Marstone secures $8m in Series B funding as WealthTech leader.

January 25, 2024

Marstone, a leader in digital investment and wealth planning, has raised $8m in Series B funding. The round was led by Mendon Venture Partners and South Rose Capital, with participation from Castle Creek Launchpad Fund and existing investor Equity Bank. Marstone provides a comprehensive integrated solution for financial institutions, allowing them to offer personalised digital wealth strategies to clients. The platform offers features such as paperless account opening, performance reporting, data aggregation, and asset allocation. Marstone has already attracted clients such as Woodforest National Bank, Equity Bank, and Red River Credit Union. The funding will be used to further develop Marstone’s platform and expand its client base.

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