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Mariner Wealth Advisors
AddedFeb 17, 2024
UpdatedJun 28, 2026
Mariner Wealth Advisors

Mariner Wealth Advisors

Operating

Mariner Wealth Advisors, a top financial firm, guides clients in wealth preservation and legacy building.

Location
Overland Park, KS, US
Founded
2006
Firm
Compare
Portfolio
Fundraising
Employees
Website

Mariner Wealth Advisors is a national wealth advisory firm focusing on comprehensive financial services for individuals and businesses. Their investment approach spans wealth planning, investment management, tax planning, estate planning, trust services, and insurance solutions. The firm typically engages in seed-stage investments, demonstrating an interest in early-stage companies.

Notable portfolio companies include Dispatch and Snappy Kraken. Mariner Wealth Advisors emphasizes preserving wealth and building legacies for future generations. The firm's philosophy centers on achieving and maintaining financial peace of mind for clients, offering a range of services to support both personal and business financial goals.

Mariner Wealth Advisors - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments2
Current Portfolio Count2
Total Portfolio Exits0

Top Investment Stages

Seed2 (100.0%)

Stage Mix

Seed 100%

Concentration shown as share of disclosed investments by stage.

Recent Investments

Dispatch logo

Dispatch

Snappy Kraken logo

Snappy Kraken

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Mariner Wealth Advisors - Classification

Also Known As
  • Mariner Wealth Advisors, LLC
NAICS
  • 520000Finance and Insurance
SIC
  • 6000Depository Institutions
Show 8 more industry codes
NAICS
  • 540000Professional, Scientific, and Technical Services
  • 541611Administrative Management and General Management Consulting Services
  • 541000Professional, Scientific, and Technical Services
  • 541600Management, Scientific, and Technical Consulting Services
  • 541610Management Consulting Services
SIC
  • 8700Engineering, Accounting, Research, Management, And Related Services
  • 8740Management And Public Relations Services
  • 8742Management Consulting Services