Innovations in
Financial Wellness

CSE: MRBL | OTC: MRBLF | FSE: 2V0

Financial Fitness —
Simple, Comprehensive,
Personalized

Banking Data. Credit Data. AI and Point Deduction Technology. Marble Financial is the only company combining this information to provide clients with the best personalized financial solutions.

Utilizing innovative financial technology solutions, we provide each of our customers with a comprehensive look into their credit health, leading to more informed financial decision-making. With 78% of adults living paycheque to paycheck, and more than 62 million classified as “underbanked”, we’re on a mission to use the best technology to improve the finances of everyone. In addition to this innovative technology, our MyMarble platform provides:

Financial Tracking
Education
Solutions for the Underbanked

JOIN OUR INVESTOR LIST

Innovations in
Financial Wellness

CSE: MRBL | OTC: MRBLF | FSE: 2V0

Financial Fitness —
Simple, Comprehensive,
Personalized

Banking Data. Credit Data. AI and Point Deduction Technology. Marble Financial is the only company combining this information to provide clients with the best personalized financial solutions.

Utilizing innovative financial technology solutions, we provide each of our customers with a comprehensive look into their credit health, leading to more informed financial decision-making. With 78% of adults living paycheque to paycheck, and more than 62 million classified as “underbanked”, we’re on a mission to use the best technology to improve the finances of everyone. In addition to this innovative technology, our MyMarble platform provides:

Financial Tracking
Education
Solutions for the Underbanked

JOIN OUR INVESTOR LIST

The Problem

Millions of North Americans are underbanked, and an even greater number aren’t as educated on their financial health as they’d like to be. As few as 25% of adults are considered “financially healthy” while nearly 40% admit to struggling with some, if not all of their finances. Marble Financial aims to empower people to improve their financial health and broaden their financial goals.

BELIEVE SCHOOLS NEED TO DO A BETTER JOB AT TEACHING FINANCIAL LITERACY

OF ADULTS ARE FINANCIALLY STRESSED

1 IN 6 ADMIT THEIR MONTHLY SPENDING EXCEEDS THEIR INCOME

3 OUT OF 5 ADULT’S DON’T STICK TO A BUDGET

The Problem

Millions of North Americans are underbanked, and an even greater number aren’t as educated on their financial health as they’d like to be. As few as 25% of adults are considered “financially healthy” while nearly 40% admit to struggling with some, if not all of their finances. Marble Financial aims to empower people to improve their financial health and broaden their financial goals.

BELIEVE SCHOOLS NEED TO DO A BETTER JOB AT TEACHING FINANCIAL LITERACY

OF ADULTS ARE FINANCIALLY STRESSED

1 IN 6 ADMIT THEIR MONTHLY SPENDING EXCEEDS THEIR INCOME

3 OUT OF 5 ADULT’S DON’T STICK TO A BUDGET

Market Opportunity

Needed: Financial Inclusion for All

Many people need advice on properly managing their finances, but do not feel that they have the time or resources to seek out professional advice. Marble’s intuitive software aims to provide value for all who need personalized financial guidance.

CAN’T PAY OFF THEIR CREDIT CARD

HAVE NON-MORTGAGE DEBT OF OVER $20,000

ARE WORRIED ABOUT PAYING BILLS

ARE LIVING PAYCHEQUE TO PAYCHEQUE

HAVE NO SAVINGS FOR RETIREMENT

Market Opportunity

Needed: Financial Inclusion for All

Many people need advice on properly managing their finances, but do not feel that they have the time or resources to seek out professional advice. Marble’s intuitive software aims to provide value for all who need personalized financial guidance.

CAN’T PAY OFF THEIR CREDIT CARD

HAVE NON-MORTGAGE DEBT OF OVER $20,000

ARE WORRIED ABOUT PAYING BILLS

ARE LIVING PAYCHEQUE TO PAYCHEQUE

HAVE NO SAVINGS FOR RETIREMENT

The Solution

Marble Financial combines revolutionary fintech with customer banking and credit data to provide necessary financial services, education, and personalized guidance, helping people tackle their personal financial health. The recent acquisition of Inverite Verification Inc. allows us to deliver these fintech solutions faster.

The Solution

Marble Financial combines revolutionary fintech with customer banking and credit data to provide necessary financial services, education, and personalized guidance, helping people tackle their personal financial health. The recent acquisition of Inverite Verification Inc. allows us to deliver these fintech solutions faster.

Innovative Technology Solutions

Innovative Technology Solutions

Benefits

Marble’s proprietary technology can lead to great great credit, and great credit leads to financial success.

  • Since 2016, the MyMarble platform has assisted and acquired credit and banking data for nearly 1 million people.
  • Marble’s Point Deduction Technology, users that follow its recommendations see a marked improvement in their credit scores in as little as 45 days.
  • With FastTrack, Marble has helped thousands of members exit their consumer proposals.
  • Marble Learn offers over 30 different courses across three core financial foundations–credit, budget, and debt management.

Benefits

Marble’s proprietary technology can lead to great great credit, and great credit leads to financial success.

  • Since 2016, the MyMarble platform has assisted and acquired credit and banking data for nearly 1 million people.
  • With FastTrack, Marble has helped thousands of members exit their consumer proposals.
  • With Point Deduction Technology, 95% of users see an improvement in their credit score in as little as 45 days.
  • Marble Learn offers over 30 different courses across three core financial foundations–credit, budget, and debt management.

Traction

Marble’s proprietary technology has been helping
people take ba
ck their financial health since 2016.

Traction

Marble’s proprietary technology has been helping
Canadians take back their financial health since 2016.

Why Invest?

Marble is a pioneer in the financial services industry providing a solution for the underbanked. We are positioned to provide a premium solution to help Canadians achieve financial wellness. Our success and ability to grow our company lies in the following areas:

Why Invest?

Marble is a pioneer in the financial services industry providing a solution for the underbanked. We are positioned to provide a premium solution to help Canadians achieve financial wellness. Our success and ability to grow our company lies in the following areas:

1

With exclusive rights to Point Deduction Technology in Canada, Marble has first mover advantage.

2

Marble’s proprietary AI technology combines Credit and Banking data, providing solutions to the 5 million+ who are underbanked in Canada.

3

FinTech (Financial Technology) is a $5.5 trillion industry.

4

The global AI in the Fintech market was estimated at USD 7.91 billion in 2020, and it is expected to reach USD 26.67 billion by 2026.

5

Low cost of service: Marble is able to provide premium results at a low cost.

6

82% of traditional financial organizations plan to collaborate with fintech companies in the next 3-5 years.

7

Marble has licensing agreements with 12+ financial service firms.

8

Marble has over 20,000 registered members in 2021.

9

In 2021 Marble acquired Inverite Verification Inc., the leading open-banking provider with coverage for over 275 Canadian Financial Institutions.

10

Market Validation: Competitors Plaid, Credit Karma and Finicity have been acquired for huge sums by major financial service players.

1

With exclusive rights to Point Deduction Technology in Canada, Marble has first mover advantage.

2

Marble’s proprietary AI technology combines Credit and Banking data, providing solutions to the 5 million+ who are underbanked in Canada.

3

FinTech (Financial Technology) is a $5.5 trillion industry.

4

The global AI in the Fintech market was estimated at USD 7.91 billion in 2020, and it is expected to reach USD 26.67 billion by 2026.

5

Low cost of service: Marble is able to provide premium results at a low cost.

6

82% of traditional financial organizations plan to collaborate with fintech companies in the next 3-5 years.

7

Marble has licensing agreements with 12+ financial service firms.

8

Marble has over 20,000 registered members in 2021.

9

In 2021 Marble acquired Inverite Verification Inc., the leading open-banking provider with coverage for over 275 Canadian Financial Institutions.

10

Market Validation: Competitors Plaid, Credit Karma and Finicity have been acquired for huge sums by major financial service players.

THE MARBLE TEAM

Management

Karim Nanji

CEO
Bio

Jim Chan

CTO
Bio

Natasha Tsai, CPA, CA

CFO
Bio

Doug Tanner

VP, Business & Corporate Development
Bio

Estelle L’Heureux

Consultant
Bio

Rich Elliott

Director, Marketing
Bio

Board Of Directors

Mike Marrandino

Executive Chairman, Director
Bio

Jason Scharfe

Director of Marble, TPFM, and The Phoenix Fund
Bio

Farhan Abbas

Independent Director
Bio

Advisory Board

Rahul Petkar

Bio

Jason Wang

Bio

Patricia Giankas

Bio

Lawrence Rhee, CPA, CFA, MBA

Bio

Contact Our Team