About Mariner
Mariner is a company based in Overland Park (United States) founded in 2006 by Bruce Kusmin was acquired by Atlas Financial Holdings in December 2024. It operates as a Professional Services. Mariner has completed 38 acquisitions, including Arbor Wealth, Authent Advisors and Azhth.com. Mariner offers products and services including Wealth Planning, Investment Management, Tax Planning and Preparation, Estate Planning, and Trust Services. Mariner operates in a competitive market with competitors including MassMutual, Point Digital Finance, Erie Insurance, Unum and American Family Insurance, among others.
- Headquarter Overland Park, United States
- Founders Bruce Kusmin
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Sectors
Financial Services
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Mariner Wealth Advisors, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
$75 M (USD), Debt – Conventional
Jan 06, 2022
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Investors
Atlas Financial Holdings
& 1 more
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Employee Count
Employee Count
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Investments & Acquisitions
Arbor Wealth
& 37 more
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Acquired by
Atlas Financial Holdings
(Dec 05, 2024)
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Products & Services of Mariner
Mariner offers a comprehensive portfolio of products and services, including Wealth Planning, Investment Management, Tax Planning and Preparation, Estate Planning, and Trust Services. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Wealth planning strategies are designed for individual clients.
Investment management services are provided for asset growth.
Tax planning services are offered for optimized returns.
Estate planning solutions are crafted for wealth transfer.
Trust services are managed for asset protection needs.
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Funding Insights of Mariner
- Total Funding Total Funding
- Total Rounds 1
- Last Round Debt – Conventional — $75.0M
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First Round
First Round
(06 Jan 2022)
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan, 2022 | Amount | Debt – Conventional - Mariner | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Mariner
Mariner has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Atlas Financial Holdings and Penfund. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Penfund is engaged in direct lending to middle-market companies.
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Founded Year | Domain | Location | |
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Auto insurance carrier
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Mariner
Mariner has strategically engaged in corporate development activities, having acquired 38 companies. Notable acquisitions include Arbor Wealth, Authent Advisors and Azhth.com. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Wealth and investment management, plus retirement planning services, are offered.
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2021 | ||||
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Provider of wealth management services
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2017 | ||||
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Tax planning and preparation services are offered to clients.
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2017 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Mariner
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Mariner Comparisons
Competitors of Mariner
Mariner operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as MassMutual, Point Digital Finance, Erie Insurance, Unum and American Family Insurance, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Mutual life insurance company
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| domain | founded_year | HQ Location |
Fractional home equity is sold online for interest-free loans.
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| domain | founded_year | HQ Location |
Multi-line insurance company
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| domain | founded_year | HQ Location |
Insurance services for life, disability, and accident coverage are offered.
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| domain | founded_year | HQ Location |
Personal and business insurance products are provided nationwide.
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| domain | founded_year | HQ Location |
Financial services are offered by Thrivent as a not-for-profit entity.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Mariner
Frequently Asked Questions about Mariner
When was Mariner founded?
Mariner was founded in 2006 and raised its 1st funding round 16 years after it was founded.
Where is Mariner located?
Mariner is headquartered in Overland Park, United States. It is registered at Overland Park, Kansas, United States.
What does Mariner do?
Mariner Wealth Advisors is focused on delivering comprehensive wealth management services. Solutions are provided for individuals and businesses, covering wealth planning, investment management, tax preparation, estate planning, and trust services. Specialized offerings are tailored for executives, professional athletes, medical professionals, and business owners. The firm operates with a collaborative approach, supported by in-house teams to address complex financial challenges across various sectors.
Who are the top competitors of Mariner?
Mariner's top competitors include MassMutual, Erie Insurance and Point Digital Finance.
What products or services does Mariner offer?
Mariner offers Wealth Planning, Investment Management, Tax Planning and Preparation, Estate Planning, and Trust Services.
How many acquisitions has Mariner made?
Mariner has made 38 acquisitions, including Arbor Wealth, Authent Advisors, and Azhth.com.
Who are Mariner's investors?
Mariner has 2 investors. Key investors include Atlas Financial Holdings, and Penfund.