Marstone, Inc.

Financial ServicesRhode Island, United States11-50 Employees

Marstone, Inc. operates in the financial services sector as a digital wealth management technology provider. Its enterprise-grade platform, Powered by Marstone, helps financial institutions reach and engage clients who want clear information and streamlined management of their finances, including capabilities like data aggregation, portfolio trading and rebalancing, and goal planning.

Headquartered in Providence, Rhode Island, the company serves financial institutions seeking to modernize client experiences. It maintains integrations with custodians such as Pershing and core banking systems like Fiserv, and has partnerships with global organizations including the World Economic Forum Center for the Fourth Industrial Revolution, while participating in the Milken Institute's FinTech Advisory Committee. In June 2026, FusionIQ acquired Marstone, signaling a shift in ownership and an expansion of the platform's reach.

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