Overland Park, 66211, KS,
United States
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
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Cloud ERP | ERP Financial | ERP Financial Management | n/a | 2022 | 2023 |
|
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 |
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Collaboration | Collaboration |
|
2022 | 2022 |
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Collaboration | Collaboration |
|
2023 | 2023 |
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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 |
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Web Content Management | Content Management |
|
2022 | 2022 |
|
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Call Tracking and Recording | CRM |
|
2022 | 2022 |
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Data Management Platform | CRM |
|
2022 | 2022 |
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Data Management Platform | CRM |
|
2017 | 2017 |
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Data Management Platform | CRM |
|
2022 | 2022 |
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Marketing Analytics | CRM |
|
2021 | 2021 |
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Marketing Automation | CRM |
|
2016 | 2016 |
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Marketing Automation | CRM |
|
2018 | 2018 |
|
Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Portfolio and Investment Performance and Planning | Investment Management |
|
2025 | 2025 |
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|
Portfolio and Investment Performance and Planning, Asset and Wealth Management | Investment Management |
|
2017 | 2017 |
|
PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Apps Development | PaaS |
|
2022 | 2022 |
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
|
2022 | 2022 |
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Application Hosting and Computing Services | IaaS |
|
2013 | 2013 |
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Content Delivery Network | IaaS |
|
2022 | 2022 |
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Content Delivery Network | IaaS |
|
2022 | 2022 |
|
CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2020 | 2020 |
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Secure Web Gateways (SWG) | CyberSecurity |
|
2013 | 2013 |
|
IT Decision Makers and Key Stakeholders at Mariner Wealth Advisors
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Mariner Wealth Advisors Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||