FusionIQ

FusionIQ makes private-label digital wealth software that lets banks, credit unions, RIAs, broker-dealers, asset managers, family offices, insurers, retirement plan providers and payroll firms offer investing accounts under their own brand.

The platform is modular. Firms can deploy automated digital advice that matches investors to model portfolios, advisor-led hybrid accounts that clients track on web and mobile, and self-directed brokerage with fractional shares and low minimums. A digital onboarding module opens accounts without paper, keeps an audit trail and, according to the company, can onboard a client in about five minutes. A model marketplace supplies a library of portfolios, and an administrative portal supports the firm's staff. Firms can license only the modules they need or have FusionIQ also provide investment management, regulatory compliance and customer support. The interface supports multiple languages.

FusionIQ connects to several custodians, including Pershing, Fidelity, DriveWealth and Apex Clearing. The company says a full white-label platform can launch in about six weeks and that more than 115,000 investors use its FusionIQ One product. Eric Noll, formerly CEO of Convergex and Stone Ridge Capital Partners, is chief executive. In 2026 FusionIQ acquired Marstone, a digital wealth platform used by community banks, credit unions, RIAs and broker-dealers. FusionIQ lists its address in Woburn, Massachusetts. Pricing is not published.