J

Jon

CTO

Marstone, Inc.

East Greenwich, Rhode Island


Contact Information

Email
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Company Information

Company
Marstone, Inc.
Industry
financial services
Employees
28.0
Seniority
C suite
Annual Revenue
8000000.0
Total Funding
33000000.0
Latest Funding
Series B

Technologies

Route 53 Amazon SES Outlook Microsoft Office 365 Zendesk Amazon AWS Atlassian Cloud React Facebook Widget Google Dynamic Remarketing YouTube Facebook Custom Audiences Google Analytics Nativo DoubleClick Conversion Typekit Taboola DoubleClick Mobile Friendly Simpli.fi Google Tag Manager Facebook Login (Connect) Hubspot DoubleClick Floodlight Linkedin Marketing Solutions Bing Ads Remote AI

Keywords

digital advisory wealth management financial literacy education digital engagement acquisition & retention investing whitelabel capabilities design & uxcentric solutions personalization efficiency flexibility financial services finance digital wealth management financial technology investment solutions personalized investing wealth management platform customer engagement automated investing financial advisors community banks credit unions financial institutions turnkey investment solutions financial goals financial freedom real-time portfolio tracking white-label solutions do-it-yourself investing investment portfolios financial guidance regulatory compliance scalable solutions financial wellness multilingual platform customizable features cost-effective investing financial partner digital onboarding lower investment minimums risk management data-driven insights client retention revenue generation integrated dashboard personal financial planning educational resources marketing support streamlined implementation client acquisition retirement planning investment accounts financial compliance investment oversight community engagement socially responsible investing customer loyalty investment management finance technology information technology & services

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