๐๐๐๐ถ๐ผ๐ป๐๐ค ๐๐ฐ๐พ๐๐ถ๐ฟ๐ฒ๐ ๐ ๐ฎ๐ฟ๐๐๐ผ๐ป๐ฒ ๐๐ผ ๐๐๐ถ๐น๐ฑ ๐ฎ๐ป ๐๐ป๐ฑ-๐๐ผ-๐๐ป๐ฑ ๐๐ถ๐ด๐ถ๐๐ฎ๐น ๐ช๐ฒ๐ฎ๐น๐๐ต ๐ฃ๐น๐ฎ๐๐ณ๐ผ๐ฟ๐บ
- 3 hours ago
- 1 min read
FusionIQ, a digital wealth management platform serving financial institutions and advisors, has completed its acquisition of Marstone, Inc., a pioneering independent digital wealth technology provider founded in Providence in 2013. The combination unites FusionIQ's enterprise platform, which spans digital advice, self-directed brokerage, an advisory workbench, and multi-custodian integrations, with Marstone's goal-based financial planning and financial wellness tools. Together the firms aim to serve banks, credit unions, broker-dealers, RIAs, and non-financial companies seeking wealth management capabilities.
Marstone's founders are joining FusionIQ's leadership team. Co-founder and CEO Margaret J. Hartigan becomes Chief Strategy Officer and Head of Marstone Digital, while co-founder Christopher D. LaVine becomes Chief Delivery and Growth Officer. FusionIQ CEO Eric Noll said the two companies share a mission of making financial guidance accessible to everyone. The combined platform offers deep institutional connectivity across custodians such as Pershing, asset managers including BlackRock, and banking systems like Q2 and Jack Henry.
For advisors and institutions, the deal reflects a broader Family Office as-a-Service trend, in which firms expand beyond pure portfolio management toward integrated planning, wellness, and holistic services delivered at scale. By pairing client-facing journeys with industrial-grade portfolio and custodial integrations, the merged platform shortens onboarding and brings high-touch capabilities further down-market. The transaction signals continued consolidation in WealthTech as institutions digitize and compete to reach clients across the full arc of wealth creation.
