Marstone: Closes $5M Series A Funding
- Marstone, Inc., a NYC-based digital wealth technology company, held the second close of a $5m Series A financing round bringing total funding to over $20m
- The first close, led by Apex Fintech Solutions LLC, was completed in May 2020, with Amerant Bancorp Inc. leading the latest with a $2.5m investment
- Other Series A participants include Peter Kraus, John Thain, Kristen Dickey, Tom Freeman, Michael Rafferty, Richard Wastcoat, and other early investors
- Coupled with the investment, Amerant will nominate one director to serve on Marstone’s Board of Directors
- The company intends to use the funds to further diversify the financial planning and wellness toolset offered via its platform
- The company is a one-stop digital wealth platform accelerating customer-facing strategies for global organizations
