Mariner Tech Stack
Wealth advisory platform serving high-net-worth clients with planning and asset management
Mariner operates a multi-brand wealth advisory firm serving high-net-worth and institutional clients across wealth planning, investment advisory, and family office services. The tech stack reveals a data-infrastructure-heavy operation: Snowflake, Databricks, Redshift, dbt, and orchestration tools (Airflow, Dagster, ActiveBatch) power modeling and reporting, while Salesforce and Envestnet provide client and portfolio management. The hiring profile is dominated by finance and operations roles with senior-level focus, reflecting the complexity of managing tax-optimized portfolios, multi-generational plans, and regulatory compliance at scale.
Tech Stack 26 technologies
What Mariner Is Building
◆Challenges
- Prevent errors, fraud and misstatements
- Meeting deadlines
- Prevent errors and fraud
- Complex client relationships
- Improving methods and tools utilized
- Plan conversion transitions
- Retaining high net worth clients
- Ensuring compliance with internal processes
- Resolving custodial issues
- Complex tax regulation updates
▲Active Projects
- Charitable giving calculations
- Private foundation minimum payouts
- Miscellaneous tax and financial planning projects
- Quarterly and annual reporting packages
- Research findings presentations
- Asset allocation pacing models
- Pathway dc implementation
- Cash balance service delivery
- Lead flow workflow optimization
- Manage quarterly projects
Hiring Activity
Department
Seniority
Notable leadership hires: Pathway DC Director