FusionIQ, a digital wealth management platform that empowers financial institutions and advisors, has finalized the acquisition of Marstone, Inc. an independent provider of digital wealth technology solutions. The deal unites two complementary WallTech innovators, resulting in a strengthened platform that will allow banks, credit unions, wealth managers, and their clients to benefit from improved digital investing and financial planning capabilities.
Strategic Combination Creates a More Comprehensive Wealth Management Ecosystem
This acquisition is not only a significant step for the combined companies but also a landmark event for the WealthTech industry. FusionIQ and Marstone joining forces means they can provide AI-driven financial planning, digital wealth management, and financial wellness solutions more innovatively, while also extending the availability of modern wealth services for a larger number of institutions and investors.
Marstone’s Legacy of Innovation and Financial Inclusion
Founded in Providence, Rhode Island in 2013, Marstone’s mission has been to enhance financial literacy, provide financial inclusion, and make financial services more accessible and personalized. The company has been developed into a reliable enterprise-grade WealthTech provider by two co-founders and the CEO Margaret J. Hartigan and the Chief Strategy Officer Christopher D. LaVine.
Via Marstone’s platform, community banks, credit unions, and financial institutions were enabled to introduce sophisticated digital wealth provisions after interfacing with major custodians like Pershing, asset managers including BlackRock, and core banking providers like Q2 and Jack Henry.
And its growing trajectory, Marstone was awarded for both its technological innovation and its workplace culture. The company was one of the Fintech Best Places to Work as named by American Banker, and on two separate occasions, Hartigan received the US FinTech Awards Innovator of the Year honor and became a recognized advocate for financial inclusion and innovation throughout the financial services sector.
Marstone Founders Take on Leadership Roles at FusionIQ As part of the integration, Marstone’s founders will assume key executive positions within the combined organization.
Margaret J. Hartigan has been appointed Chief Strategy Officer and Head of Marstone Digital, where she will guide strategic initiatives and oversee the continued development of the Marstone Digital platform within FusionIQ’s broader product ecosystem.
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Christopher D. LaVine will serve as Chief Delivery and Growth Officer, focusing on client success, strategic partnerships, operational excellence, and platform execution across the combined business.
“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.” Eric Noll, Chief Executive Officer, FusionIQ
“Joining FusionIQ is the natural next chapter in Marstone’s story. From day one, our mission has been to humanize 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.” Margaret J. Hartigan, Chief Strategy Officer & Head of Marstone Digital, FusionIQ
Expanded AI-Enabled WealthTech Platform
The combination of FusionIQ and Marstone creates a powerful, AI-enabled wealth management ecosystem that addresses the evolving needs of financial institutions.
FusionIQ brings its enterprise-grade capabilities to the table, such as digital advice solutions, self-directed brokerage services, advisory workbench tools, and multi-custodian integrations. Marstone, Then again, brings its strengths to bear for an already established digital investing platform centered around goal-oriented financial planning, financial wellness experiences, and extensive institutional connectivity.
Both companies are a perfect match as they combine their different strengths to develop one scalable, end-to-end solution that is capable of assisting people through the various stages of their financial life. The platform is able to provide institutions not only with more options but also with quicker execution times and better integration possibilities, Mainly with portfolio management systems and leading custodians. With the increasing popularity of digital wealth management solutions, the newly formed company will help financial institutions modernize client experience, raise engagement levels, and implement strategies to grow their business soon.
The expanded platform is designed to cater to lots of organizations such as community banks, credit unions, broker-dealers, registered investment advisors (RIAs), and even non-financial enterprises that are looking for innovative wealth management capabilities. By combining advanced technology, seamless integrations, and deep industry know-how, FusionIQ and Marstone intend to provide a unique wealth management experience that enables institutions to attract, engage, and retain clients, as well as discover new revenue streams.
