Marstone
AcquiredFounded 2013 · 20 employees on LinkedIn · 2 known investors
Marstone provides digital investing and financial wellness software, including a white-labeled, turnkey investment platform that financial institutions can configure to offer do-it-yourself and advisor-assisted investment solutions to their customers. Its platform integrates with custodians such as Pershing for custody and clearing, and it operates Marstone, LLC as the registered investment advisor.
Also known as Marstone Digital · Marstone, Inc. · Powered by Marstone
Investors · 2
Funding
SEC filings, press & company announcements- Undisclosed amountSeries BJan 2024Source ↗
Source: company announcements and press reports — follow each round's link for the claim.
Company profile
researched Aug 2026Marstone, Inc. is a digital wealth technology provider that supplies financial institutions with white-labeled digital investing and financial wellness solutions. Its enterprise offering, marketed as "Powered by Marstone," lets community banks, credit unions and other institutions deploy digital wealth services under their own brand. Two products are described: Marstone Wealth, a turnkey investment solution that can be configured in as little as four weeks with no technology resources from the institution and which uses Marstone, LLC as the registered investment advisor while also providing operational and ongoing customer support; and the Marstone Platform, a digital investing platform supporting do-it-yourself investing, advisor-assisted solutions, multi-lingual capability, and international address and citizenship support.
The platform integrates with custodians including Pershing for custody and clearing, asset managers including BlackRock, and banking systems including Q2 and Jack Henry. Marstone's platform emphasis includes goal-based financial planning and financial wellness. The company states its mission as enhancing financial literacy, deepening financial inclusion, and humanizing finance by enabling organizations to offer digital wealth services to their clients.
In June 2026, FusionIQ announced the completed acquisition of Marstone, combining Marstone's digital investing platform with FusionIQ's digital advice, self-directed brokerage, advisory workbench and multi-custodian integrations. Both Marstone founders joined FusionIQ in senior leadership roles.
Founding story
Marstone was founded in 2013 by Margaret J. Hartigan, who spent ten years as a financial advisor in the Global Wealth Management Group at Merrill Lynch and set out to demystify finance, together with Robert Stone, a creative director and co-founder of Stone Yamashita Partners who focused on user experience. Christopher D. LaVine, previously in investment management at A.R. Schmeidler & Co. and a CFA charterholder, is also a co-founder and Chief Strategy Officer.
Business model
Marstone sells its technology to financial institutions rather than to retail investors, licensing a white-labeled platform that partner banks, credit unions and other institutions offer to their own customers under their own brands. In the Marstone Wealth configuration, Marstone, LLC acts as the registered investment advisor and provides operational and ongoing customer support services, positioning the offering as turnkey for institutions without internal technology resources.
Traction
Marstone's platform was adopted by community banks, credit unions and other financial institutions deploying digital wealth services, with integrations spanning custodians such as Pershing, asset managers including BlackRock, and banking systems including Q2 and Jack Henry.
Latest developments
On June 22, 2026, FusionIQ announced it had completed the acquisition of Marstone, Inc., merging Marstone's digital investing platform into FusionIQ's WealthTech ecosystem and retaining the Marstone Digital platform brand within FusionIQ. Marstone's two founders took senior leadership positions at the combined company.
▸Full profile — market position, technology, go-to-market, geography, history
Market position
Marstone described itself as an independent provider of digital wealth solutions for financial institutions, and was characterized in the FusionIQ acquisition announcement as one of the industry's most celebrated and pioneering independent digital wealth technology providers, with recognition including inclusion in American Bankers' Best Places to Work in Fintech.
Marstone positions on speed and low implementation burden for institutions — a turnkey solution configurable in as little as four weeks without institutional technology resources — combined with Marstone, LLC serving as the RIA and providing customer support, deep custodian and banking-system integrations, and features such as multi-lingual capability and international address and citizenship support.
Technology
The offering combines a configurable, white-labeled digital investing front end with institutional back-end connectivity: integrations with custodians such as Pershing for custody and clearing, asset managers including BlackRock, and banking core/digital systems including Q2 and Jack Henry. Platform features include do-it-yourself investing, advisor-assisted workflows, goal-based financial planning, financial wellness tools, multi-lingual support, and handling of international addresses and citizenship. The company's site notes patent-pending status for its technology.
Go-to-market
Enterprise sales to financial institutions, with the company's website oriented around scheduling personalized demonstrations and highlighting partners, press and awards. Distribution reaches end investors indirectly through the brands and existing customer bases of partner institutions.
Financial institutions of all sizes, including community banks, credit unions, wealth managers, broker-dealers and RIAs, as well as non-financial companies seeking wealth management capabilities; end users are the institutions' retail customers seeking do-it-yourself or advisor-assisted investing.
Geography
Marstone was founded in and associated with Providence, Rhode Island; the acquirer FusionIQ is headquartered in Woburn, Massachusetts. The combined platform is described as serving financial institutions worldwide.
History
Founded in 2013 in Providence, Rhode Island, Marstone built an enterprise-ready white-label digital wealth platform for financial institutions and grew into a recognized independent provider in the WealthTech sector. In June 2026, FusionIQ announced the completed acquisition of Marstone, with Margaret J. Hartigan becoming FusionIQ's Chief Strategy Officer and Head of Marstone Digital and Christopher D. LaVine becoming Chief Delivery and Growth Officer.
Compiled by commissioned research from 5 cited public sources — announcements, filings, and press listed under research sources below.
Timeline · 3
launches, deals, and filingsFusionIQ, a digital wealth management platform founded in 2008 and headquartered in Woburn, Massachusetts, announced the completed acquisition of Marstone, Inc. The combined company merges FusionIQ's digital advice, self-directed brokerage, advisory workbench and multi-custodian integrations with Marstone's digital investing platform focused on goal-based financial planning and financial wellness.
Marstone was included in American Bankers' Best Places to Work in Fintech, and CEO Margaret J. Hartigan was a two-time recipient of the US FinTech Awards Innovator of the Year, as cited in the FusionIQ acquisition announcement.
As part of the acquisition, Margaret J. Hartigan became Chief Strategy Officer and Head of Marstone Digital at FusionIQ, and Christopher D. LaVine became Chief Delivery and Growth Officer.
Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.
In the news
▸Research sources · 5
primary sources listed
- Marstonemarstone.com · web
5 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does Marstone do?
- Marstone is a white-labeled digital wealth management platform for banks and credit unions, acquired by FusionIQ in June 2026.
- Who are Marstone's investors?
- Marstone's investors include Launchpad Capital, Slater Technology Fund.