Our Awards

Marstone is honored to be recognized as a winner at the 2024 Banking Tech Awards

Marstone is honored to be recognized as a winner at the 2024 Banking Tech Awards

Marstone is honored to be recognized as a winner at the 2024 Banking Tech Awards

Marstone is honored to be recognized as a winner at the 2024 Banking Tech Awards

US 2021 Fintech Awards Finalist, Innovator of the Year: Finalist in 2021 for Innovator of the Year at the US Fintech Awards.

US 2021 Fintech Awards Finalist, Innovator of the Year: Finalist in 2021 for Innovator of the Year at the US Fintech Awards.

US 2021 Fintech Awards Finalist, Innovator of the Year: Finalist in 2021 for Innovator of the Year at the US Fintech Awards.

US 2021 Fintech Awards Finalist, Innovator of the Year: Finalist in 2021 for Innovator of the Year at the US Fintech Awards.

Global Excellence Award Winner by Acquisition International: Received a Global Excellence Award from Acquisition International.

Global Excellence Award Winner by Acquisition International: Received a Global Excellence Award from Acquisition International.

Global Excellence Award Winner by Acquisition International: Received a Global Excellence Award from Acquisition International.

Global Excellence Award Winner by Acquisition International: Received a Global Excellence Award from Acquisition International.

WealthManagement.com Industry Awards Winner 2020: Honored again in 2020 for excellence in the wealth management industry.

WealthManagement.com Industry Awards Winner 2020: Honored again in 2020 for excellence in the wealth management industry.

WealthManagement.com Industry Awards Winner 2020: Honored again in 2020 for excellence in the wealth management industry.

WealthManagement.com Industry Awards Winner 2020: Honored again in 2020 for excellence in the wealth management industry.

Women in Technology & Data Awards 2020 - Startup Professional of the Year: Margaret Hartigan: CEO Margaret Hartigan honored in 2020 for leadership in technology and data.

Women in Technology & Data Awards 2020 - Startup Professional of the Year: Margaret Hartigan: CEO Margaret Hartigan honored in 2020 for leadership in technology and data.

Women in Technology & Data Awards 2020 - Startup Professional of the Year: Margaret Hartigan: CEO Margaret Hartigan honored in 2020 for leadership in technology and data.

Women in Technology & Data Awards 2020 - Startup Professional of the Year: Margaret Hartigan: CEO Margaret Hartigan honored in 2020 for leadership in technology and data.

Wealth Tech 100 Awards Winner 2019: Recognized in 2019 as one of the top 100 innovative wealth tech companies.

Wealth Tech 100 Awards Winner 2019: Recognized in 2019 as one of the top 100 innovative wealth tech companies.

Wealth Tech 100 Awards Winner 2019: Recognized in 2019 as one of the top 100 innovative wealth tech companies.

Wealth Tech 100 Awards Winner 2019: Recognized in 2019 as one of the top 100 innovative wealth tech companies.

Best Back-office/Core Service Provider by Finovate Awards 2019: Awarded in 2019 for outstanding back-office and core service solutions.

Best Back-office/Core Service Provider by Finovate Awards 2019: Awarded in 2019 for outstanding back-office and core service solutions.

Best Back-office/Core Service Provider by Finovate Awards 2019: Awarded in 2019 for outstanding back-office and core service solutions.

Best Back-office/Core Service Provider by Finovate Awards 2019: Awarded in 2019 for outstanding back-office and core service solutions.

WealthManagement.com Industry Awards Winner 2017: Honored in 2017 for excellence in the wealth management industry.

WealthManagement.com Industry Awards Winner 2017: Honored in 2017 for excellence in the wealth management industry.

WealthManagement.com Industry Awards Winner 2017: Honored in 2017 for excellence in the wealth management industry.

WealthManagement.com Industry Awards Winner 2017: Honored in 2017 for excellence in the wealth management industry.

Vericode Certified Standard by CA Technologies: Achieved Vericode Certified Standard, ensuring high standards in software security.

Vericode Certified Standard by CA Technologies: Achieved Vericode Certified Standard, ensuring high standards in software security.

Vericode Certified Standard by CA Technologies: Achieved Vericode Certified Standard, ensuring high standards in software security.

Vericode Certified Standard by CA Technologies: Achieved Vericode Certified Standard, ensuring high standards in software security.

Top 10 Wealth Management Providers of 2017 by Banking CIO Outlook: Named among the top 10 wealth management providers in 2017 by Banking CIO Outlook.

Top 10 Wealth Management Providers of 2017 by Banking CIO Outlook: Named among the top 10 wealth management providers in 2017 by Banking CIO Outlook.

Top 10 Wealth Management Providers of 2017 by Banking CIO Outlook: Named among the top 10 wealth management providers in 2017 by Banking CIO Outlook.

Top 10 Wealth Management Providers of 2017 by Banking CIO Outlook: Named among the top 10 wealth management providers in 2017 by Banking CIO Outlook.

WBE Certification from NWBOC: Recognized as a certified Women Business Enterprise by the National Women Business Owners Corporation.

WBE Certification from NWBOC: Recognized as a certified Women Business Enterprise by the National Women Business Owners Corporation.

WBE Certification from NWBOC: Recognized as a certified Women Business Enterprise by the National Women Business Owners Corporation.

WBE Certification from NWBOC: Recognized as a certified Women Business Enterprise by the National Women Business Owners Corporation.

Top 10 Wealth Management Providers of 2017 by Banking CIO Outlook: Named among the top 10 wealth management providers in 2017 by Banking CIO Outlook.

Top 10 Wealth Management Providers of 2017 by Banking CIO Outlook: Named among the top 10 wealth management providers in 2017 by Banking CIO Outlook.

Top 10 Wealth Management Providers of 2017 by Banking CIO Outlook: Named among the top 10 wealth management providers in 2017 by Banking CIO Outlook.

Top 10 Wealth Management Providers of 2017 by Banking CIO Outlook: Named among the top 10 wealth management providers in 2017 by Banking CIO Outlook.

Our Mission

Our Mission

Our Mission

Our Mission

Our mission is to enhance financial literacy, deepen financial inclusion, and humanize finance for all by enabling organizations to easily offer digital wealth services to their clients.

Marstone is the leading, independent provider of digital wealth solutions designed to improve your bottom line and help meet your customers where they are. Our enterprise-ready platform is the proven way for financial institutions to efficiently and affordably reach, acquire, and retain clients who seek straightforward information and engagement around their finances.

Marstone is a leading digital wealth management platform dedicated to enhancing financial literacy and inclusion.

Advisory services offered through Marstone LLC. Marstone LLC is an SEC registered investment adviser.  Registration does not imply a certain level of skill or training.  The content is developed from sources believed to be providing accurate information.  The information is not intended to as tax or legal advice.  Please consult legal or tax professionals for specific information regarding your individual situation.  The opinions expressed and materials provided are for general information and should not be considered a solicitation for the purchase or sale of any security or as specific investment advice for an individual’s situation.  Please consider your objectives before investing. Past performance does not guarantee future results. Investing involves risk, and there is the potential for loss with any investment, including the loss of principal.


Marstone Inc. is a financial technology firm and is an affiliate of Marstone LLC.  Any articles, awards, endorsements, or testimonials included on this website are related to Marstone Inc. and not related directly to advisory services offered through Marstone LLC. 

© 2025 Marstone, Inc. All Rights Reserved. Marstone and the Marstone logo are trademarks of Marstone, Inc. Patent Pending

Marstone is a leading digital wealth management platform dedicated to enhancing financial literacy and inclusion.

Advisory services offered through Marstone LLC. Marstone LLC is an SEC registered investment adviser.  Registration does not imply a certain level of skill or training.  The content is developed from sources believed to be providing accurate information.  The information is not intended to as tax or legal advice.  Please consult legal or tax professionals for specific information regarding your individual situation.  The opinions expressed and materials provided are for general information and should not be considered a solicitation for the purchase or sale of any security or as specific investment advice for an individual’s situation.  Please consider your objectives before investing. Past performance does not guarantee future results. Investing involves risk, and there is the potential for loss with any investment, including the loss of principal.


Marstone Inc. is a financial technology firm and is an affiliate of Marstone LLC.  Any articles, awards, endorsements, or testimonials included on this website are related to Marstone Inc. and not related directly to advisory services offered through Marstone LLC. 

© 2025 Marstone, Inc. All Rights Reserved. Marstone and the Marstone logo are trademarks of Marstone, Inc. Patent Pending

Marstone is a leading digital wealth management platform dedicated to enhancing financial literacy and inclusion.

Advisory services offered through Marstone LLC. Marstone LLC is an SEC registered investment adviser.  Registration does not imply a certain level of skill or training.  The content is developed from sources believed to be providing accurate information.  The information is not intended to as tax or legal advice.  Please consult legal or tax professionals for specific information regarding your individual situation.  The opinions expressed and materials provided are for general information and should not be considered a solicitation for the purchase or sale of any security or as specific investment advice for an individual’s situation.  Please consider your objectives before investing. Past performance does not guarantee future results. Investing involves risk, and there is the potential for loss with any investment, including the loss of principal.


Marstone Inc. is a financial technology firm and is an affiliate of Marstone LLC.  Any articles, awards, endorsements, or testimonials included on this website are related to Marstone Inc. and not related directly to advisory services offered through Marstone LLC. 

© 2025 Marstone, Inc. All Rights Reserved. Marstone and the Marstone logo are trademarks of Marstone, Inc. Patent Pending

Marstone is a leading digital wealth management platform dedicated to enhancing financial literacy and inclusion.

Advisory services offered through Marstone LLC. Marstone LLC is an SEC registered investment adviser.  Registration does not imply a certain level of skill or training.  The content is developed from sources believed to be providing accurate information.  The information is not intended to as tax or legal advice.  Please consult legal or tax professionals for specific information regarding your individual situation.  The opinions expressed and materials provided are for general information and should not be considered a solicitation for the purchase or sale of any security or as specific investment advice for an individual’s situation.  Please consider your objectives before investing. Past performance does not guarantee future results. Investing involves risk, and there is the potential for loss with any investment, including the loss of principal.


Marstone Inc. is a financial technology firm and is an affiliate of Marstone LLC.  Any articles, awards, endorsements, or testimonials included on this website are related to Marstone Inc. and not related directly to advisory services offered through Marstone LLC. 

© 2025 Marstone, Inc. All Rights Reserved. Marstone and the Marstone logo are trademarks of Marstone, Inc. Patent Pending