Who are Mariner Wealth Advisors's investors?

Mariner Wealth Advisors's investors include Neuberger Berman, Penfund, Leonard Green & Partners.

When was Mariner Wealth Advisors founded?

Mariner Wealth Advisors was founded in 2006.

Where is Mariner Wealth Advisors headquartered?

Mariner Wealth Advisors is headquartered in Overland Park, Kansas, United States.

What industry is Mariner Wealth Advisors in?

Mariner Wealth Advisors operates in Fintech.

How many employees does Mariner Wealth Advisors have?

Mariner Wealth Advisors has 1001-5000 employees.

Mariner Wealth Advisors

Started with purpose. Still building on it.

Overland Park, United States · Founded 2006

Fintech

Headquarters: Overland Park, Kansas
Employees: 1001–5000
Founded: 2006
Business Model: B2C

Website: marinerwealthadvisors.com
Last Round: Private EquityOct 2024
Rounds: 2

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

Mariner Wealth Advisors is a Fintech company based in Overland Park, United States, founded in 2006. Its most recent funding was a Private Equity round in Oct 2024. Investors include Neuberger Berman, Penfund and Leonard Green & Partners.