About Marstone
Marstone is a company based in New York (United States) founded in 2013 by Robert Stone and Margaret J Hartigan.. Marstone has raised $13 million across 3 funding rounds from investors including Equity Bank, Apex Fintech Solutions and Amerant. Marstone offers products and services including Marstone Wealth and Marstone Platform. Marstone operates in a competitive market with competitors including Quantifeed, PINTEC, Parmenion, Fundment and InvestSuite, among others.
- Headquarter New York, United States
- Founders Robert Stone, Margaret J Hartigan
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Sectors
Technology
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Email
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Phone
*********
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Website
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Social
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- Legal Name Marstone Llc
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$13 M (USD)
in 3 rounds
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Latest Funding Round
$8 M (USD), Series B
Jan 26, 2024
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Investors
Equity Bank
& 9 more
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Employee Count
Employee Count
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Products & Services of Marstone
Marstone offers a comprehensive portfolio of products and services, including Marstone Wealth and Marstone Platform. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Turnkey platform for quick configuration of investment services.
Empowers institutions with personalized, white-labeled investment tools.
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Funding Insights of Marstone
Marstone has successfully raised a total of $13M across 3 strategic funding rounds. The most recent funding activity was a Series B round of $8 million completed in January 2024. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 3
- Last Round Series B — $8.0M
- First Round First Round
- Investors Count 10
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan, 2024 | Amount | Series B - Marstone | Valuation | Mendon Venture Partners | |
| Jun, 2021 | Amount | Series A - Marstone | Valuation | Amerant | |
| May, 2020 | Amount | Series A - Marstone | Valuation | Apex Fintech Solutions |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Marstone
Marstone has secured backing from 10 investors, including venture fund, institutional, and angel investors. Prominent investors backing the company include Equity Bank, Apex Fintech Solutions and Amerant. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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A venture capital firm is focused on banking technology innovations.
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Founded Year | Domain | Location | |
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Commercial banking services are provided to businesses and individuals.
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Founded Year | Domain | Location | |
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Commercial bank
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Marstone
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Marstone
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Marstone Comparisons
Competitors of Marstone
Marstone operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Quantifeed, PINTEC, Parmenion, Fundment and InvestSuite, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
White-label robo-advisory solutions are offered for wealth management firms.
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| domain | founded_year | HQ Location |
Retail financial solutions are provided to institutions and clients.
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| domain | founded_year | HQ Location |
Diversified investment management services are provided to clients.
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| domain | founded_year | HQ Location |
White-label robo-advisor solution
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| domain | founded_year | HQ Location |
White-label robo-advisors and wealth management solutions are provided.
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| domain | founded_year | HQ Location |
Asset management services are provided by Fount for financial freedom.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Marstone
Frequently Asked Questions about Marstone
When was Marstone founded?
Marstone was founded in 2013 and raised its 1st funding round 7 years after it was founded.
Where is Marstone located?
Marstone is headquartered in New York, United States. It is registered at New York, New York, United States.
Who is the current CEO of Marstone?
Margaret J Hartigan is the current CEO of Marstone. They have also founded this company.
Is Marstone a funded company?
Marstone is a funded company, having raised a total of $13M across 3 funding rounds to date.
What does Marstone do?
White label robo-advisory platform. It is an enterprise-grade wealth management solution provider. It features a personalized portfolio, aggregation tools to link accounts. It offers services to banks, brokerages, insurance companies, and asset managers to add scale and leverage to their existing businesses.
Who are the top competitors of Marstone?
Marstone's top competitors include PINTEC, Bambu and InvestSuite.
What products or services does Marstone offer?
Marstone offers Marstone Wealth and Marstone Platform.
Who are Marstone's investors?
Marstone has 10 investors. Key investors include Equity Bank, Apex Fintech Solutions, Amerant, Mendon Venture Partners, and Peter Kraus.