About Marstone
Marstone is a Technology company based in New York (United States) founded in 2013 by Robert Stone and Margaret J Hartigan, and was acquired by FusionIQ in June 2026. Marstone has raised $13 million across 3 funding rounds from investors including Equity Bank, Apex Fintech Solutions and Amerant. Its chief executive, as recorded, is Margaret J Hartigan. Marstone offers products and services including Marstone Wealth and Marstone Platform. Its focus areas include FinTech, Investment Tech, Wealth Management IT and White Label Robo Advisors. Its legal entity is Marstone LLC.
Company details
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.
- Headquarters New York, United States
- Founders Robert Stone, Margaret J Hartigan
- Stage Acquired
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website marstone.com
- Social LinkedIn X Facebook
- Acquired by FusionIQ (Jun 2026)
- Legal Name Marstone Llc
- Total Equity Funding$13M (USD)
in 3 rounds
- Latest Funding Round$8M (USD), Series B
Jan 2024
- InvestorsEquity Bank
& 10 more
- Acquired byFusionIQ
(Jun 2026)
Products & Services of Marstone
Marstone offers a comprehensive portfolio of products and services, including Marstone Wealth and Marstone Platform.
Turnkey platform for quick configuration of investment services.
Empowers institutions with personalized, white-labeled investment tools.
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 $13M
- Total Rounds 3
- Last Round Series B — $8M
- Investors Count 10
All 3 funding rounds of Marstone with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan 2024 | $8M | Series B | – | Mendon Venture Partners | |
| Jun 2021 | $5M | Series A | – | Amerant | |
| May 2020 | Series A | – | Apex Fintech Solutions | – |
11 investors in total: 5 institutional and 6 angel.
Investors in Marstone
Marstone has secured backing from 11 investors, including venture fund, institutional, and angel investors. Prominent investors backing the company include Equity Bank, Apex Fintech Solutions and Amerant.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
A venture capital firm is focused on banking technology innovations. | mendonventures.com | |||
Commercial banking services are provided to businesses and individuals. | 2002 | equitybank.com | Wichita, United States | |
Commercial bank | 2010 | amerantbank.com | Miami, United States | |
Apex Fintech Solutions is engaged in providing modern wealth tech for digital investing. | 2012 | apexfintechsolutions.com | Dallas, United States | |
PK Peter Kraus | unknown_d8e7cd6042944e638 | |||
JT John Thain | Indian angel investor with focus on early-stage tech startups. | unknown_e663edc17d01460d9 | ||
KD Kristen Dickey | unknown_92207f0e3ba245f98 | |||
TF Tom Freeman | Indian angel investor focusing on early-stage tech startups. | unknown_11569d4dda0c4f7eb | ||
RW Richard Wastcoat | unknown_d75c2441de6545048 | |||
MR Michael Rafferty | unknown_d5501eb8010b4349a |
Investor details for Marstone
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
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Verified entity values are shown only after access is granted.
People of Marstone
27 people are tracked at Marstone (10 in leadership, 10 in board & advisors, 7 in team).
| Name | Role | Group |
|---|---|---|
Christopher D LaVine | Co-founder & Chief Strategy Officer | Leadership |
Robert Stone | Co-Founder & Chief Creative Officer | Leadership |
Margaret J Hartigan | Co-Founder & CEO | Leadership |
Jon Stockdill | CTO | Leadership |
Jon S. | CTO | Leadership |
Zafar Iqbal | VP, Product Development | Leadership |
Benjamin Baker | Director of Enterprise Sales | Leadership |
James Uruba | Chief Compliance Officer & Head of Enterprise Risk | Leadership |
Martha McKinley | Director of Client Success | Leadership |
Linda Wittich | Advisor To CEO And Executive Leadership Team | Leadership |
Peter Kraus | Chairman | Board & advisors |
Kelsey Weaver | Advisor | Board & advisors |
Katherine Calvert | Advisor | Board & advisors |
Allison Netzer | Advisor | Board & advisors |
Kristen Dickey | Board Member | Board & advisors |
John Liftin | Advisor | Board & advisors |
Thomas E. Freeman | Advisor | Board & advisors |
Seth Masters | Advisor | Board & advisors |
Michael Rafferty | Board Member | Board & advisors |
Jerry Plush | Board Member | Board & advisors |
7 more people are available in the full profile.
Complete people profiles for Marstone
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Marstone
4 dated milestones of Marstone across 13 years, from founding to its latest funding, stage changes and deals.
- Founded Marstone is founded.
- Funding First funding round.
- Funding Latest funding round, Series B, of $8.0M.
- Exit Acquired by FusionIQ.
Web traffic of Marstone
The website of Marstone (marstone.com) receives about 3.3K visits a month.
- Monthly visits3.3K
▲ 222.4% vs previous month
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Marstone (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Marstone
Complete news archive for Marstone
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Frequently Asked Questions about Marstone
Marstone was founded in 2013 and raised its 1st funding round 7 years after it was founded.
Marstone is headquartered in New York, United States. It is registered at New York, New York, United States.
Margaret J Hartigan is the CEO of Marstone, as recorded in our data. They have also founded this company.
Marstone is a funded company, having raised a total of $13M across 3 funding rounds to date.
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.
Marstone offers Marstone Wealth and Marstone Platform.
Marstone has 11 investors. Key investors include Equity Bank, Apex Fintech Solutions, Amerant, FusionIQ, and Mendon Venture Partners.
Marstone operates through Marstone Llc.
Yes. Marstone was acquired by FusionIQ in June 2026.