Your credit union members are already investing -
Marstone will help them do it with you.
Marstone makes investing easy, affordable, and personal. Our turnkey, pre-built, digital platform augments your credit union's online banking features, providing members with a convenient and accessible way to invest. Whether they are saving for a dream home, their children's education, or a secure retirement, Marstone's step-by-step guidance and tailored investment strategies are designed to help each member achieve their financial goals.
Make your credit union the preferred financial hub.
Low account minimums
An affordable $500 minimum makes investing accessible to a broader range of members.
Fast implementation
Our digital investing platform can be launched in as little as 4 weeks, with minimal tech support required from your credit union.
Expert guidance
Our professionally curated portfolios and ongoing investment oversight means greater confidence and peace of mind for each investor.
Greater financial awareness
Members can link other financial accounts to their personal dashboard to track their financial picture.
Benefits
Centralized oversight
Marstone, LLC serves as the RIA for all investment accounts, consolidating legal compliance, and operational requirements under one roof.
Stronger member relationships
Empower members to set goals with Marstone’s tools, fostering deeper connections.
Stop losing members to the competition!
Provide a robust suite of services to maximize member retention.
New non-interest income
Generate income through revenue-sharing while also building an expanded financial planning pipeline.
Marketing support is provided
Leverage our marketing services and educational resources to drive awareness, adoption, and continued engagement with the platform.
