Trusted. Flexible. Seamless.
Marstone improves your bottom line and helps you to meet your customers where they are. Our mission is to enhance financial literacy, deepen financial inclusion, and humanize finance for all by enabling organizations to easily offer digital wealth solutions. Powered by Marstone™, our enterprise-ready solution, is the proven way for financial institutions to efficiently and affordably reach, acquire, and retain clients who seek straightforward information and engagement around their finances.
As a trusted technology partner, we have comprehensive integrations with custodians including Pershing and Interactive Brokers, core banking systems providers including Fiserv, account aggregation platforms, and investment managers such as BlackRock. These vital integrations ensure organizations deploy a technology that keeps their business ahead of the curve as consumer expectations for digital wealth management evolve.
A few of our partners
Features of our platform
Flexible, Personalized Portfolios
Smart investing isn’t one size fits all, so we allow end investors to build a personalized portfolio based on their own goals, beliefs, and interests. After investors are guided through a few simple questions, our algorithms gauge their timing and risk tolerance to create an appropriate portfolio. Individual portfolios are then built and presented using our curated selection of exchange-traded funds, your own institution’s models, or models offered by our partners including BlackRock.
The Complete Financial Picture
Investments are typically just one piece of an end investor’s overall financial picture. We offer aggregation tools to link accounts held outside of Marstone, displaying everything in a unified and customizable dashboard. Our personalization tools offer customers an unprecedented level of control over their online experience, helping them learn and grow their financial understanding.
Fully digital, and ready for customization, our automated workflow processes and integrated systems are designed to enable greater operational efficiency for your team.
Our core-agnostic technology sits on top of your firm’s existing infrastructure, allowing for faster integration and a seamless user experience.
Flexible model management
We provide a range of wealth management solutions at your fingertips. You can use your own financial models, or leverage ones from our partners such as BlackRock.
Tested and secure
The Powered by Marstone platform has been verified by CA Technologies Veracode, so security is baked in.
Automated and Customizable
Our automated workflow processes and interactive reporting tools can be customized with different metrics and benchmarks, allowing you to generate summaries of accounts and advisors’ books.
One Platform, Many Ways to Partner
From local credit unions to investment shops and multinational banks, every institution is unique — our platform supports several engagement models to meet varied needs, no matter how complex. If you don’t see your type of institution listed, or if you’re curious about our ability to add custom features, contact us to start a conversation about how we can partner with you.
A turn-key solution in which our SEC-regulated IA acts in a sub-advisory capacity for the day-to-day management of your accounts, including trading and rebalancing
Leverage Marstone’s model-tested portfolios or use models from our third-party partners, including BlackRock
Clients access your investing platform through your company’s own branded website
Wealth management firms
Banks with wealth management capabilities
Use your proprietary risk-tolerance questionnaire and model portfolios, including asset classes and securities
Conduct day-to-day account management for your clients leveraging your business's existing custodial and technology frameworks
Clients access your investing platform as part of your company’s own branded website
Qualified banks and credit unions with no wealth offering
Insurance companies with no wealth offering
Allows you to assist clients in finding investment advisory solutions through Marstone’s digital offerings
Our SEC-regulated IA provides advisory services for your clients through our soft-branded platform
Your clients are automatically linked to a separate Marstone-hosted website for their investing experience, and your company’s logo is displayed as the referring institution
Marstone is an ensemble of experienced designers, technologists, storytellers, and wealth management practitioners who came together to develop a new breed of financial tools and investment solutions that are intuitive, useful, and relevant for everyone. We innovate in collaboration with clients and vendors, big and small, enabling them to reach and engage every current and prospective investor.
Margaret J. Hartigan
Chief Executive Officer and Founder
Inspired to demystify finance for everyone, Margaret founded Marstone. Formerly a top-quintile financial advisor for 10 years in the Global Wealth Management Group at Merrill Lynch, she is an active leader in the alumni and major development efforts at both Brown University and Phillips Exeter Academy. She’s a member of the Milken FinTech Advisory Committee.
Chief Creative Officer and Co-Founder
Knowing that meaningful products and successful companies are built through exceptional user experiences and constant innovation, Robert teamed with Margaret to create a new kind of financial services firm. A co-founder of Stone Yamashita Partners, he has been a creative director for more than 30 years and is a graduate of Art Center College of Design.
Board of Directors
Chairman and CEO, Aperture Investors
Former Chairman and CEO, AllianceBernstein
Tracy Killoren Chadwell
Founding Partner, 1843 Capital
Former Managing Director, BlackRock
Margaret J. Hartigan
CEO and Founder, Marstone Inc.
CEO, Rafferty Holdings, LLC
Former Managing Director, Fidelity International
Chief Marketing Officer, Lithium Technologies
Thomas E. Freeman
Former Executive Vice President, SunTrust
Former General Counsel and Managing Director, The D.E. Shaw Group
Former CIO, AllianceBernstein - Bernstein Private Wealth Management
Founder, Empact Innovation and Former Publisher, Bank Director