FusionIQ Acquires Marstone to Expand AI Wealthtech Ecosystem

FusionIQ has completed its acquisition of Marstone, creating a broader wealth technology platform that combines digital investing, financial planning and AI-powered advisory capabilities for banks, credit unions and wealth managers.

Financial terms of the transaction were not disclosed.

Founded in 2013 and headquartered in Providence, Rhode Island, Marstone built its business around goal-based investing, financial wellness and digital engagement tools designed to help financial institutions serve investors at scale.

As part of the acquisition, Marstone co-founder and CEO Margaret J. Hartigan will join FusionIQ as chief strategy officer and head of Marstone Digital, while co-founder and Chief Strategy Officer Christopher D. LaVine will become chief delivery and growth officer.

“We are absolutely thrilled to welcome Marstone into the FusionIQ family,” said Eric Noll, chief executive officer of FusionIQ. “Margaret and Chris have built something genuinely special — a platform and a culture rooted in the belief that great financial guidance belongs to everyone.”

The combined company aims to create a more comprehensive AI-enabled wealth ecosystem by pairing FusionIQ’s enterprise platform — which includes digital advice, self-directed brokerage, advisory workbenches and multi-custodian integrations — with Marstone’s digital investing and financial wellness capabilities.

“From day one, our mission has been to humanize finance and expand access to real financial wellness,” Hartigan said. “FusionIQ shares that passion with remarkable depth and scale.”