Drive growth and revenue though greater engagement. 


Drive growth and revenue though greater engagement. 


Give your bank's customers the digital investing tools they need and deepen your relationship.

For community and regional banks, the Marstone digital investing platform complements, and enriches, your existing digital ecosystem. Provide your customers with our easy-to-use tools, so they can start investing and track their portfolio alongside your other services.


Empower every customer to take control of their financial goals and strengthen your relationship as a trusted financial partner.


Your customers are looking for more than just a bank—they want a partner in their financial journey. With Marstone's digital investing platform, you can empower them to take control of their finances while remaining within your current banking ecosystem.

Tools that are modern and easy to access are key to building stronger relationships with your customers. 

Low account minimums

Costly investment barriers are outdated. Your customers/members can get started with just $500.

Technology Partner

Depending on your institution, the Marstone Platform can be configured for your institution within weeks. Our team will guide you through the process and work with you to deliver the right solution for your institution.

A deeper financial picture

With Marstone’s integrated dashboard, your customers can link their financial accounts in one place, giving them the confidence to make informed decisions.

Benefits

Strengthened customer loyalty

Empower your customers to start investing digitally with Marstone’s tools, fostering deeper connections.

Reduced attrition

Expand your suite of services to maximize customer retention and create additional lines of revenue.

Support existing advisors

If your institution has advisors, Marstone has modern tools to streamline and digitize the account opening experience.

Maximized adoption

Leverage our marketing services and educational resources to drive awareness, adoption, and continued engagement with the platform.

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. 

© 2024 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. 

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.