Insights

Recent Acquisitions Mariner Wealth Advisors has been actively acquiring other firms in the financial services sector, such as Confluence Financial Partners and Financial Services Network Ltd. This trend presents a sales opportunity to target newly acquired entities for potential integration of services or cross-selling opportunities.

Legal Challenges Legal disputes and lawsuits involving Mariner Wealth Advisors, such as allegations of improper client solicitation and misappropriation of proprietary information, indicate potential churn and dissatisfaction among clients. Sales teams can capitalize on this opportunity by offering a more stable and compliant alternative for these clients.

Competitive Environment Mariner Wealth Advisors faces competition from other firms like Avantax Inc. and Fourth Street Performance Partners Inc., which demonstrate a competitive landscape in the financial services industry. Sales professionals can leverage this information to position their offerings as unique and superior in comparison to competitors.

Technology Usage Mariner's tech stack includes tools like Microsoft Advertising, Facebook Pixel, and Hotjar, indicating a digital-savvy approach to client engagement. Sales reps can align their pitches by showcasing how their solutions integrate with or enhance the technology stack used by Mariner for a seamless transition and improved client experience.

Wealth Solutions Portfolio The wide range of wealth solutions offered by Mariner, including wealth planning, investment advisory services, and multi-generational wealth planning, presents an opportunity for sales teams to propose complementary services or niche solutions that enhance Mariner's existing offerings, catering to diverse client needs.

Mariner Tech Stack

Mariner uses 8 technology products and services including Addepar, AppNexus, AdRoll, and more. Explore Mariner's tech stack below.

  • Addepar
    Accounting And Finance
  • AppNexus
    Advertising
  • AdRoll
    Advertising
  • Microsoft Clarity
    Analytics
  • Priority Hints
    Performance
  • Foxit
    Sales
  • reCAPTCHA
    Security
  • Facebook
    Widgets

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
97%
First.Middle@marinerwealthadvisors.comJohn.Michael@marinerwealthadvisors.com
1%
Last@marinerwealthadvisors.comDoe@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 W. 112th Suite 200 Overland Park, KS 66211 US. The company has employees across 4 continents, including North AmericaEuropeAsia.

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 November 2024, Mariner's annual revenue reached $750M.

What is Mariner's SIC code NAICS code?

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Mariner's SIC code is 6282 - Investment Advice NAICS code is 541990 - All Other Professional, Scientific, and Technical Services.

How many employees does Mariner have currently?

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As of November 2024, Mariner has approximately 1.6K employees across 4 continents, including North AmericaEuropeAsia. Key team members include Chief Human Resources Officer: K. S.Chief Strategy Officer: C. V.Chief Operating 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 AddeparAppNexusAdRollMicrosoft ClarityPriority HintsFoxitreCAPTCHAFacebook.

What is Mariner's email format?

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Mariner's email format typically follows the pattern of . Find more Mariner email formats with LeadIQ.

When was Mariner founded?

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Mariner was founded in 2006.
Mariner

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 W. 112th Suite 200 Overland Park, KS 66211 US
Phone number
SIC Code
6282 - Investment Advice
Stock Symbol
MCX.AX
NAICS Code
541990 - All Other Professional, Scientific, and Technical Services
Founded
2006
Employees
1001-5000

Section iconMedia & News

Section iconFunding & Financials

  • $100M$1B

    Mariner's revenue is in the range of $100M$1B

Section iconFunding & Financials

  • $100M$1B

    Mariner's revenue is in the range of $100M$1B

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