Marstone

Financial ServicesSeries BProvidence, USmarstone.com

Latest round

Series B

Last raised

Jan 2024

Total raised

$8M

Investors

4

About Marstone

Based in Rhode Island, US, and founded in 2013 by CEO Margaret J. Hartigan and CCO Robert Stone, Marstone, Inc. operates as a fintech company providing wealth management solutions for the financial industry through its platform. In January 2024, Marstone, Inc.  Marstone, Inc. developed a digital investment and wealth planning platform for providing financial insights and assistance. The company’s platform automated processes and reporting tools, that manage various metrics, benchmarks, and allows users to create summaries of accounts. In addition, the firm provides integration with various financial tools such as Pershing, core banking platforms including Fiserv, account aggregation platforms, and investment managers.

Who invested in Marstone

4 investors across 1 round

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Funding rounds

  1. Series B

    Jan 25, 2024

    Amount

    $8M

    Investors

    Locked

Questions about Marstone

Who invested in Marstone?

Marstone has 4 investors on record across 1 venture round. Sign up free to see every VC on the cap table and the rounds they joined.

How much funding has Marstone raised?

Marstone has raised 1 venture round. Sign up free to see how much each round raised and the total.

When did Marstone last raise money?

Marstone's most recent round on record is a Series B, in Jan 2024.

What does Marstone do?

Based in Rhode Island, US, and founded in 2013 by CEO Margaret J.

Where is Marstone headquartered?

Marstone is headquartered in Providence, US.

Which VCs invest in companies like Marstone?

Among active investors with capital left to deploy, Radical Ventures, Ribbit Capital, TrueBridge Capital Partners and Tribe Capital back financial services companies at Marstone's stage. Their profiles are linked below.

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