HomeUSAMarstone Raises $8M in Series B Funding

Marstone Raises $8M in Series B Funding

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Marstone

Marstone, a NYC-based digital investment and wealth planning firm, raised $8M in Series B funding.

The round was led by Mendon Venture Partners and South Rose Capital, alongside new investors including the Castle Creek Launchpad Fund and existing investor Equity Bank (NYSE: EQBK).

The company intends to use the funds to expand operations and its business reach.

Led by CEO Margaret J. Hartigan, Marstone provides a digital investment and wealth planning platform with a mission to enhance financial literacy, deepen financial inclusion, and humanize finance for all. Its enterprise-ready solution, Powered by Marstone, enables financial institutions to reach, acquire, and retain clients who seek information and engagement around their finances. Its platform is multilingual and has expanded internationally to support opening US-based accounts for international investors. Marstone has comprehensive integrations with custodians including Pershing, core banking platforms including Fiserv, account aggregation platforms, and investment managers.

FinSMEs

25/01/2024

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