
171 Chestnut St, Providence, RI 02903, United States
Marstone's innovative solutions for digital investing and financial wellness empower institutions to expand their offerings, increase revenue, and build stronger customer relationships
Marstone is a leading digital wealth management platform with a mission to enhance financial literacy, deepen financial inclusion, and humanize finance for all. Its enterprise-ready solution, Powered by Marstone, enables financial institutions to efficiently and affordably reach, acquire, and retain clients who seek straightforward information and engagement around their finances.
As a proven and trusted technology partner, Marstone has comprehensive integrations with custodians including Pershing, core banking systems including Fiserv, account aggregation platforms, and investment managers. These integrations, in addition to Marstone’s partnerships with globally recognized foundations including the World Economic Forum Center for the Fourth Industrial Revolution and leadership participation in the Milken Institute's FinTech Advisory Committee, provide organizations the opportunity to deploy a technology that will help future-proof their businesses as consumer expectations for digital wealth management evolve.
Whether you're saving for a new home, preparing for your child's education, planning a big wedding, or building a secure retirement nest egg, we’re here to help you achieve your goals. Marstone’s personalized tools and educational resources are designed to help you build your brightest financial future — all with greater......
With our pre-built suite of features and a streamlined implementation process, a digital offering through Marstone can be live in as little as four weeks. Enhance your overall customer experience, and accelerate growth for your institution. Perfect for firms new to wealth management Marstone Wealth makes it easy to add investing services......