Marstone
Curated by SignalCustomizable robo advisor platform enhancing digital wealth management services.
Overview
Marstone operates as a provider of white label robo-advisors, offering customizable digital wealth solutions that allow wealth managers to deliver automated investment advisory services under their own brand. The platform employs algorithms to create and manage diversified investment portfolios that are tailored to individual client risk profiles and financial goals. Key features of the platform include automatic rebalancing, tax-loss harvesting, and performance tracking. Marstone's offerings encompass personalized portfolios and aggregation tools designed to provide a comprehensive financial overview. The company targets wealth management firms, banks, and credit unions, aiming to address the need for improved profitability and customer satisfaction through its integrated and flexible solutions, which include the Marstone Maps financial planning tool.
Key facts
- Founded
- 2013
- Headquarters
- New York City, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 6 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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