Marstone
Financial Software · Rhode Island, United States · 11-50 Employees
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Overview
Headquarters
171 Chestnut St, Providence, Rhode Islan...Phone Number
(212) 203-7790Website
www.marstone.comRevenue
$6.7 MillionIndustry
ZI Rank: 1
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ZI Rank
2
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About Marstone
Marstone is a digital wealth management platform with a mission to enhance financial literacy, deepen financial inclusion, and humanize finance for all. Its enterprise-ready solution, Powered by MarstoneTM, enables financial institutions to efficiently and affordably reach, acquire, and retain clients who seek straightforward information and engagement around their finances. The company is headquartered in Providence, RI.Explore more
Marstone Org Chart
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Marstone is experiencing very low activity levels compared to other companies in the Software sector.
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Marstone financials insights
Gather financial insights about Marstone, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
2021
Debt
$469K
Series A
$5M
2024
Series B
$8M
Marstone Tech Stack
A closer look at the technologies used by Marstone
Most Recent Scoops
Funding
Executive Move
Board of Directors
Funding
Funding
Marstone has received an SBA PPP loan in the amount of $469,370 from The Washington Trust Company of Westerly resulting in the retention of 27 jobs.
Funding
Marstone News & Media
Marstone’s Digital Tool Simplifying Investment Management Coming to Elevations’ Members
NEW YORK & BOULDER, Co.--(BUSINESS WIRE)-- #banking--The investment management platform from Marstone, Inc., is now available to over 175,000 Elevations Credit Union members. With clear language and visuals, automation, continuous portfolio monitoring and a low barrier to entry, Marstone makes it simple for anyone to start investing. At the heart of this relationship between Elevations and Marstone is a shared vision to make financial wellness universally accessible. “Elevations' commitment to sAltaOne Partners with Marstone to Launch Seamless Digital Wealth Management Solution for Members
NEW YORK--(BUSINESS WIRE)-- #banking--AltaOne Federal Credit Union is excited to announce a new chapter in financial empowerment by partnering with Marstone, Inc., a leading digital wealth management solutions provider, to bring an innovative and accessible wealth management experience to its members. This collaboration will empower AltaOne members with personalized investment options, professional guidance, and an intuitive platform designed to simplify their financial journey. By offering MarsMarstone Announces $8M Series B to Drive New Fee-Based Revenue for Financial Institutions via Digital Investment and Planning Offering
NEW YORK--(BUSINESS WIRE)-- #banking--Marstone Announces $8M Series B to Drive New Fee-Based Revenue for Financial Institutions via Digital Investment and Planning OfferingMarstone Announces Partnership With Woodforest National Bank® to Deliver Digital Wealth Management to Its Customers
NEW YORK--(BUSINESS WIRE)-- #banking--Marstone Announces Partnership with Woodforest National Bank® to Deliver Digital Wealth Management to its Customers
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Marstone is a digital wealth management platform with a mission to enhance financial literacy, deepen financial inclusion, and humanize finance for all. Its enterprise-ready solution, Powered by MarstoneTM, enables financial institutions to efficiently and affordably reach, acquire, and retain clients who seek straightforward information and engage... Read More
