About Mariner Wealth Advisors
Mariner Wealth Advisors is a company based in Louisville (United States) founded in 2001 was acquired by Mariner Wealth Advisors in January 2019. It operates as a Professional Services. Mariner Wealth Advisors offers products and services including Wealth Planning, Investment Management, Tax Planning and Preparation, Estate Planning, and Trust Services. Mariner Wealth Advisors operates in a competitive market with competitors including Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
- Headquarter Louisville, United States
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Mariner Wealth Advisors
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Employee Count
Employee Count
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Acquired by
Mariner Wealth Advisors
(Jan 10, 2019)
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Products & Services of Mariner Wealth Advisors
Mariner Wealth Advisors 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 is provided for individual financial security.
Investment management is offered for portfolio growth strategies.
Tax planning is delivered for optimized financial outcomes.
Estate planning is provided for legacy and succession.
Trust services are managed for asset protection needs.
Funding Insights of Mariner Wealth Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| 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 Wealth Advisors
Mariner Wealth Advisors has secured backing from 1 investor. Prominent investors backing the company include Mariner. 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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Wealth management services are provided to clients nationwide.
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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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Venture capital is directed toward companies in multiple sectors.
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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 Wealth Advisors
| 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 |
Financial Statements - Mariner Wealth Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| 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 Wealth Advisors Comparisons
Competitors of Mariner Wealth Advisors
Mariner Wealth Advisors 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 Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, 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 |
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| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
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Bank offering diversified financial services
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Provider of wealth management services
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Provider of wealth management services
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Mariner Wealth Advisors
When was Mariner Wealth Advisors founded?
Mariner Wealth Advisors was founded in 2001.
Where is Mariner Wealth Advisors located?
Mariner Wealth Advisors is headquartered in Louisville, United States. It is registered at Louisville, Kentucky, United States.
What does Mariner Wealth Advisors do?
Mariner Wealth Advisors is focused on delivering comprehensive wealth management solutions to individuals and businesses. Services are provided in areas such as wealth planning, investment management, tax preparation, estate planning, and trust services. The firm operates across multiple sectors, including personal finance and institutional advisory. Customized financial solutions are offered to high-net-worth individuals and corporate clients. Expansion is pursued through acquisitions and new office openings in strategic markets across the United States.
Who are the top competitors of Mariner Wealth Advisors?
Mariner Wealth Advisors's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Mariner Wealth Advisors offer?
Mariner Wealth Advisors offers Wealth Planning, Investment Management, Tax Planning and Preparation, Estate Planning, and Trust Services.
Who are Mariner Wealth Advisors's investors?
Mariner Wealth Advisors has 1 investor. Key investors include Mariner.