FusionIQ Acquires Marstone, Uniting Two Digital Wealth Management Pioneers

FusionIQ, the innovative digital wealth management platform empowering financial institutions and advisors, 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.

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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.

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