Windsor Drake
Transaction · Wealthtech · 2026

FusionIQ / Marstone 2026

FusionIQ acquired Marstone on June 25, 2026.

Target
Marstone
Acquirer
FusionIQ
Announced
June 25, 2026
Sub-sector
Wealthtech

Transaction overview

  • FusionIQ announced the acquisition of Marstone on June 25, 2026.

Strategic rationale

Expands FusionIQ's enterprise wealth platform with digital investing, financial planning, and client engagement capabilities for banks, credit unions, and advisors.

Deal terms & multiples

Deal value
Not disclosed
Target revenue
Not disclosed
Target EBITDA
Not disclosed
EV / Revenue
Not disclosed
EV / EBITDA
Not disclosed
Announcement
June 25, 2026
Acquirer
FusionIQ (Strategic)
Sub-sector
Wealthtech

Sources

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