List of Marstone Wealth Management Customers
Marstone
171 Chestnut St,
Providence, 02903, RI,
United States
Providence, 02903, RI,
United States
1 212-203-7790
Professional Services
30
$3M
Since 2010, our global team of researchers has been studying Marstone Wealth Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Marstone Wealth Management for Asset and Wealth Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Marstone Wealth Management for Asset and Wealth Management include: Bancolombia, a Colombia based Banking and Financial Services organisation with 31245 employees and revenues of $3.73 billion, American Century Investments, a United States based Banking and Financial Services organisation with 1450 employees and revenues of $3.00 billion, Equity Bank, a United States based Banking and Financial Services organisation with 732 employees and revenues of $194.0 million and many others.
Contact us if you need a completed and verified list of companies using Marstone Wealth Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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American Century Investments | Banking and Financial Services | 1450 | $3.0B | United States | Marstone | Marstone Wealth Management | Asset and Wealth Management | 2022 | n/a |
American Century Investments implemented Marstone Wealth Management in 2022 to establish a digital first business line for new and existing end clients. The deployment installs Marstone Wealth Management within the Asset and Wealth Management category and positions the platform as a digital channel to open American Century portfolios to a broader client base by enabling lower initial investment amounts and delivering digital advice through the firm’s client portal.
The implementation includes a set of explicit functional modules, notably a fully customizable investor assessment and risk tolerance questionnaire, client onboarding, a personalized client dashboard, money movement capabilities including initial funding, one time and recurring contributions and withdrawals, trading and rebalancing services for digital advice accounts, and goals based planning functionality. Configuration work emphasized customer facing workflows and automated onboarding and rebalancing processes to support advisor led portfolios and retail digital advice in a unified interface.
Operationally the Marstone Wealth Management platform is provisioned to serve American Century end clients and to integrate the firm’s existing investment offerings into a digital advice workflow via the trusted client portal. The scope covers client acquisition and servicing functions across American Century’s distribution channels and aligns investment management, trading operations, and personal financial solutions teams around a single digital wealth experience.
Governance and rollout focused on rapid time to market and modular provisioning of digital advice capabilities, with statements from both firms noting the approach is intended to be futureproof and to improve understanding of clients’ evolving situations. The implementation explicitly enables lower initial investment thresholds to broaden access to American Century portfolios and delivers an expanded digital experience for retail and advised client segments.
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Bancolombia | Banking and Financial Services | 31245 | $3.7B | Colombia | Marstone | Marstone Wealth Management | Asset and Wealth Management | 2023 | n/a |
In 2023, Bancolombia implemented Marstone Wealth Management in the Asset and Wealth Management category to deliver a multilingual digital wealth platform that enables Latin American clients to open US based accounts and access model portfolios. The engagement was executed by Marstone in partnership with Bancolombia Capital and focused on finance/asset-and-wealth-management processes across the Latin America region to increase access and digital adoption.
Marstone Wealth Management was configured to support multilingual client onboarding, digital account opening for US based investment accounts, and deployment of model portfolio workflows. Functional capabilities emphasized digital onboarding and portfolio assembly, model portfolio provisioning, and client facing multilingual interfaces that surface third party strategies such as BlackRock UCITS strategies to end clients.
The implementation included explicit integration with external investment managers to onboard and operationalize model portfolios, including BlackRock UCITS strategies, and to make those strategies available within the platform's investment selection workflows. Operational coverage was regional across Latin America, with platform controls aligned to Bancolombia Capital product operations and asset management functions.
Governance and rollout centered on coordinated product operations between Bancolombia Capital and Marstone, with process changes aimed at increasing digital adoption and broadening client access to US based investment products. The announcement highlights multilingual support and investment manager integration as primary elements of the program rather than specific outcome metrics.
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Equity Bank | Banking and Financial Services | 732 | $194M | United States | Marstone | Marstone Wealth Management | Asset and Wealth Management | 2023 | n/a |
In 2023 Equity Bank implemented Marstone Wealth Management, deploying Marstone’s turnkey digital wealth management platform in the Asset and Wealth Management category to introduce a retail investing product. The launch targeted finance and wealth-management processes across the bank’s regional footprint in the United States, positioning the initiative to increase customer retention and expand relationship depth with retail clients.
The implementation used Marstone’s Wealth Management-as-a-Service hosted platform to provision the consumer-facing SimplyInvest offering, delivering digital account onboarding, investment account provisioning, portfolio construction workflows, customer-facing trading and reporting capabilities, and advisor-facing administration typical of an asset and wealth management solution. Marstone Wealth Management was configured as a hosted service to enable a rapid go-live and to centralize core platform operations outside Equity Bank’s infrastructure.
Architecturally the deployment relied on Marstone’s hosted delivery model to reduce internal infrastructure responsibilities and accelerate time-to-market, while allowing Equity Bank to integrate the offering into its retail channels and finance operations. Operational ownership focused on the bank’s wealth-management and finance teams and on retail channels across the regional footprint, with rollout sequencing designed for rapid customer enrollment.
Governance emphasized finance and wealth-management process alignment, product oversight and a fast launch cadence to drive customer engagement and support stated goals of retention expansion and revenue growth. The narrative centers on Marstone Wealth Management as an Asset and Wealth Management platform implemented to operationalize a retail investing proposition called SimplyInvest.
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FAQ - APPS RUN THE WORLD Marstone Wealth Management Coverage
Marstone Wealth Management is a Asset and Wealth Management solution from Marstone.
Companies worldwide use Marstone Wealth Management, from small firms to large enterprises across 21+ industries.
Organizations such as Bancolombia, American Century Investments and Equity Bank are recorded users of
Marstone Wealth Management for Asset and Wealth Management.
Companies using Marstone Wealth Management are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using Marstone Wealth Management are most concentrated in Colombia and United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Marstone Wealth Management across Americas, EMEA, and APAC.
Companies using Marstone Wealth Management range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 33.33%, large organizations with 1,001-10,000 employees - 33.33%, and global enterprises with 10,000+ employees - 33.33%.
Customers of Marstone Wealth Management include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Marstone Wealth Management customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Asset and Wealth Management.