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Marstone provides digital investment and wealth planning tools to financial institutions.
Founded in Rhode Island in 2013 by Margaret J. Hartigan and Robert Stone, Marstone develops digital investment and wealth planning tools. Its platform automates processes and reporting and integrates with financial tools, banking platforms, and investment managers. In January 2024, it 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.
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