Digital advice
is here for

Introducing digital advice, Powered by Marstone.

Powered by Marstone is the white-label digital advice (robo-advisor) and financial planning platform that enables financial firms— including banks, brokerages, insurance companies, and asset managers—to quickly and cost effectively launch a digital storefront.

Expanding client relationships.

Marstone brings greater control, understanding, and transparency to investing, building trust and loyalty with your existing clients and additional access into new markets.

Learn more
Fulfill the DOL fiduciary ruling.

Marstone's white-label institutional solution allows advisors to comply with the Department of Labor's fiduciary ruling while serving their clients' needs more effectively.

Increase team productivity.

Our intuitive financial tools and integrated systems are designed to enable greater efficiency for your entire advisory team.

Learn more
Get up and running fast.

Marstone's custodial integration allows firms to launch a seamless digital-advice offering quickly and efficiently.

Learn more
Marstone is a financial services company that provides a new breed of online investment solutions and wealth-management tools. We focus on the needs and expectations of businesses and wealth managers, as well as the evolving requirements of our modern generation of clients and investors.

Welcome to the digital wealth revolution.

Request more information.

Thank you for your interest in Powered by Marstone. If you would like to learn more, please submit your contact info below and a member of our team will contact you shortly!

Thank You.

Thank you for your interest in Powered by Marstone. A member of our team will contact you shortly!