Marstone

New York, United States Founded: 2013 • Age: 13 yrs Acquired By FusionIQ
White label robo-advisory platform
Annual revenue - Latest available
Total funding $13.0M 3 rounds
Employees - Tracked headcount
Investors 11 Known backers
Products 2 Services tracked
Competitors 10 Brand Intelligence

About Marstone

Marstone is a company based in New York (United States) founded in 2013 by Robert Stone and Margaret J Hartigan 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. 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
  • Sectors
    Technology
  • Email
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  • Phone
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  • Website
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  • Social
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  • Legal Name Marstone Llc
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $13 M (USD)

    in 3 rounds

  • Latest Funding Round
    $8 M (USD), Series B

    Jan 26, 2024

  • Investors
    Equity Bank

    & 10 more

  • Employee Count
    Not available
  • Acquired by
    FusionIQ

    (Jun 22, 2026)

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Products & Services of Marstone

Marstone offers a comprehensive portfolio of products and services, including Marstone Wealth and Marstone Platform.

Product name locked
Category locked
Primary

Turnkey platform for quick configuration of investment services.

Product name locked
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Empowers institutions with personalized, white-labeled investment tools.

People of Marstone

Headcount 10-50
Employee Profiles 17
Board Members and Advisors 10
Employee Profiles
People
Robert Stone
Chief Creative Officer & Co-Founder
People
Christopher D. LaVine
CFO, Chief Strategy Officer & Co-Founder
People
Jon Stockdill
CTO
People
Margaret J. Hartigan
CEO & Founder

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Board Members and Advisors
people
Peter Kraus
Chairman
people
Kristen Dickey
Board Member

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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.

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.

All
Venture Fund
Institutional
Angel
Investor Description Founded Year Domain Location
A venture capital firm is focused on banking technology innovations.
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Commercial banking services are provided to businesses and individuals.
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Commercial bank
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Investor details for Marstone

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Marstone

Investments
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Investment portfolio details for Marstone

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

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Financial Statements - Marstone

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Detailed financials for Marstone

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  • Profit trends
  • Statement rows
  • Financial ratios

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Marstone Comparisons

Marstone Primary company
Description
White label robo-advisory platform
Location
New York, United States
Founded Year
2013
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Marstone

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

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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.

Company Name Domain Founded year HQ Location Description
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White-label robo-advisory solutions are offered for wealth management firms.
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Retail financial solutions are provided to institutions and clients.
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Diversified investment management services are provided to clients.
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White-label robo-advisor solution
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White-label robo-advisors and wealth management solutions are provided.
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Asset management services are provided by Fount for financial freedom.
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Detailed competitors of Marstone

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  • Domains and locations
  • Full company profiles
  • Operating metrics
  • Competitive positioning

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Latest news on Marstone

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Complete news archive for Marstone

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  • Source and publication date
  • Older coverage
  • Brand-specific news history

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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 current CEO of Marstone. 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's top competitors include PINTEC, Bambu and InvestSuite.

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.

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