Marstone

Marstone operates as both a registered investment adviser (Marstone, LLC) and a digital advisory and financial wellness platform provider (Marstone, Inc.), offering white-label wealth management and financial wellness technology to banks, credit unions, and enterprises. The company has pursued partnerships with core banking infrastructure providers such as Nymbus to deepen its distribution into financial institutions. Its Series B in January 2024 signals continued investment in expanding the B2B embedded wealth/advisory platform.