Key facts
- Marstone’s last known valuation is $33.0M.
- Notable investors include Castle Creek Capital, Amerant Bank, Apex Fintech Solutions, Equity Bancshares, John Thain — 14 tracked in total.
- Status: Privately Held (backing).
Leadership
- Jonathan StockdillChief Technology Officer
- ·The complete investor list — 14 names
- ·Watchlist + deal alerts for Marstone
- ·The full record, as it builds
Funding rounds
No funding rounds for Marstone are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Marstone
Developer of a digital wealth management platform designed to enhance financial literacy and inclusion. The company's platform offers automated investing services, customizable client portals, and seamless integration with custodians, enabling financial institutions to efficiently acquire and retain clients seeking straightforward financial engagement.
- Sector
- Information Technology
- HQ
- Providence, RI, United States
- Employees
- 30
- Website
- marstone.com/
- Ownership
- Privately Held (backing)
Marstone doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Marstone shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Marstone in its N-PORT filings yet. We sweep new filings monthly.