FusionIQ has acquired Marstone, a US-based digital wealth technology company, bringing together two platforms serving banks, credit unions, wealth managers and their customers.
Financial terms of the deal remain undisclosed.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Marstone was founded in 2013 in Providence, Rhode Island.
Under co-founders Margaret Hartigan and Christopher LaVine, Marstone built a platform used by community banks, credit unions and other financial institutions to launch digital wealth services.
Its system connected with custodians such as Pershing, asset managers including BlackRock, and banking technology providers such as Q2 and Jack Henry.
Following the deal, both founders will take senior roles at FusionIQ.
Hartigan will become chief strategy officer and head of Marstone Digital, with responsibility for strategy and the development of the Marstone Digital platform within FusionIQ.
LaVine will join as chief delivery and growth officer, overseeing client delivery, strategic partnerships and platform implementation across the combined group.
Hartigan said: “Joining FusionIQ is the natural next chapter in Marstone’s story. From day one, our mission has been to humanise finance and expand access to real financial wellness. FusionIQ shares that passion with remarkable depth and scale. Chris and I are incredibly proud of everything our team has built and even more excited about what we will build together. The future of WealthTech is here, and it is just getting started.”
FusionIQ said the deal combines its technology, which includes digital advice, self-directed brokerage, an advisory workbench and multi-custodian links, with Marstone’s platform for digital investing, goal-based financial planning, financial wellness and institutional connectivity.
The combined business will offer a digital wealth platform for institutions looking for investment and financial planning tools for individuals at different stages of building wealth.
FusionIQ and Marstone will serve a wider set of organisations, including community banks, credit unions, broker-dealers, RIAs and non-financial companies seeking wealth management technology.
FusionIQ CEO Eric Noll said: “We are absolutely thrilled to welcome Marstone into the FusionIQ family. Margaret and Chris have built something genuinely special — a platform and a culture rooted in the belief that great financial guidance belongs to everyone. That mission aligns perfectly with ours, and together we are going to unlock possibilities for financial institutions and their clients that neither of us could have achieved alone.”
