Company profile: Marstone
1.1 - Company Overview
Company description
- Provider of enterprise-ready digital wealth management solutions via a customizable, turnkey platform for banks, investment advisors, and financial institutions. Capabilities include integration with existing systems and multiple custodians, personalized ETF- and model-based portfolios, account aggregation, automated workflows/reporting, technology-partner integrations, and SEC-regulated sub-advisory for trading and rebalancing.
Products and services
- Powered by Marstone Platform: A turnkey digital wealth platform that integrates with existing infrastructure and multiple custodians, enabling banks and advisors to deploy seamless back-end integration for investing experiences
- Marstone as Sub-Advisor: An SEC-regulated sub-advisory service where Marstone’s RIA executes trading and rebalancing, leveraging Marstone or partner models to construct portfolios within institutional frameworks
- Marstone as Technology Partner: An enterprise-ready integration service offering alignment with proprietary models and account management within existing frameworks, connecting institutional investors, investment firms, and banks to Marstone’s platform
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Marstone
Timeline
HQ: United Kingdom
Website
- Description: Provider of financial planning technology and portfolio management solutions through a fintech platform.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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LiveMarkets
HQ: United Kingdom
Website
- Description: Provider of products and services (details not available); Livemarkets was acquired by Traffic Marketplace in 2008.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Beacon Platform
HQ: United States
Website
- Description: Provider of a cloud-native development platform for capital markets that enables commercially focused quants to securely build, test, and deploy analytics at enterprise scale. Offers scalable cloud infrastructure, an open customizable code base, and prebuilt trading, risk, portfolio management, and sales & trading applications with comprehensive analytics and cross-asset risk management.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Nitrogen
HQ: United States
Website
- Description: Provider of a risk alignment platform for investment advisors to capture a quantitative measurement of client risk tolerance, align investments to client profiles, attract new clients, meet their expectations, and quantify suitability.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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JKBX
HQ: United States
Website
- Description: Provider of an investment platform enabling fans, retail investors, and music lovers to invest in music royalties. Offers Royalty Shares to earn income from popular songs, Regulation A offerings under the Securities Act of 1933 for retail participation, and financial data and summaries for analysis, plus a Creator Program that pays artists and songwriters based on engagement.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Marstone
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Marstone
2.2 - Growth funds investing in similar companies to Marstone
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4 - Top valuation comps for Marstone
4.2 - Public trading comparable groups for Marstone
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