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 to your business, even if you lack investing expertise. 

Launch quickly, with minimal disruption
Be operational in as little as four weeks so your business remains on track.

Automate processes and reduce costs 
Free up your team and resources with automated, fully digital onboarding and account management. 

Scale seamlessly, focus on growth
Marstone Wealth scales with your institution enabling you to focus on expanding your customer base.

Empower customers through deeper engagement 
Our do-it-yourself tools are backed up by professionally curated portfolios to build confidence and trust.

Marstone covers SEC compliance and legal requirements
Operate with peace of mind knowing that Marstone, our SEC-registered RIA, handles SEC compliance responsibilities.