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Chief Financial Officer / Chief Strategy Officer

Christopher LaVine, CFA

Chief Compliance Officer & Head of Enterprise Risk

James Uruba

CEO and Founder

Margaret J. Hartigan

Lead Digital Strategist

Martha McKinley

Director of Enterprise Sales

Patrick Burke

Operations

Hartleys Preston

Senior Scrum Master

Jonathan Wellington

Quality Assurance Manager

Laura Kopp

Software Developer

Ben Fish

Senior Software Engineer

Benjamin Souza

Peter S. Kraus

Seth Masters

Margaret Hartigan

Katherine Calvert

John Liftin

Richard Wastcoat

Davey Quinn

Thomas E. Freeman

Chief Executive Officer & Founder

Robert Stone

Chief Creative Officer and Co-Founder

FinTech Companies With More Than $1M in Revenue (Top 10K)

Northeastern US Companies With Less Than $50M in Revenue (Top 10K)

Greater New York Area Companies (Top 10K)

East Coast Wealth Management Female Founded Companies

Marstone is the leading, independent provider of enterprise-ready, digital wealth management solutions. Powered by Marstone™, our fully customizable and turnkey platform, enables banks, investment advisors, and financial institutions of all sizes to acquire and retain clients who seek straightforward digital advice for investing. A tool for digital transformation, its fully paperless workflows enable back-office efficiencies.

Mendon Venture Partners

South Rose Capital

Series B - Marstone Inc.

Amerant Bancorp

Series A - Marstone Inc.

New York

United States

North America

Marstone Inc.

Marstone’s Cordero the right ‘people’ person at the right time

Marstone Announces Close of $5 Million Series A Funding

Providence fintech firm partners with investment adviser in St. Louis

Providence fintech firm Marstone announces new partnership, hiring plans

Hartigan fully invested in her fintech firm Marstone Inc.

Marstone Announces Partnership with World Economic Forum’s Centre for the Fourth Industrial Revolution

A digital platform for financial institutions to offer wealth management services, integrating with existing infrastructure and multiple custodians for seamless back-end integration.

Allows end investors to create personalized investment portfolios based on individual goals, beliefs, and risk tolerance, using algorithms and a selection of exchange-traded funds or partner models.

A tool for aggregating financial accounts outside of the Marstone platform, providing a unified dashboard for a comprehensive view of an investor's finances.

Customizable automated processes and reporting tools for operational efficiency, enabling summaries of accounts and advisor books with various metrics and benchmarks.

Service for institutional investors, investment firms, and banks, offering integration with proprietary models and account management within existing frameworks.

A turn-key solution where Marstone's SEC-regulated RIA acts as a sub-advisor, offering trading and rebalancing services, and leveraging Marstone or partner models.

Saudi Arabia

Asia

Venezuela

South America

Peru

United Arab Emirates

HTML5

Amazon Route 53

Google Fonts

Adobe Fonts

Valimail

Office 365

Microsoft Outlook

Marstone is the leading, independent provider of digital wealth solutions designed to improve financial literacy, deepen financial inclusion, and humanize finance for all by enabling organizations to easily offer digital wealth services to their clients.

Marstone

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news impact assignment basic	general	Mar 7, 2024 1:34 AM	fb92e841
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news processing basic	general	Mar 7, 2024 1:34 AM	51fd9833
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crunchbase trigger	general	Nov 25, 2024 9:06 AM	143d5e1b
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translate crunchbase fundingrounds	general	Nov 25, 2024 3:03 PM	b8730b25
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news basic	general	Mar 7, 2024 1:34 AM	5357c12b
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