# Marstone

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/marstone

- Industry: Financial Services
- Headquarters: Providence, US
- Website: www.marstone.com
- Total disclosed funding: $8M
- Latest round: Series B (Jan 25, 2024)
- Investors on record: 4

## About

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. raised USD 8 million in Series B funding co-led by Mendon Venture Partners and South Rose Capital, with participation from Castle Creek Launchpad, and Equity Bank also participated in this round. 

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.

## Funding rounds

- Series B, Jan 25, 2024, $8M — Equity Bank, Mendon Venture Partners, Castle Creek Launchpad, South Rose Capital

## Investors

- Equity Bank — Series B
- Mendon Venture Partners (https://capitalatlas.ai/funds/mendon-venture-partners) — Series B
- Castle Creek Launchpad (https://capitalatlas.ai/funds/castle-creek-launchpad) — Series B
- South Rose Capital — Series B