Wealth management and planning firm with a Salesforce-centric advisor platform
Mariner is a privately held wealth advisory firm whose stack mixes advisor tooling (Salesforce Financial Services Cloud, Envestnet, CCH, Bloomberg) with a modern data platform built on Snowflake, Databricks, dbt and Airflow/Dagster. Hiring is accelerating and dominated by finance roles with a heavy intern share, while a Head of Compliance search and a planned cyber GRC function point to a governance build-out alongside Oracle HCM integration work.
Notable leadership hires: Head of Compliance
Mariner provides wealth planning and investment advisory services, headquartered in Overland Park, Kansas, with 1,001–5,000 employees. Its offerings span retirement, multi-generational and executive compensation planning, business succession, philanthropy, risk management and family office services. Advisory services run through multiple brands covering individual, independent advisor, institutional, ultra-high-net-worth and workplace clients. The firm hires in the United States and the United Kingdom, with finance and planning staff forming the core of its workforce.
Mariner uses Salesforce Financial Services Cloud with Apex, Lightning Web Components and OmniStudio, plus Envestnet, CCH and Bloomberg, on a data stack of Snowflake, Databricks, dbt, Airflow, Dagster and AWS.
Yes, hiring is accelerating, concentrated in finance and planning roles with many internships, plus smaller openings in support, operations, data, engineering, tax and compliance, including a Head of Compliance.
Mariner is headquartered in Overland Park, Kansas, United States, and hires in both the United States and the United Kingdom.
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Mariner's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →
This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.