Mariner Wealth Advisors
5700 W. 112th St., Suite 500,
Overland Park, 66211, KS,
United States
Overland Park, 66211, KS,
United States
1 800-384-1756
Banking and Financial Services
Mariner Wealth Advisors Technographics
Mariner Wealth Advisors Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Mariner Wealth Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1750 Mariner Wealth Advisors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Mariner Wealth Advisors has purchased the following applications: Oracle Cloud ERP for ERP Financial in 2022, Zoom for Audio Video and Web Conferencing in 2020, DocuSign eSignature for Digital Signing in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Mariner Wealth Advisors is running and its propensity to invest more and deepen its relationship with Oracle , Zoom Video Communications , Salesforce or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Mariner Wealth Advisors revenues, which have grown to $262.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Mariner Wealth Advisors intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Mariner Wealth Advisors Tech Stack and Enterprise Applications
Mariner Wealth Advisors ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Cloud ERP | ERP Financial | ERP | n/a | 2022 | 2023 |
In 2022, Mariner Wealth Advisors implemented Oracle Cloud ERP as its core finance platform in an ERP Financial deployment. The initiative targeted accounting and cash management for the privately held national wealth advisory firm, with a hybrid staffing model that includes full-time personnel in Overland Park, KS.
The implementation covered accounting modules including accounts payable, accounts receivable cash application, corporate card and employee expense management, and general ledger controls. Configuration emphasized automated and manual review workflows to validate employee expense reports for accuracy, completeness and compliance with company travel and expense policy, and built-in controls to identify potentially fraudulent activity and support investigation and dispute resolution.
Operational scope included applying incoming payments such as checks, wire transfers and ACH to customer accounts for multiple legal entities, performed in coordination with the billing team. The deployment impacted accounting, billing and treasury functions, and job requirements noted experience with Oracle Fusion Cloud, Salesforce or CCH Axcess as complementary skills for staff supporting the environment.
Governance focused on codified review and escalation processes for expense reports and cash application, adherence to company policies and financial regulations, and defined responsibilities for investigating discrepancies and resolving disputes related to expense and payment activity.
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Mariner Wealth Advisors Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, Mariner Wealth Advisors deployed Zoom from Zoom Video Communications under the Audio Video and Web Conferencing category. The Zoom application is surfaced on Mariner Wealth Advisors' public website to provide client facing virtual meeting access and direct join links for advisory interactions.
The implementation emphasizes core audio and video conferencing capabilities typical of the category, including scheduled meetings, screen sharing, cloud recording and webinar style sessions. Configuration centers on user provisioning for advisory teams, meeting templates for client appointments and centralized meeting administration to support advisory workflows and internal collaboration.
Operationally, Zoom is embedded into the firm website to enable web based meeting joins and client meeting access, reflecting a client facing deployment pattern. No specific backend integrations or implementation partners are listed in the source material, and the deployment supports client engagement and internal communications within the United States.
Governance is expected to focus on centralized account administration, meeting access controls and standard security features such as passcodes and waiting rooms consistent with Audio Video and Web Conferencing deployments. No outcomes, costs or partner implementation details are provided in the source material.
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Collaboration | Collaboration |
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2022 | 2022 |
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Collaboration | Collaboration |
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2023 | 2023 |
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Mariner Wealth Advisors Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021 Mariner Wealth Advisors implemented DocuSign eSignature as a Digital Signing solution on their website. DocuSign eSignature is embedded into client-facing web flows to capture legally binding signatures, manage envelope lifecycle, and provide auditable signature trails for wealth management document workflows. Mariner Wealth Advisors DocuSign eSignature Digital Signing supports online execution of account agreements, advisory disclosures, and client consent forms within both public web pages and authenticated client portal flows. The implementation included template configuration, envelope routing logic, embedded signing via web integration, and configuration of authentication and audit capabilities. Operational coverage focused on client onboarding, compliance, legal review, and operations teams, requiring governance changes to template ownership, signature policy configuration, and document retention workflows to align signing processes with regulatory and operational procedures.
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Web Content Management | Content Management |
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2022 | 2022 |
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Mariner Wealth Advisors CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Call Tracking and Recording | CRM |
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2022 | 2022 |
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Data Management Platform | CRM |
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2022 | 2022 |
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Data Management Platform | CRM |
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2017 | 2017 |
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Data Management Platform | CRM |
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2022 | 2022 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Mariner Wealth Advisors Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Portfolio and Investment Performance and Planning | Investment Management |
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2025 | 2025 |
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Portfolio and Investment Performance and Planning, Asset and Wealth Management | Investment Management |
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2017 | 2017 |
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Mariner Wealth Advisors PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Apps Development | PaaS |
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2022 | 2022 |
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Mariner Wealth Advisors IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Application Hosting and Computing Services | IaaS |
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2013 | 2013 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Mariner Wealth Advisors CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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Secure Web Gateways (SWG) | CyberSecurity |
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2013 | 2013 |
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IT Decision Makers and Key Stakeholders at Mariner Wealth Advisors
| First Name | Last Name | Title | Function | Department | Phone | |
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Manager, Financial Systems & Data | Manager | IT | |
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Director, Corporate Finance | Director | Finance | |
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Director of Finance | Director | Finance | |
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Senior Accounting Manager | Manager | Finance | |
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SVP of Strategic Finance | VP | Finance | |
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Office and Finance Manager | Manager | Finance | |
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VP, Accounting | VP | Finance | |
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Apps Being Evaluated by Mariner Wealth Advisors Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Mariner Wealth Advisors IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Mariner Wealth Advisors digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD Mariner Wealth Advisors Technographics
Mariner Wealth Advisors is a Banking and Financial Services organization based in United States,
with around 1750 employees and annual revenues of $262.0 million.
Mariner Wealth Advisors operates a diverse technology stack with applications such as
Oracle Cloud ERP, Zoom and DocuSign eSignature,
covering areas like ERP Financial, Audio Video and Web Conferencing and Digital Signing.
Mariner Wealth Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Zoom Video Communications and DocuSign.
Mariner Wealth Advisors recently adopted applications including
Vanilla Estate Advisory Platform in 2025, Redtail Speak in 2023 and Oracle Cloud ERP in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Mariner Wealth Advisors’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Mariner Wealth Advisors’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Mariner Wealth Advisors technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.