Insights

Expanding Client Base Mariner Wealth Advisors has recently acquired multiple firms, including Ultra Financial Partners, Forte Capital, Taurus Asset Management, and Hpwealth, significantly expanding their assets under advisement and geographic reach. This indicates a strong growth trajectory and ongoing need for tailored services to support integration, client onboarding, and operational scaling.

Focus on Wealth Planning The company offers a comprehensive range of wealth management solutions, including estate and succession planning, philanthropy, executive compensation, and family office services. This suggests opportunities to provide specialized technology solutions, advisory tools, and compliance services to enhance their holistic wealth planning operations.

Technology Adoption Mariner utilizes advanced technology platforms like Addepar, Tableau, and Google Analytics to optimize client insights and operational efficiency. This creates potential for selling innovative analytics, data management, cybersecurity, and client engagement solutions to support their technological infrastructure.

Market Presence and Competition With a revenue range of up to ten billion dollars and a sizable employee base, Mariner is a key player in the financial services industry. Engaging with them offers prospects to introduce scalable enterprise solutions, compliance and risk management tools, or employee engagement programs tailored for large, competitive firms.

Recent Challenges and Opportunities The firm faced a cyber attack in late 2024 and is involved in legal disputes over advisor poaching. These issues highlight a need for advanced cybersecurity solutions, legal and compliance services, and risk mitigation technologies, opening avenues for solutions that reinforce their operational security and regulatory adherence.

Mariner Tech Stack

Mariner uses 8 technology products and services including LinkedIn Ads, AppNexus, Quora Pixel, and more. Explore Mariner's tech stack below.

  • LinkedIn Ads
    Advertising
  • AppNexus
    Advertising
  • Quora Pixel
    Analytics
  • Priority Hints
    Performance
  • Microsoft Azure
    Platform As A Service
  • Python
    Programming Languages
  • X-XSS-Protection
    Security
  • Easy Accordion
    Wordpress Plugins

Media & News

Mariner's Email Address Formats

Mariner uses at least 2 format(s):
Mariner Email FormatsExamplePercentage
First.Last@mariner-holdings.comJohn.Doe@mariner-holdings.com
98%
First.Middle@mariner-holdings.comJohn.Michael@mariner-holdings.com
2%
First.Last@marinerwealthadvisors.comJohn.Doe@marinerwealthadvisors.com
94%
Last@marinerwealthadvisors.comDoe@marinerwealthadvisors.com
4%
First.Middle@marinerwealthadvisors.comJohn.Michael@marinerwealthadvisors.com
1%
FLast@marinerwealthadvisors.comJDoe@marinerwealthadvisors.com
1%

Frequently Asked Questions

Where is Mariner's headquarters located?

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Mariner's main headquarters is located at 5700 West 112th Suite 200 Overland Park, Kansas 66211 United States. The company has employees across 5 continents, including North AmericaAsiaEurope.

What is Mariner's phone number?

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You can contact Mariner's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Mariner's stock symbol?

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Mariner is a publicly traded company; the company's stock symbol is MCX.AX.

What is Mariner's official website and social media links?

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Mariner's official website is marinerwealthadvisors.com and has social profiles on LinkedIn.

How much revenue does Mariner generate?

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As of February 2026, Mariner's annual revenue is estimated to be $19M.

What is Mariner's SIC code NAICS code?

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Mariner's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Mariner have currently?

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As of February 2026, Mariner has approximately 2K employees across 5 continents, including North AmericaAsiaEurope. Key team members include Cfo: T. C.Chief Marketing Officer: K. A.Chief Financial Officer: J. P.. Explore Mariner's employee directory with LeadIQ.

What industry does Mariner belong to?

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Mariner operates in the Financial Services industry.

What technology does Mariner use?

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Mariner's tech stack includes LinkedIn AdsAppNexusQuora PixelPriority HintsMicrosoft AzurePythonX-XSS-ProtectionEasy Accordion.

What is Mariner's email format?

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Mariner's email format typically follows the pattern of First.Last@mariner-holdings.com. Find more Mariner email formats with LeadIQ.

When was Mariner founded?

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Mariner was founded in 2006.

Mariner

Financial ServicesKansas, United States1001-5000 Employees

Your wealth plan shouldn’t sit still. Neither do we. At Mariner, our advisors have access to in-house resources to solve complex wealth problems of the modern world. Get started today to access advisors with a wealth of knowledge — and a wealth of support.
Our wealth solutions include:
- Wealth planning
- Investment advisory services
- Multi-generational wealth planning
- Risk management
- Philanthropy
- Executive compensation planning
- Business succession planning
- Family office services
- Retirement planning
To learn more about us, please visit mariner.com.

Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity’s Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.

Section iconCompany Overview

Headquarters
5700 West 112th Suite 200 Overland Park, Kansas 66211 United States
Phone number
SIC Code
6282 - Investment Advice
Stock Symbol
MCX.AX
NAICS Code
52 - Finance and Insurance
Founded
2006
Employees
1001-5000

Section iconFunding & Financials

  • $1B$10B

    Mariner's revenue is estimated to be in the range of $1B$10B

Section iconFunding & Financials

  • $1B$10B

    Mariner's revenue is estimated to be in the range of $1B$10B

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