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Mariner Teams Up with Catchlight to Accelerate Organic Growth

Mariner Teams Up with Catchlight to Accelerate Organic Growth

12/17/24, 2:18 PM
Location
https://purecatamphetamine.github.io/country-flag-icons/3x2/CA.svgtoronto
Industry
food and beverage
financial services
Type
partnership
Mariner, a national financial services firm with nearly 2,000 advisors and over $245 billion in assets, is partnering with Catchlight, an award-winning organic growth platform, to utilize AI-powered insights in order to drive personalized engagement and accelerate organic growth.

Company Info

Company
Mariner
Location
toronto, ontario, canada
Additional Info
The firm partners with experienced management teams and often with founders to invest in market-leading companies. The firm primarily focuses on companies providing services, including consumer, healthcare, and business services, as well as retail, distribution, and industrials. The firm is currently investing its most recently established fund, Penfund Capital Fund VII. Mariner provides a holistic wealth management offering which encompasses financial planning, investment management, tax preparation, estate planning, and other services to individuals and corporate clients. Mariner is a Registered Investment Advisor (“RIA”) founded in 2006 and headquartered in Overland Park, Kansas with operations in 61 locations across 30 states. We believe Mariner is a top-tier RIA and we are happy to be partnering with Mariner and Leonard Green in making our first investment in the sector.”