FusionIQ announced that it has completed the acquisition of Marstone, a digital wealth technology provider. The acquisition combines two digital wealth management platforms serving banks, credit unions, wealth managers, broker-dealers, RIAs, and other companies seeking wealth management solutions.
FusionIQ said the combination strengthens its end-to-end WealthTech platform and supports a new phase of accessible, AI-enabled financial planning and digital finance.
Founded in 2013 in Providence, Rhode Island, Marstone was built to enhance financial literacy, deepen financial inclusion, and humanize finance.
Marstone’s Powered by Marstone platform enables community banks, credit unions, and financial institutions to deploy digital wealth services with integrations across custodians, asset managers, and banking systems.
As part of the acquisition, Marstone Co-Founder and CEO Margaret J. Hartigan will join FusionIQ as Chief Strategy Officer and Head of Marstone Digital. Co-Founder and Chief Strategy Officer Christopher D. LaVine will join FusionIQ as Chief Delivery and Growth Officer.
FusionIQ said the combined platform will merge its enterprise-grade digital advice, self-directed brokerage, advisory workbench, and multi-custodian integrations with Marstone’s digital investing platform focused on goal-based financial planning and financial wellness.
The company said the combined WealthTech ecosystem is designed for institutions seeking investment and financial planning solutions that can serve clients across the wealth creation lifecycle.
FusionIQ said the platform will help institutions reach and retain more clients, drive revenue growth, shorten onboarding timelines, and deliver a more flexible digital wealth management experience.
KEY QUOTES:
“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 of 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 and Head of Marstone Digital at FusionIQ
