Our Solutions

Marstone Wealth

Launch your digital investing product in weeks, not months.

Marstone Wealth, our turnkey wealth-management-as-a-service investing solution, lets financial firms efficiently and cost-effectively deliver an automated investing service to customers. With our pre-built suite of features and a streamlined implementation process, a digital offering through Marstone can be live in as little as four weeks. Enhance your overall customer experience, and accelerate growth for your institution.

Perfect for firms new to wealth management 

Marstone Wealth makes it easy to add investing services to your business, even if you lack investing expertise. 

Launch quickly, with minimal disruption

Be operational in as little as four weeks so your business remains on track.

Automate processes and reduce costs 

Free up your team and resources with automated, fully digital onboarding and account management. 

Scale seamlessly, focus on growth

Marstone Wealth scales with your institution enabling you to focus on expanding your customer base.

Empower customers through deeper engagement 

Our do-it-yourself tools are backed up by professionally curated portfolios to build confidence and trust.

Marstone, LLC covers SEC compliance and legal requirements

Operate with peace of mind knowing that Marstone, LLC, our SEC-registered RIA, handles SEC compliance responsibilities. 

Marstone Platform

Our most flexible investing solution adapts to your needs.

Our customizable white-label solution, Marstone Platform, is designed for larger institutions and financial firms seeking greater control over their digital offering. By providing flexibility around the RIA, portfolio models, feature set, branding, localization, and integration, Marstone Platform lets institutions personalize the investing experience to align with their business goals, technological requirements, and established brand identity. 

Expand your wealth management arsenal 

Offer low-cost automated investing alongside your existing personalized advisory services to attract a wider customer base.

Customize your offering with flexible options 

Tailor Marstone Platform's functionality to your specific needs and prioritize features that align with your business goals.

Brand the solution for your institution 

White label the Marstone Platform solution so its branding aligns with the rest of your digital ecosystem.  

Unleash new capabilities with ease 

Leverage a smooth and efficient implementation process that adds additional capabilities to your existing technology stack. 

Benefit from a scalable, localized solution 

Marstone Platform scales and adapts alongside your business, offering multilingual support for an evolving global market.

Unlock data-driven growth 

Leverage data-driven insights to gain a deeper understanding of your customer base. Optimize your offerings and personalize the user experience for improved customer satisfaction.

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.