Marstone: A leading digital platform enhancing financial literacy and inclusion through efficient wealth management.
Location
New York City, NY, US
Founded
2013
Marstone is a leading digital wealth management platform focused on enhancing financial literacy and inclusion. It offers an enterprise-ready solution, "Powered by Marstone," which enables financial institutions to efficiently acquire, retain, and serve clients. The platform is designed to be flexible and seamless, integrating easily with existing systems to improve financial outcomes for users.
Marstone's investment philosophy centers on humanizing finance and making wealth management accessible to a broader audience. The firm provides unique value-add services, including comprehensive digital tools that support financial institutions in delivering personalized financial advice and education. Key partners and decision-makers at Marstone are dedicated to leveraging technology to foster financial well-being and inclusion across diverse demographics.
Marstone - Classification
Also Known As
Marstone Pty. Ltd.
NAICS
520000Finance and Insurance
SIC
6200Security And Commodity Brokers, Dealers, Exchanges, And Services
6280Services Allied With The Exchange Of Securities Or Commodities
6282Investment Advice
Show 7 more industry codes
NAICS
522000Credit Intermediation and Related Activities
522300Activities Related to Credit Intermediation
522320Financial Transactions Processing, Reserve, and Clearinghouse Activities
SIC
6000Depository Institutions
8700Engineering, Accounting, Research, Management, And Related Services
