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.

Founded in

United States