Mariner Wealth Advisors
Mariner Holdings, LLC is an employee-owned investment management firm based in Cincinnati, Ohio, that specializes in providing a wide range of financial services, including retirement planning, estate planning, financial planning, insurance planning, and charitable giving. The firm primarily serves high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Mariner Holdings manages client-focused portfolios across equity, fixed income, and alternative investments, employing both quantitative and fundamental analysis to guide its investment strategies. The firm invests in the U.S. public equity and fixed income markets, focusing on growth and value stocks across various company sizes, as well as high-quality corporate bonds, U.S. treasuries, and municipal bonds. Additionally, it explores alternative investments such as real estate investment trusts, commodities, and high-yield bonds. Established in 1995, Mariner Holdings aims to deliver innovative, client-focused solutions that instill confidence in its clients, allowing them to concentrate on their core priorities.
Top Stages
Past deals in Personal Finance
Ocean Heights Advisors
Acquisition in 2025
Ocean Heights Advisors is a wealth management and advanced financial planning firm located in Newport Beach, California. Established in 2022 as an employee-owned entity, the firm partners with Mariner Platform Solutions to provide comprehensive financial services. Ocean Heights Advisors specializes in advising high-net-worth families, executives, and entrepreneurs throughout the United States, addressing all aspects of their financial needs. The firm's assets are managed by its executive management team, ensuring a personalized approach to wealth management and financial planning.
Jenkins Wealth
Acquisition in 2025
Jenkins Wealth is a professional services firm specializing in wealth management. It offers a range of services including investment strategies, employee benefits, life insurance, and retirement planning, tailored to meet the unique financial goals and needs of individual investors. The company's approach emphasizes comprehensive financial planning and investment strategies designed to deliver satisfying returns while minimizing volatility.
Triton Financial Group
Acquisition in 2025
Triton Financial Group is a professional services firm specializing in fee-based financial advisory services for both individuals and businesses. They offer a broad range of services, including comprehensive financial planning, investment management, college financial assistance, wealth management, support for aging parents, business succession planning, and risk management. The company prides itself on providing impartial counsel, exceptional personal service, and the convenience of a one-stop-shop for clients seeking to make informed financial decisions in both their personal and business lives.
Confluence Financial Planning
Acquisition in 2023
Confluence Financial Planning is a provider of wealth management services designed for both individuals and businesses. The firm specializes in a range of financial services, including retirement planning, tax and insurance planning, cash management, investment management, estate planning, and trust services. By leveraging a high level of expertise across complex financial specialties, Confluence Financial Planning develops customized long-term strategies tailored to the unique financial situations of its clients. This comprehensive approach aims to help clients effectively manage and grow their wealth while addressing their specific financial needs and goals.
Walker Wealth
Acquisition in 2023
Walker Wealth is an investment management firm that specializes in providing strategic wealth planning and management services tailored for medical professionals, business owners, entrepreneurs, retirees, and families. The firm is dedicated to offering unbiased advice aimed at achieving long-term investment success. Walker Wealth prioritizes professional support and education, ensuring that clients receive informed guidance throughout their financial journeys. The company operates with a strong commitment to trust, integrity, and respect, fostering a collaborative environment to meet the unique needs of each client.
Arbor Wealth Management
Acquisition in 2022
Arbor Wealth Management, LLC is a privately owned investment management firm based in Miramar Beach, Florida, established in 2010. The firm specializes in providing comprehensive financial services to high net worth individuals, families, charitable organizations, and corporations. Arbor Wealth Management operates as a fee-only, fiduciary registered investment advisory firm, emphasizing transparency with a flat-fee schedule for its offerings. Its services encompass investment advisory, financial planning, retirement planning, estate planning, trust services, and tax planning, aimed at assisting clients in effectively planning for their financial futures. The firm utilizes both fundamental and technical analysis in its investment strategies, ensuring a tailored approach to meet the unique needs of its clientele.
Savant Investment Group
Acquisition in 2021
Savant Investment Group is an investment advisory firm specializing in wealth management and retirement planning services. The company caters to both individual and pension clients, offering a wide range of financial guidance. Its services include private wealth management, retirement plan development, home financing and refinancing advice, tax-efficient investment strategies, private investment evaluations, asset protection solutions, and business evaluations. By providing tailored retirement planning services that adapt to changing circumstances, Savant Investment Group aims to help clients achieve their financial objectives effectively.
Vaughn Wealth
Acquisition in 2021
Vaughn Wealth is a wealth management firm based in Orlando, Florida, specializing in a comprehensive range of financial services. The company offers financial planning, estate and tax planning, retirement planning, investment management, asset allocation, insurance solutions, and risk management. By providing these services, Vaughn Wealth aims to help clients achieve financial stability and effectively manage their wealth. The firm focuses on delivering personalized strategies tailored to the unique needs of each client, ensuring a holistic approach to financial well-being.
Allegiant Private Advisors
Acquisition in 2021
Allegiant Private Advisors is a firm specializing in financial services for affluent clients. It provides wealth management, investment management, and financial planning services tailored to high-net-worth individuals, families, entrepreneurs, nonprofit organizations, and foundations. The company offers customized solutions including estate planning, risk management, educational planning, and retirement planning to help clients preserve and grow their wealth.
Snappy Kraken
Seed Round in 2019
Snappy Kraken is a software-as-a-service (SaaS) marketing solution tailored for financial advisors, focusing on the personalization, automation, and tracking of marketing campaigns. The company provides an autopilot marketing platform that features a user-friendly dashboard for calculating marketing return on investment and managing client nurturing campaigns. Users can access a variety of ready-made campaigns that include professionally designed email drip series, social media posts, and advertisements, allowing them to deploy multi-step marketing initiatives seamlessly across multiple channels. Snappy Kraken aims to simplify the marketing process for financial advisors, enhancing their ability to engage clients and grow their businesses.
SMS Capital Management
Acquisition in 2019
SMS Capital Management, Inc. specializes in providing tailored wealth management solutions to high-net-worth individuals and families, including business owners, corporate executives, attorneys, and medical and dental professionals. The firm focuses on addressing the unique financial needs of clients who are often dedicated to their careers but prioritize the well-being of their families. In addition to wealth management, SMS's clientele is engaged in philanthropic activities, reflecting their commitment to community involvement. In June 2019, SMS Capital Management was acquired by Mariner Wealth Advisors, further expanding its capabilities in serving affluent clients.
Patriot Wealth Management
Acquisition in 2018
Patriot Wealth Management, Inc. is a comprehensive financial management firm based in Houston, Texas, founded in 2004. As a registered investment adviser, it offers a range of financial services, including investment management, financial planning, and consulting tailored to the needs of individuals, high net worth clients, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm specializes in managing equity, fixed income, and balanced portfolios, focusing on investments in public markets and utilizing mutual funds and exchange-traded funds. Patriot Wealth Management employs various analytical methods, including fundamental and technical analysis, to inform its investment strategies, supplemented by external research. As of January 1, 2019, the firm operates as a subsidiary of Mariner Wealth Advisors.
Hyre Personal Wealth Advisors
Hyre Personal Wealth Advisors is a professional services firm specializing in comprehensive wealth management. They provide tailored financial, investment, and estate planning services to a diverse clientele, including individuals, business owners, and those navigating significant life changes. The company's approach involves offering objective guidance, in-depth portfolio analysis, and dedicated commitment to help clients navigate complex financial landscapes and work towards their unique financial goals.
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