When was Marstone founded?

Marstone was founded in 2013 and raised its 1st funding round 7 years after it was founded.

Where is Marstone located?

Marstone is headquartered in New York City, United States.

Who is the current CEO of Marstone?

Margaret J Hartigan of Marstone. They have also founded 1 company.

How many employees does Marstone have?

As of Aug 31, 2026, the latest employee count at Marstone is 19.

Is Marstone a funded company?

Marstone is a funded company, having raised a total of $13M across 3 funding rounds to date. The company's 1st funding round was a $***** Series A round, raised on May 2020.

When was the latest funding round of Marstone?

Marstone's latest funding was a $***** Series B round on Jan 26, 2024, with participation from 2 investors.

Where does Marstone rank among its competitors?

Marstone ranks 2nd amongst 85 active competitors, of which 19 are funded. It stands 6th in terms of total funding among its competitors. The most recent competitor to raise funding was Fundment, which secured $54.4M in Jan, 2025.

Who are the top competitors of Marstone?

Marstone's top competitors include 55ip, Fundment and Quantfolio. Among them, Fundment secured the most recent funding round in January, 2025.

Marstone - 2026 Company Profile, Team, Funding & Competitors

Marstone is an acquired company based in New York City (United States), founded in 2013 by Christopher D LaVine, Robert Stone and Margaret J Hartigan. It operates as a White label robo-advisory platform. Marstone has raised $13M in funding from investors like Amerant, Mendon Venture Partners and Apex Fintech Solutions. The company has 85 active competitors, including 19 funded and 9 that have exited. Its top competitors include companies like 55ip, Fundment and Quantfolio.

Company Details

White label robo-advisory platform. It is an enterprise-grade wealth management solution provider. It features a personalized portfolio, aggregation tools to link accounts. It offers services to banks, brokerages, insurance companies, and asset managers to add scale and leverage to their existing businesses.

Website: www.marstone.com/
Social
Email ID: *****@marstone.com
Phone Number: +1 **********

Key Metrics

Founded Year

2013

Location

New York City, United States

Stage

Acquired

Total Funding

$13M in 3 rounds

Latest Funding Round

Series B, Jan 26, 2024, $*****

Investors

Amerant & 10 more

Ranked

2^nd among 85 active competitors

Employee Count

19 as on Aug 31, 2026

Similar Companies

55ip & 107 more

Exit Details

Acquired by FusionIQ (Jun 22, 2026)

View Marstone's full profile

Marstone got acquired by FusionIQ on Jun 22, 2026.

Click here to take a look at Marstone's acquisition in detail

Marstone has raised a total funding of $13M over 3 rounds. Its first funding round was on May 2020. Its latest funding round was a Series B round on Jan 26, 2024 for $*****. 2 investors participated in its latest round. Marstone has 5 institutional investors and 6 angel investors.

Here is the list of recent funding rounds of Marstone:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jan 26, 2024	6160934	Series B	4301816	7582877	4042383	3907606
Jun 28, 2021	6773067	Series A	1562822	9136409	8282252	Peter Kraus & 5 more
May 2020	4649043	Series A	6951285	9115368	Apex Fintech Solutions	3334418

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View details of Marstone's funding rounds and investors

The founders of Marstone are Christopher D LaVine, Robert Stone and Margaret J Hartigan. Margaret J Hartigan is the CEO of Marstone.

Here are the details of Marstone's key team members:

Christopher D LaVine: Co-founder & Chief Strategy Officer of Marstone.
Contact Info: 1 email address
Robert Stone: Co-Founder & Chief Creative Officer of Marstone.
Margaret J Hartigan: Co-Founder & CEO of Marstone.
Contact Info: 1 email address

View details of Marstone's Founder profiles and Board Members

Marstone's employee count trend

Marstone has 19 employees as of Aug 26. Here is Marstone's employee count trend over the years:

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Top competitors of Marstone include 55ip, Fundment and Quantfolio. Here is the list of Top 10 competitors of Marstone, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	55ip 2015, Boston (United States), Acquired	White-label robo advisors for advisors & wealth management	$17.5M	FinRebel, Tectonic Ventures & 1 others	58/100
2nd	Marstone 2013, New York City (United States), Acquired	White label robo-advisory platform	$13M	Equity Bank, Mendon Venture Partners & 9 others	56/100
3rd	Fundment 2014, London (United Kingdom), Series C	White-label robo-advisor solution	$58.7M	Highland Europe, ETFS Capital & 2 others	50/100
4th	Quantfolio 2015, Bergen (Norway), Series A	Provider of platform for financial institutions to deliver client-facing digital advice	$1.64M	Link Venture Capital, Farvatn Venture & 5 others	50/100
5th	AQUMON 2015, Hong Kong (China), Series A	White-label robo advisors	$30M	Cyberport, Lenovo Capital and Incubator Group ... & 11 others	49/100
6th	Quantifeed 2013, Hong Kong (China), Series C	White-label robo advisory solutions for wealth management	$14.5M	Franklin Templeton Investments, HSBC & 6 others	48/100
7th	Fount 2015, Seoul (South Korea), Series C	App- based platform for robo advisory services	$49M	STIC Ventures, KT Investment & 14 others	48/100
8th	Abbove 2017, Etterbeek (Belgium), Seed	API-based white-label solution for wealth advisors	$1.51M	BNP Paribas Fortis	44/100
9th	CacheTech 2023, Logan (United States), Unfunded	AI-enabled investment advisory software	-	-	43/100
10th	Brookstone Capital Management 2006, Wheaton (United States), Acquired	Investment & risk management firm	-	-	43/100