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.

Finance

Marstone

Marstone's headquarters in Providence, RI, United States

Margaret J. Hartigan

Benjamin Baker

Martha McKinley

Linda Wittich

James Uruba

Zafar Iqbal

Christopher D. LaVine

Jon Stockdill

Peter Kraus

Kelsey Weaver

Katherine Calvert

Allison Netzer

Kristen Dickey

John Liftin

Thomas E. Freeman

Seth Masters

Michael Rafferty

Jerry Plush

The Technical Advisory Board at Marstone plays a crucial role in guiding the strategic direction of the company's technology initiatives. Composed of industry experts and thought leaders, the team provides insights on best practices, evaluates emerging technologies, and ensures that Marstone's digital wealth management solutions remain innovative and user-friendly. Their collective expertise helps shape the platform’s development to better meet the needs of financial institutions and their clients.

Technical Advisory Board

The Engineering and Development team at Marstone is responsible for designing, building, and maintaining the digital infrastructure of the wealth management platform. This cross-functional team collaborates on software development, system architecture, and cloud operations to deliver scalable and user-friendly solutions. By leveraging agile methodologies and innovative technologies, they ensure the platform meets the evolving needs of financial institutions and enhances user engagement in personal finance.

Engineering and Development

The Leadership Team at Marstone is responsible for setting the strategic vision and direction of the company, ensuring alignment across all functional areas. This team drives innovation in digital wealth management, fosters an inclusive financial ecosystem, and oversees the execution of initiatives that enhance client engagement and financial literacy. With diverse expertise from finance, technology, and creative sectors, they collectively work to humanize finance and expand Marstone's impact in the industry.

Leadership Team

The Sales and Client Success team at Marstone is dedicated to driving revenue growth and ensuring customer satisfaction. They work collaboratively to identify and engage potential clients, provide tailored solutions, and maintain strong relationships that support client retention and long-term success. Through a combination of strategic sales initiatives and proactive client support, this team ensures that Marstone's digital wealth management platform effectively meets the needs of financial institutions and their customers.

Sales and Client Success

The Creative and Strategic Initiatives team at Marstone is responsible for developing innovative strategies and creative solutions that align with the company's mission of enhancing financial literacy and inclusion. This team collaborates on the design and execution of marketing campaigns, strategic partnerships, and compliance measures to ensure that Marstone's offerings resonate with clients and meet industry standards. By leveraging diverse expertise, the team aims to humanize finance and create impactful engagement for financial institutions and their clients.

Marstone

Org chart

Board & advisors

Teams

Technical Advisory Board

Engineering and Development

Leadership Team

Sales and Client Success

Creative and Strategic Initiatives

Offices

Marstone

Org chart

Board & advisors

Teams

Technical Advisory Board

Engineering and Development

Leadership Team

Sales and Client Success

Creative and Strategic Initiatives

Offices

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