About Mariner Institutional
Mariner Institutional is a company based in Chicago (United States) founded in 2001 was acquired by Mariner Wealth Advisors in January 2025. It operates as a Professional Services. Mariner Institutional offers products and services including Wealth Planning, Investment Management, Tax Planning and Preparation, and Institutional Cash Management.
- Headquarter Chicago, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website cia-llc.com
- Social LinkedIn X Facebook Instagram YouTube
- Acquired by Mariner Wealth Advisors (Jan 2025)
- Legal Name Msec Llc
- Investors
- Acquired byMariner Wealth Advisors
(Jan 2025)
Products & Services of Mariner Institutional
Mariner Institutional offers a comprehensive portfolio of products and services, including Wealth Planning, Investment Management, Tax Planning and Preparation, and Institutional Cash Management.
Wealth planning services are provided for individual clients.
Investment management solutions are offered to various clients.
Tax planning services are delivered to individuals and businesses.
Cash management solutions are provided for institutional clients.
Apps and channels of Mariner Institutional
its YouTube channel Mariner has 2.72K subscribers and 30 videos.
Videos from Mariner Institutional
The most watched videos on Mariner Institutional's YouTube channel, Mariner (2.72K subscribers). Click a video to play it here.
More on Mariner.
Investors in Mariner Institutional
Mariner Institutional has secured backing from 1 investor. Prominent investors backing the company include Mariner.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management services are provided to clients nationwide. | 2006 | marinerwealthadvisors.com | Overland Park, United States |
Investor details for Mariner Institutional
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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People of Mariner Institutional
6 people are tracked at Mariner Institutional (2 in leadership, 4 in team).
| Name | Role | Group |
|---|---|---|
Keith Chambers | Managing Director | Leadership |
Hannah Atkinson | Director Of Performance | Leadership |
Harsh Jhaveri | Analyst | Team |
Terrisa Gehrig | Financial Analyst | Team |
Makenna Smith | Analyst | Team |
Marissa Lippmann | Analyst | Team |
Complete people profiles for Mariner Institutional
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Timeline of Mariner Institutional
2 dated milestones of Mariner Institutional across 24 years, from founding to its latest funding, stage changes and deals.
- Founded Mariner Institutional is founded.
- Exit Acquired by Mariner Wealth Advisors.
Latest news on Mariner Institutional
Complete news archive for Mariner Institutional
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- Source and publication date
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- Brand-specific news history
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Similar companies to Mariner Institutional
10 companies that operate in the same segment as Mariner Institutional (Investment & Wealth Tech), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 87 | |
Provider of consulting, managed services, and technology solutions for financial services | 2010 | London, England, United Kingdom | USD 90.15 M | – | – | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | – | 178 | |
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment advisory, insurance distribution, and risk management services are provided. | 1998 | Chicago, Illinois, United States | USD 1.6 B | – | – | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | – | USD 71.52 M | 2,690 | |
Developer of a platforms offering credit score checks | 2021 | Jakarta, Jakarta, Indonesia | USD 12.4 M | – | – | |
AI-enabled financial planning and advisory solutions are provided for individuals. | 2018 | New York, New York, United States | USD 222.01 M | – | – | |
Venture capital investments and support for entrepreneurs in technology and innovation sectors. | 1911 | Redwood City, California, United States | – | USD 691.23 K | – |
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Frequently Asked Questions about Mariner Institutional
Mariner Institutional was founded in 2001.
Mariner Institutional is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
Mariner Institutional, formerly Cardinal Investment Advisors, is focused on delivering comprehensive financial services. Wealth planning, investment management, and tax preparation are offered to individuals and businesses. Specialized services for institutional clients, including cash management and advisory solutions, are provided. The company operates in sectors such as insurance, healthcare, and nonprofits. Offices are maintained in Chicago and St. Louis to serve a diverse client base. Additional resources and insights are leveraged to address unique challenges faced by institutional investors. Innovative solutions are developed to help clients achieve their financial goals.
Mariner Institutional offers Wealth Planning, Investment Management, Tax Planning and Preparation, and Institutional Cash Management.
Mariner Institutional has 1 investor. Key investors include Mariner.
Mariner Institutional operates through Msec Llc.
Yes. Mariner Institutional was acquired by Mariner Wealth Advisors in January 2025.