Mariner announced a partnership with Cariloop, a caregiving support platform designed to help families navigate healthcare and long-term care decisions. The partnership gives Mariner associates and eligible clients access to caregiving tools, professional coaching, and provider guidance.
Cariloop’s Caregiver Support Platform provides access to dedicated care coaches who help families manage care logistics and complex medical decisions. The platform supports caregiving scenarios involving aging parents, neurodiverse dependents, and relatives with complex health needs.
Mariner said the partnership reflects the growing role financial advisors play as clients navigate major life transitions. Caregiving responsibilities can create emotional, logistical, and financial challenges that often intersect with long-term financial planning.
Mariner began rolling out the platform earlier this year to more than 2,000 associates. The service has more recently become available to clients.
The company said early adoption among Mariner associates was strong. In the first two weeks after launch, advisors opened more than 300 caregiving cases for their own families, highlighting firsthand demand for the platform.
The partnership comes as caregiving becomes a larger issue for American families. According to AARP, more than 63 million Americans, or nearly one in four adults, now serve as caregivers, and nearly one in three support both a parent and a child.
Mariner said the addition of Cariloop gives advisors another resource to help families during challenging moments. The firm’s advisors already have access to in-house expertise across tax, estate, trust, insurance, investment banking, and valuation.
Founded in 2006, Mariner is a privately held national financial services firm. Mariner affiliates collectively advise on more than $647 billion in assets under advisement as of March 31, 2026.
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“Financial planning often sits at the intersection of health, family relationships, and major life decisions. We help clients prepare financially for the future, but caregiving situations can introduce emotional, logistical, and financial complexity all at once. Providing access to a resource like Cariloop allows us to support clients in a more meaningful way when those moments arise.”
Brian Leitner, Managing Director of Wealth Solutions at Mariner
“We couldn’t be more excited to deepen our partnership with Mariner by supporting their clients. Every caregiving journey has a direct impact on personal finances. To support Mariner associates and their clients means families across the country will receive more comprehensive guidance for their loved ones, and themselves, as they plan for the future.”
Michael Walsh, CEO and Co-Founder of Cariloop
“Today’s advisors show up for clients in the moments that matter most. The right resources make that possible. By introducing services like Cariloop, we’re giving our advisors another way to deliver real value to the families they serve and extend our purpose of positively impacting the lives of many.”
Marty Bicknell, CEO and President of Mariner
