.

Industry

Technology White Label PlatformPRIMARY
Financial Other Service
Financial Wealth Management

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Marstone Inc.

United States

Founded in

Sep 2013 (12 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.