Mariner Available in Nitrogen Partner Store, Expanding Access to Custom Portfolio Solutions

AUBURN, Calif.--(BUSINESS WIRE)--Nitrogen, an AI-powered suite of products for financial advisors, and Mariner, a national financial service firm, announce the addition of Mariner’s portfolio solutions into Nitrogen’s Partner Store. This enhances advisors’ ability to align portfolios with client risk preferences while expanding the range of solutions available within a single, integrated experience.

Through this integration, advisors using Nitrogen can access select Mariner portfolio solutions available to independent advisors. Mariner will develop portfolio solutions designed to align to each client’s risk preferences, informed by the Nitrogen Risk Number^®. Mariner supports advisors by managing critical, time-intensive components of portfolio management, including proposal development, custodial paperwork, account transfers, trading and implementation, as well as cashiering and day-to-day operational support.

“Advisors who want to offer personalized portfolios now have a way to do that,” said Justin Boatman, Chief Marketing Officer and Head of Product Strategy at Nitrogen. “Mariner brings custom portfolio capabilities to the Partner Store, including portfolio solutions aligned to client preferences. Nitrogen offers products for proposal generation and portfolio analysis. Advisors can focus time where it matters most: winning and retaining business.”

Mariner’s platform provides advisors with access to an institutional-caliber investment team that reviews portfolios, evaluates differences relative to target allocations, and delivers customized recommendations. This enables advisors to clearly communicate complex strategies while maintaining a high level of personalization.

“Our goal is to remove the operational and analytical barriers that often hinder an advisor’s growth,” said Rob Thomas, managing director at Mariner. “By providing custom-built, research-driven portfolios tailored to each client’s goals and constraints, rather than relying on rigid models, and handling the day-to-day administrative burdens, we allow our partners to return to what they do best: serving as a dedicated advocate for their clients.”

About Nitrogen

Nitrogen is a connected suite of advisor products designed to showcase the value of advice in every client meeting. Combining agentic AI with Risk Alignment, Investment Research, Income Planning, and Tax Intelligence, Nitrogen turns complex financial insights into persuasive visuals. Trusted by tens of thousands of advisors, backed by an industry-leading Net Promoter Score of 71, and ISO 42001 certified, Nitrogen empowers advisors to deliver deeper, more personalized advice that wins prospects and strengthens long-term client relationships.

About Mariner

Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, enabling them to maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with approximately $300 million in assets under advisement, Mariner affiliates collectively advise on more than $647 billion in assets under advisement as of 3/31/26. Learn more at www.mariner.com.