Amerant Investments

What Amerant Investments does

Amerant Investments is the digital investment and wealth-management arm of Amerant Bank, N.A., a subsidiary of Amerant Bancorp Inc. Founded in 2011 and headquartered in Aventura, Florida, the offering provides retail and mass-affluent customers with multiple investment account types, with a choice between fully personalized portfolios and pre-built model plans. The platform is delivered through the Marstone white-label digital wealth-management infrastructure (evidenced by the amerantinvestments.marstone.com domain), enabling online account opening, portfolio construction, and ongoing advisory servicing. Senior investment leadership is anchored by Chief Investment Officer Baylor Lancaster-Samuel, who oversees portfolio strategy and investment governance for the platform.

The business model is anchored to the Amerant Bank, N.A. customer base, leveraging the parent bank's regulated charter, deposit relationships, and existing brand as a distribution channel for wealth products. Pricing is not publicly disclosed in the available sources, consistent with standard advisor-style fee structures for managed investment accounts. The platform's value proposition rests on combining bank-grade fiduciary infrastructure (via the Amerant Bank charter) with a streamlined digital onboarding and servicing experience, targeting customers seeking accessible, professionally managed investment solutions linked to a traditional banking relationship.

Source data on financials, headcount, AUM, partnerships, and growth metrics is limited; no revenue, funding history, employee count, or expansion milestones are disclosed for the entity. As a result, this description is grounded in the firmographic, leadership, and platform information present in the input, and does not infer financial scale, market share, or competitive positioning beyond what the available sources support.

Name

Amerant Investments

Website

https://amerantinvestments.marstone.com

Company type

Private

Founded year

2011

Short description

Amerant Investments is the digital wealth-management platform of Amerant Bank, N.A. (subsidiary of Amerant Bancorp Inc.), offering fully personalized and pre-built investment account types to retail and mass-affluent customers since 2011, delivered through the Marstone white-label platform.

Ownership category

akta.pro rank

Product category

Digital Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Execution-Only / Self-Directed Investing Platforms (FSAAAAAI)

akta.pro secondary industries

Automated Rebalancing, Tax-Loss Harvesting & Tax-Optimized Investing Tools (FSAGAEAE), Full-Service Retail Brokerage & Wealth Platforms (FSAAAAAA)

Keywords

• Wealth management
• Investment accounts
• Digital investing
• Portfolio management
• Financial planning

Headquarters

HQ city

Aventura

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Technology or R&D, Personnel, Operations, Marketing or Sales

Core offering

Amerant Investments offers multiple investment account types through a digital platform, with a choice of fully personalized or pre-built investment plans. The service is delivered through a white-label digital wealth management platform (Marstone) and is associated with Amerant Bank, N.A. as the underlying banking and financial services provider.

Differentiator

Problem solved

Functional benefit

Products and services

• Personalized Investment Plans
• Pre-built Investment Plans

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves3 records

Expansion highlights2 records

Emerging players

• Acorns: Micro-investing app targeting younger retail customers with pre-built portfolios and automated investing. Adjacent peer targeting a similar mass-affluent crossover with simpler product framing.

Direct peers

• Betterment: Independent robo-advisor offering personalized and pre-built portfolio plans across multiple account types (IRA, taxable, joint). Directly comparable in product format and target mass-affluent retail investor, though Betterment operates without bank affiliation.
• Wealthfront: Leading robo-advisor with automated portfolio construction, tax-loss harvesting, and multiple account types targeting tech-savvy retail investors. Closely aligned with Amerant Investments on core digital wealth functionality and target demographic.
• M1 Finance: Hybrid brokerage and automated investing platform offering self-directed trading plus pre-built 'pies' and personalized portfolios. Directly comparable to Amerant's dual-mode account offerings.

Broad incumbents

• Fidelity Investments: Full-service wealth platform with Fidelity Go (robo-advisor) and full brokerage capabilities. Competes head-on for mass-affluent investors with deeper product breadth and brand trust than Amerant can marshal.
• E*TRADE (Morgan Stanley): Large online brokerage offering self-directed accounts plus managed advisory portfolios across many account types. A relevant incumbent benchmark for feature set and target investor, now under Morgan Stanley's wealth franchise.
• Charles Schwab: Full-service brokerage and wealth platform offering self-directed accounts, managed portfolios, and advisory services across all account types. A broad incumbent that subsumes most of Amerant's feature set at scale.
• Ally Invest: Online brokerage and managed portfolio offering attached to Ally Bank, the most direct analogue for a bank-affiliated digital wealth/investment platform. Highly relevant for benchmarking bank-channel wealth monetization.
• Marcus by Goldman Sachs (Investments): Bank-affiliated wealth and savings product suite from Goldman Sachs offering automated investing tied to bank deposits. Same structural playbook as Amerant Investments at a much larger scale.
• Vanguard Personal Advisor / Digital Advisor: Large incumbent with both a robo-advisor (Digital Advisor) and hybrid advice (Personal Advisor) offering multi-account portfolios. Competes for the same mass-affluent investor with strong brand and low-cost positioning.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/marstone-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Amerant Investments