AltaOne Federal Credit Union is excited to announce a new chapter in financial empowerment by partnering with Marstone, Inc., a leading digital wealth management solutions provider, to bring an innovative and accessible wealth management experience to its members. This collaboration will empower AltaOne members with personalized investment options, professional guidance, and an intuitive platform designed to simplify their financial journey. By offering Marstone Wealth, AltaOne enhances its commitment to helping members achieve their financial goals with confidence.

A New Standard in Digital Wealth Management

AltaOne’s choice to implement Marstone Wealth reflects its commitment to providing its members with a full spectrum of financial solutions. Designed for rapid deployment and minimal disruption, Marstone Wealth is a wealth-management-as-a-service platform that equips AltaOne with a fully automated, customizable investing service that can launch in as little as four weeks. AltaOne members can access a high-quality, digital wealth experience tailored to fit their financial journey through this service.

“AltaOne’s mission is to provide access to tools that support the financial well-being of our members. Through our partnership with Marstone, we’re able to provide an intuitive, impactful investing platform that meets their evolving needs,” said Stephanie Sievers, CEO AltaOne. “With Marstone Wealth, we’re proud to deliver an engaging and secure wealth management experience to every member.”

Key Benefits of Marstone Wealth for AltaOne Members

By leveraging Marstone Wealth, AltaOne offers members:

• Fast, User-Friendly Access to Digital Investing – Members can get started in minutes with a digital onboarding process designed to be easy and intuitive.
• Professionally Curated Portfolios with DIY Tools – By combining user-driven tools with professionally curated portfolios, Marstone Wealth enables members to take charge of their financial future confidently.
• Automated Efficiency and Cost Savings – The platform’s automated onboarding and account management reduces operational overhead, allowing AltaOne’s team to focus on member engagement and growth.
• Rapid Deployment and Seamless Scalability – Built for flexibility, Marstone Wealth’s technology allows AltaOne to scale the service as demand grows without lengthy implementation.

Marstone Wealth: A Turnkey Solution Complementing Existing Financial Advice Channel

Marstone Wealth is built to effortlessly support financial institutions looking to expand into digital wealth management. As a registered investment advisor, Marstone, LLC complements AltaOne’s traditional financial advisor model with a scalable solution to drive greater member adoption.

About Marstone, Inc.

Marstone, Inc. is a female-founded fintech company committed to democratizing finance by providing financial institutions with robust, white-labeled digital wealth management solutions. Since its founding in 2013, Marstone has empowered diverse institutions to deliver personalized financial guidance and education, helping users take control of their financial futures.

About AltaOne Federal Credit Union

Founded in 1947, AltaOne is a member-owned, not-for-profit financial cooperative serving families across Kern, Inyo, and San Bernardino counties. AltaOne is dedicated to enhancing the financial well-being of its community by offering a broad spectrum of products and services to meet its members' evolving needs.

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