Edgar L. Marston

Marstone and Jack Henry Collaboration Combines Seamless Access to Digital Wealth and Digital Banking

Retrieved on: 
Tuesday, September 26, 2023

Marstone, Inc. , a leading digital wealth technology firm, today announced its collaboration with Jack Henry™ (Nasdaq: JKHY).

Key Points: 
  • Marstone, Inc. , a leading digital wealth technology firm, today announced its collaboration with Jack Henry™ (Nasdaq: JKHY).
  • The partnership allows bank customers who use Jack Henry’s Banno™ digital banking platform to also access Marstone’s digital wealth platform via a single sign-on (SSO).
  • Marstone leveraged the Banno Digital Toolkit™, the same set of APIs the Banno Digital Platform™ is built on, to embed its technology into the digital experiences offered by community and regional financial institutions.
  • Access to Jack Henry’s API, design and authenticated frameworks has enabled Marstone to directly integrate into the digital banking platform, providing a seamless banking experience.

Equity Bank, Marstone Announce Partnership to Enhance Customers’ Digital Investing

Retrieved on: 
Tuesday, September 12, 2023

Marstone, Inc. , a leading digital wealth technology firm, today announced its partnership with Equity Bank , to help make personal investing simpler for the Bank’s customers.

Key Points: 
  • Marstone, Inc. , a leading digital wealth technology firm, today announced its partnership with Equity Bank , to help make personal investing simpler for the Bank’s customers.
  • With the partnership, Marstone will provide its turnkey digital wealth management platform and Wealth Management-as-a-Service offering (through its Registered Investment Advisor) to the growing community bank.
  • This new investment offering aims to increase Equity Bank’s customer retention and expansion efforts.
  • Equity Bank is a subsidiary of Equity Bancshares, Inc. (NYSE: EQBK), which operates 66 bank locations across Kansas, Missouri, Arkansas, and Oklahoma, and comprises more than $5 billion in assets.

Marstone Named an American Banker 2023 Best Place to Work in Fintech

Retrieved on: 
Tuesday, June 6, 2023

Marstone, Inc. , a leading digital wealth technology firm, today announced it has been named one of American Banker’s “2023 Best Places to Work in Financial Technology.” Created in 2017, the awards program is led by Best Companies Group as well as Arizent, whose brands include American Banker, National Mortgage News, PaymentsSource, Financial Planning, and Digital Insurance.

Key Points: 
  • Marstone, Inc. , a leading digital wealth technology firm, today announced it has been named one of American Banker’s “2023 Best Places to Work in Financial Technology.” Created in 2017, the awards program is led by Best Companies Group as well as Arizent, whose brands include American Banker, National Mortgage News, PaymentsSource, Financial Planning, and Digital Insurance.
  • “Some of the most intriguing technology advances in financial services are developed within fintech firms that partner or compete with traditional banks,” said Penny Crosman, executive editor, technology at American Banker.
  • The overall registration and survey process was managed by Best Companies Group, who analyzed the data and determined the final ranking.
  • “We are delighted to be recognized as one of the best places to work in fintech and will continue our mission of humanizing finance for all.”
    For more information on Arizent’s Best Places to Work in Financial Technology Award, visit www.bestplacestoworkfintech.com .

Marstone Partners with Red River Credit Union to Provide Digital Wealth Management Services to its Member Base

Retrieved on: 
Wednesday, May 24, 2023

Marstone, Inc. , a leading digital wealth technology firm, today announced it has partnered with Red River Credit Union ( RRCU ), a premier financial institution with more than $1.3 billion in assets, to provide its business-ready, digital wealth management platform and Wealth Management-as-a-Service offering to RRCU’s 115,000 members.

Key Points: 
  • Marstone, Inc. , a leading digital wealth technology firm, today announced it has partnered with Red River Credit Union ( RRCU ), a premier financial institution with more than $1.3 billion in assets, to provide its business-ready, digital wealth management platform and Wealth Management-as-a-Service offering to RRCU’s 115,000 members.
  • “At Marstone, we pride ourselves on the flexibility with which our products can meet our financial partners’ needs.
  • RRCU is a not-for-profit financial cooperative, where members are owners in the credit union.
  • “Expanding our services to now include Marstone’s digital wealth management capabilities is a significant benefit to our members,” said Robert Ables, Director of RRCU Financial Services.

American Bank & Trust Selects Marstone’s Digital Wealth Management Services to Help Expand and Retain Client Relationships

Retrieved on: 
Thursday, May 18, 2023

, a $500 million community bank, to provide its turnkey digital wealth management platform and Wealth Management-as-a-Service offering across American Bank & Trust’s branches.

Key Points: 
  • , a $500 million community bank, to provide its turnkey digital wealth management platform and Wealth Management-as-a-Service offering across American Bank & Trust’s branches.
  • A wholly-owned subsidiary of AmBank Holdings, Inc., American Bank & Trust is based in Davenport, IA, with seven branches across Iowa and Illinois.
  • American Bank & Trust partnered with Marstone to grow its wealth management solution, offered through its trust arm with over $300 million in assets under management (AUM).
  • Through their partnership, Marstone’s Wealth Management-as-a-Service can expand American Bank & Trust’s productivity, allowing them to service more retail bank customers and wealth management relationships.

Marstone Appoints Mendon Capital President Anton V. Schutz to Board of Directors

Retrieved on: 
Wednesday, January 11, 2023

Marstone, Inc. , a leading digital wealth technology firm, today announced it is expanding its Board of Directors with the addition of Anton V. Schutz, founder and president of Mendon Capital Advisors Corp. Schutz was elected to Marstone’s Board in January 2023.

Key Points: 
  • Marstone, Inc. , a leading digital wealth technology firm, today announced it is expanding its Board of Directors with the addition of Anton V. Schutz, founder and president of Mendon Capital Advisors Corp. Schutz was elected to Marstone’s Board in January 2023.
  • “We are elated to welcome another proven financial leader to Marstone’s Board,” said Margaret J. Hartigan, Co-founder and CEO of Marstone.
  • He founded Mendon Capital in 1996 with a long/short and event-driven investment approach created uniquely for the financial services sector.
  • Previously, Schutz spent ten years at Chase Manhattan Bank, where he focused on structured derivatives and alternative funds.

Marstone Announces Marstone@WorkTM Solution Providing Digital Wealth Management Services to Corporations’ Employees

Retrieved on: 
Thursday, November 17, 2022

Marstone, Inc. , a leading digital wealth technology firm, today announced the launch of its Marstone@Work solution, delivering its turnkey digital wealth management platform to corporate employee bases.

Key Points: 
  • Marstone, Inc. , a leading digital wealth technology firm, today announced the launch of its Marstone@Work solution, delivering its turnkey digital wealth management platform to corporate employee bases.
  • View the full release here: https://www.businesswire.com/news/home/20221117005462/en/
    Marstone Announces Marstone@WorkTM Solution Providing Digital Wealth Management Services to Corporations Employees (Photo: Business Wire)
    Its in my role as an Advisor to Marstone that I have observed a unique opportunity for companies to deliver bespoke digital wealth services for employees within the financial services industry and beyond.
  • Marstone delivers best-in-class digital wealth technology to employees fingertips at no cost to them, underscoring companies commitments to delivering key benefits that offer real value to their workforces.
  • Marstone is a leading digital wealth management platform with a mission to enhance financial literacy, deepen financial inclusion, and humanize finance for all.

Marstone’s Community Bank Solution Launches with Bank of Oak Ridge to Rapidly Provide Digital Wealth Management for End Clients

Retrieved on: 
Tuesday, September 13, 2022

Future community bank clients can also select to utilize Marstones own (RIA) depending on their wealth management strategy.

Key Points: 
  • Future community bank clients can also select to utilize Marstones own (RIA) depending on their wealth management strategy.
  • View the full release here: https://www.businesswire.com/news/home/20220913005892/en/
    Marstones community bank solution launches with Bank of Oak Ridge to rapidly provide digital wealth management for end clients.
  • This new model allows any community bank to effortlessly deploy digital wealth management services to its clients efficiently and easily - all in under a month.
  • Using Marstones platform, Bank of Oak Ridge customers will now have the ability to take control of their own wealth management.

Bank of Oak Ridge Announces Partnership and Launch of Digital Investment Advisor

Retrieved on: 
Tuesday, September 13, 2022

OAK RIDGE, N.C., Sept. 13, 2022 (GLOBE NEWSWIRE) -- Bank of Oak Ridge announces the launch of a new partnership platform with Detalus Advisors and Marstone to bring clients and Triad community a new and easier way to invest.

Key Points: 
  • OAK RIDGE, N.C., Sept. 13, 2022 (GLOBE NEWSWIRE) -- Bank of Oak Ridge announces the launch of a new partnership platform with Detalus Advisors and Marstone to bring clients and Triad community a new and easier way to invest.
  • About Oak Ridge Financial Services, Inc.
    At Bank of Oak Ridge, we pride ourselves on knowing your name when you walk through our door.
  • Learn more about what makes Bank of Oak Ridge the Triads community bank by visiting one of our convenient locations in Greensboro, High Point, Summerfield & Oak Ridge.
  • Oak Ridge Financial Services, Inc. (OTCPink: BKOR) is the holding company for Bank of Oak Ridge.

Marstone Expands Board of Directors to Include Amerant’s Jerry Plush and Adds Nymbus’ Allison Netzer to its Advisory Board

Retrieved on: 
Monday, November 22, 2021

Jerry Plush brings more than 35 years of experience as a key strategic and operations leader in the financial services industry.

Key Points: 
  • Jerry Plush brings more than 35 years of experience as a key strategic and operations leader in the financial services industry.
  • Most recently, the board advised Marstone on the hire of Jon Stockdill as the companys Chief Technology Officer.
  • The board also contributed to successful partnerships with HSBC and BlackRock , as well as Marstones integration with Interactive Brokers .
  • The board is complemented by Marstones Advisors, whose experience further spans technology, law, marketing, and media.