Strategic Combination Strengthens End-to-End WealthTech Platform Serving Financial Institutions Worldwide

WOBURN, Mass. & PROVIDENCE, R.I.: FusionIQ, the innovative digital wealth management platform empowering financial institutions and advisors, today announced the completed acquisition of Marstone, Inc., one of the industry’s most celebrated and pioneering independent digital wealth technology providers. This combination brings together two complementary platforms to deliver an unparalleled WealthTech experience for banks, credit unions, wealth managers, and the clients they serve.

The acquisition marks an exciting development in the WealthTech sector that reflects the momentum both companies have built and signals a new era of accessible, AI-enabled financial planning and digital finance for all.

A Decade of Innovation, Leadership, and Impact

Founded in 2013 in Providence, Rhode Island, Marstone was built on a bold mission: to enhance financial literacy, deepen financial inclusion, and humanize finance for all. Under the visionary leadership of Co-Founder and CEO Margaret J. Hartigan and Co-Founder and Chief Strategy Officer Christopher D. LaVine, Marstone grew from an early idea into one of the most respected enterprise-ready platforms in WealthTech. Powered by Marstone™ enabled community banks, credit unions, and financial institutions of all sizes to rapidly deploy world-class digital wealth services with deep integrations across leading custodians including Pershing, asset managers including BlackRock and banking systems such as Q2 and Jack Henry.

Under Hartigan and LaVine’s leadership, Marstone was regularly recognized for its innovation and best in class technology as well as its corporate culture as evidenced by its inclusion in American Bankers Best Places to Work in Fintech. Hartigan is a two-time recipient of the US FinTech Awards Innovator of the Year, and a celebrated industry speaker and thought leader, who has championed financial inclusion and innovation on stages across the country.

Marstone’s Founders Join the FusionIQ Leadership Team

As part of the acquisition, both Marstone founders will join FusionIQ in senior leadership roles. Margaret J. Hartigan will serve as Chief Strategy Officer and Head of Marstone Digital, where she will drive the strategic vision and oversee the continued growth and evolution of the Marstone Digital platform within FusionIQ’s expanding ecosystem. Christopher D. LaVine will join as Chief Delivery and Growth Officer, bringing his deep operational expertise to ensure enriching client experiences, strategic relationships, and platform execution across the combined organization.

“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

A Combined Platform of Extraordinary Breadth

The combination of FusionIQ and Marstone creates a uniquely comprehensive AI embedded WealthTech ecosystem. FusionIQ’s proven enterprise-grade platform featuring digital advice, self-directed brokerage, advisory workbench and multi-custodian integrations now merges with Marstone’s market leading digital investing platform that focuses on goal-based financial planning, financial wellness, and offers deep institutional connectivity.

The result is a highly scalable end-to-end digital wealth platform purpose-built for institutions seeking an investment and financial planning solution to serve individuals wherever they are in the arc of wealth creation. The WealthTech market is growing rapidly as financial institutions look to further digitize their business and non-financial firms look to increase engagement through these digital tools. The combined platform delivers a more complete solution-pairing best-in-class client journeys with the ability to integrate with industrial-grade portfolio management solutions and multiple large custodians, shortening onboarding time and providing flexibility for clients.

Together, FusionIQ and Marstone will serve an expanded universe of community banks, credit unions, broker-dealers, RIAs, and non-financial companies seeking wealth management solutions - equipping them with the technology, integrations, and expertise to reach and retain more clients, drive revenue growth, and deliver a truly differentiated financial experience.

About FusionIQ

FusionIQ makes it easy for financial advisors and institutions to become digital wealth leaders. Founded in 2008 and headquartered in Woburn, Massachusetts, FusionIQ’s intuitive, all-in-one platform enables financial organizations to deliver configurable self-directed, digital advice, and advisor-assisted investing solutions under their own brand. FusionIQ provides enterprise-grade functionality combining business, technology, compliance, and client support in a fully digital ecosystem - helping companies improve client relationships, increase assets under management, and grow profitably. Learn more at www.fusioniq.com.

About Marstone, Inc.

Marstone is a leading digital wealth management platform with a mission to enhance financial literacy, deepen financial inclusion, and humanize finance for all. Its enterprise-ready solution, Powered by Marstone™, enables financial institutions to efficiently and affordably reach, acquire, and retain clients who seek straightforward information and engagement around their finances.

Marstone’s platform is multilingual and has expanded internationally to support opening US-based accounts for international investors. As a proven and trusted technology partner, Marstone has comprehensive integrations with custodians including Pershing, core banking platforms including, account aggregation platforms, and investment managers. These integrations provide organizations the opportunity to deploy a technology that will help future-proof their businesses as consumer expectations for digital wealth management evolve. Learn more at www.marstone.com.

Fonte: Business Wire