Marstone secures $8m in Series B funding as WealthTech trailblazer.

Marstone, a leader in digital investment and wealth planning, has raised $8m in a Series B funding round. The funding was led by Mendon Venture Partners and South Rose Capital, with additional investments from new stakeholders including the Castle Creek Launchpad Fund. Marstone’s platform offers a range of services including paperless account opening, flexible goal planning, performance reporting, and portfolio trading and rebalancing. The company’s platform has been adopted by prominent institutions such as Woodforest National Bank and Equity Bank.