Mariner Tech Stack
Wealth advisory platform integrating planning, investments, and family office services
Mariner is a privately held wealth advisory firm with 1,001–5,000 employees operating across registered investment advisory brands. The tech stack reveals a dual architecture: Salesforce + Microsoft Office for client-facing operations, paired with a modern data platform (Snowflake, Databricks, dbt, Python, Airflow, Dagster) for backend analytics and automation. Finance dominates hiring (50 open roles), alongside significant support scaling (26 roles), while engineering and data remain lean—typical for advisory firms prioritizing compliance and client service over product velocity. Active projects span tax optimization, charitable giving mechanics, and integration of acquired firms, reflecting both organic growth and M&A activity.
Tech Stack 33 technologies
What Mariner Is Building
◆Challenges
- Prevent errors, fraud and misstatements
- Prevent errors and fraud
- Preventing financial errors
- New client onboarding
- Secure, efficient, compliant access to test environments
- Digital transformation and modernization
- Client implementation process
- Secure data sharing with external collaborators
- Critical run-the-business automations
- Inefficient planning processes
▲Active Projects
- Future-state design for 3p compensation system
- Investment strategy development
- Integration of newly acquired firms
- New client implementation process
- Charitable giving calculations
- Private foundation minimum payouts
- Miscellaneous tax and financial planning projects
- Alliance activation & referral execution
- Alliance enablement & engagement
- Estate and tax strategy development for prospective clients
Hiring Activity
Department
Seniority
Notable leadership hires: Chief of Staff
