Mariner Wealth Advisors
Mariner Wealth Advisors is a fintech company in Overland Park, United States, founded in 2006. It has 2 recorded funding rounds, most recently a Private Equity in October 2024.
Started with purpose. Still building on it.
- Headquarters
- Overland Park, Kansas
- Employees
- 1001–5000
- Founded
- 2006
- Business Model
- B2C
- Website
- marinerwealthadvisors.com
- Last Round
- Private EquityOct 2024
- Rounds
- 2
Indexed holds 2 funding rounds and 3 investors for this company. The full record is or through the API.
About
Mariner Wealth Advisors is a leading independent national wealth advisory firm founded in 2006 by Marty Bicknell, headquartered in Overland Park, Kansas. The firm provides integrated financial services including wealth planning, tax preparation, estate planning, trust services, investment management, and personal insurance under one roof. Serving high-net-worth individuals, families, and businesses across the country, Mariner has grown from $300M in initial assets to advising on over $632 billion in assets across its affiliates. The firm is consistently ranked among Barron's Top 5 RIA firms in the United States.
Summary
It lists 1001–5000 employees. Its most recent funding was a Private Equity round in Oct 2024. Investors include Neuberger Berman, Penfund and Leonard Green & Partners.
Tech & App Stack
5 technologies & apps tracked
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Funding History
Oct 2024
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Funding: Private Equity. Amounts, valuations, and investors where available.
Investors
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