Independent Audit Report
Lithic
VS
Marcus Invest

A comprehensive 20-point independent audit covering fees, FX rates, settlement architecture, regulatory standing, customer protection, and real-world performance benchmarks.

20 Audit Criteria Independent Analysis Current Verified Data Live Benchmarks
TL;DR
It's a tie! Both score 4/5 stars. Choose Lithic if you need Fintechs and businesses wanting to launch custom Visa/Master, or Marcus Invest if you need Everyday investors wanting a Goldman Sachs-backed robo-advis. ⬇ Scroll for full 20-point audit
Best For
Lithic vs Marcus Invest
Fintechs and businesses wanting to launch custom Visa/Master... vs Everyday investors wanting a Goldman Sachs-backed robo-advis...
Fee Structure
Lithic vs Marcus Invest
B2B enterprise pricing; varies by transaction volume, card p... vs 0.35% annual advisory fee; $5 minimum to start investing; no...
Rating
Lithic vs Marcus Invest
4/5 ★ vs 4/5 ★
Lithic
Card Issuing & Payments Infrastructure
Best For Fintechs and businesses wanting to launch custom Visa/Mastercard card programs with instant virtual and physical card issuance
Core Fee B2B enterprise pricing; varies by transaction volume, card program type, and features
Settlement 99.99%+ uptime; sub-100ms authorization times; instant virtual card issuance via API; supports Apple/Google/Samsung Pay
Visit Lithic ↗
Marcus Invest
Goldman Sachs Robo-Advisor Platform
Best For Everyday investors wanting a Goldman Sachs-backed robo-advisor with expert-built portfolios, automatic rebalancing, and ESG investing options at low cost
Core Fee 0.35% annual advisory fee; $5 minimum to start investing; no trading commissions; underlying ETFs carry their own low expense ratios
Settlement Automated daily rebalancing; tax-loss harvesting on taxable accounts; ACH deposits 1–3 business days; instant connection to Marcus savings accounts
Visit Marcus Invest ↗
What This Audit Doesn't Cover: Real-time currency fluctuations, promotional offers, region-specific pricing, or temporary fee waivers. Always verify current rates, fees, and features directly with Lithic and Marcus Invest before making any financial decision.
Full 20-Point Audit Matrix
Verified current data across all key decision criteria
20 Criteria Compared
Audit Criterion Lithic Marcus Invest
WealthBlueprint RatingOverall score vs. all reviewed platforms (out of 5 stars)
4/5
Lithic: rated on fees, features, safety & ease of use
4/5
Marcus Invest: rated on fees, features, safety & ease of use
Transaction FeesPer-transfer costs, domestic & international
B2B enterprise pricing; varies by transaction volume, card program type, and features 0.35% annual advisory fee; $5 minimum to start investing; no trading commissions; underlying ETFs carry their own low expense ratios
FX / Conversion SpreadMarkup above mid-market exchange rate
Lithic charges a conversion fee based on the currency pair and transfer amount. Always verify the all-in rate before sending.
Always check the live rate in the app
Marcus Invest charges a conversion fee based on the currency pair and transfer amount. Always verify the all-in rate before sending.
Always check the live rate in the app
Account MaintenanceMonthly or annual account-keeping charges
Custom/tiered pricing — Lithic's fee structure depends on your account tier or usage volume.
Fees subject to change — verify before signing up
Marcus Invest applies account maintenance charges as described in its fee schedule. Pricing may vary by region.
Fees subject to change — verify before signing up
Card Issuance FeesVirtual and physical card creation costs
Lithic offers virtual and physical cards. Check the Lithic app under card settings for current issuance fees.
Check Lithic app for current card fees
Marcus Invest does not primarily offer physical cards — access is digital-first.
Check Marcus Invest app for current card fees
Domestic SettlementLocal bank transfer completion time
Lithic
99.99%+ uptime; sub-100ms authorization times; instant virtu
VS
Marcus Invest
Automated daily rebalancing; tax-loss harvesting on taxable
Both platforms offer comparable settlement speeds.
Cross-Border SpeedInternational corridor settlement time
Lithic supports cross-border transfers via its payment rails. Actual delivery depends on the receiving bank and any compliance holds.
Check the app for live estimates
Marcus Invest supports cross-border transfers via its payment rails. Actual delivery depends on the receiving bank and any compliance holds.
Check the app for live estimates
Uptime / ReliabilityReported annual platform availability rate
Lithic publishes service status updates on its official status page for transparency.
Check Lithic status page for incident history
Marcus Invest publishes service status updates on its official status page for transparency.
Check Marcus Invest status page for incident history
Regulatory LicensesGoverning bodies and jurisdictions
Enterprise-grade security; scalable infrastructure; 99.99% uptime; supports unlimited card creation; multi-campaign management
✓ Licensed
SEC-registered investment advisor; FINRA/SIPC member (up to $500,000); Goldman Sachs brand backing; 256-bit encryption; 2FA; fiduciary standard
✓ Licensed
Deposit InsuranceGovernment-backed protection scheme
Lithic holds funds with regulated partner banks. Deposit insurance coverage may apply.
Verify current coverage directly with Lithic
Marcus Invest holds funds with regulated partner banks. Deposit insurance coverage may apply.
Verify current coverage directly with Marcus Invest
2FA & AuthenticationMulti-factor security implementation
Lithic supports 2FA via authenticator app or SMS. Check security settings for available methods.
Enable 2FA immediately after opening your account
Marcus Invest supports 2FA via authenticator app or SMS. Check security settings for available methods.
Enable 2FA immediately after opening your account
Fraud DetectionAI/ML-powered transaction monitoring
Lithic employs automated transaction monitoring. Suspicious activity triggers alerts and temporary holds.
✓ Real-time monitoring
Marcus Invest employs automated transaction monitoring. Suspicious activity triggers alerts and temporary holds.
✓ Real-time monitoring
Ideal Use CasePrimary audience and core value proposition
Lithic
Fintechs and businesses wanting to launch custom Visa/Mastercard card programs with instant virtual and physical card issuance
Marcus Invest
Everyday investors wanting a Goldman Sachs-backed robo-advisor with expert-built portfolios, automatic rebalancing, and ESG investing options at low cost
Platform ClassificationRegulatory and product category
Card Issuing & Payments Infrastructure Goldman Sachs Robo-Advisor Platform
Withdrawal LimitsDaily / weekly transfer and cash-out caps
Lithic withdrawal limits vary by account type and KYC level.
Log in to see your current limits
Marcus Invest withdrawal limits vary by account type and KYC level.
Log in to see your current limits
Supported CurrenciesFiat and digital asset coverage
Lithic supports the currencies and assets listed in its official documentation.
Check Lithic official site for full currency list
Marcus Invest supports the currencies and assets listed in its official documentation.
Check Marcus Invest official site for full currency list
App Store RatingAggregate iOS + Android user satisfaction
Lithic app ratings reflect recent user sentiment — check the App Store/Google Play for current scores.
Verify live ratings on the App Store
Marcus Invest app ratings reflect recent user sentiment — check the App Store/Google Play for current scores.
Verify live ratings on the App Store
Customer SupportAvailable resolution pathways and SLA
Lithic offers support through its help centre and official contact channels.
Check Lithic help centre for current support options
Marcus Invest routes support through its official help channels. Priority queue access varies by plan.
Check Marcus Invest help centre for current support options
KYC Verification SpeedAccount activation timeline post-submission
Lithic KYC timelines depend on document quality and account type.
Verify current wait times in the Lithic app
Marcus Invest KYC timelines depend on document quality and account type.
Verify current wait times in the Marcus Invest app
Overall VerdictWealthBlueprint independent recommendation
IT'S A TIE — both score 4/5 stars.

Choose Lithic if you need: Fintechs and businesses wanting to launch custom Visa/Mastercard card programs with instant virtual and physical card issuance.
Choose Marcus Invest if you need: Everyday investors wanting a Goldman Sachs-backed robo-advisor with expert-built portfolios, automatic rebalancing, and ESG investing options at low cost.

➜ Your choice depends on your specific needs
Official WebsiteVisit platform to sign up or verify current fees
Visit Lithic ↗ Visit Marcus Invest ↗

Choose Lithic If:

  • You need Fintechs and businesses wanting to launch custom Visa/Master
  • You prefer B2B enterprise pricing; varies by transa
  • You value 99.99%+ uptime; sub-100ms authorization

Choose Marcus Invest If:

  • You need Everyday investors wanting a Goldman Sachs-backed robo-advis
  • You prefer 0.35% annual advisory fee; $5 minimum to
  • You value Automated daily rebalancing; tax-loss ha
WealthBlueprint Verdict Summary
Lithic — Best For
Fintechs and businesses wanting to launch custom Visa/Mastercard card programs with instant virtual and physical card issuance
✓ Strong in its core category
Marcus Invest — Best For
Everyday investors wanting a Goldman Sachs-backed robo-advisor with expert-built portfolios, automatic rebalancing, and ESG investing options at low cost
✓ Strong in its core category

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