The partnership brings Charles River’s wealth platform to Mariner as it scales towards 5,000 advisers.
Boston-based State Street and Mariner, a Kansas-headquartered privately held financial services firm, have partnered to implement Charles River Development (Charles River) ’s wealth management solution as part of the former's plan to scale operations and expand towards 5,000 advisers. Charles River is a Massachusetts-based financial technology company Charles River is a Massachusetts-based financial technology company and a subsidiary of State Street that builds software for