Scaling a wealth management technology platform is not just about building better software. It is about building the operational muscle to deliver that software with the kind of precision and reliability that firms depend on every day. That is exactly why we brought Adrienne Paulsen on board as Milemarker's Vice President of Operations.

Adrienne comes to us from Orion Advisor Solutions, where she spent seven-plus years as Senior Director overseeing Premier Service and Professional Service teams. At Orion, she managed nine teams and more than 80 professionals, delivering operational excellence for over 1,500 advisory firms and high-net-worth clients — supporting $190M+ in annual recurring revenue. She is a two-time recipient of the Orion Company Leader Award, with deep expertise in Agile methodologies, service delivery frameworks, and financial technology operations.

In other words: she has done this before, at scale, in the exact industry we serve.

Why This Hire Matters for Our Clients

Milemarker's platform now connects 130+ integrations across the wealth management ecosystem — custodians, portfolio management systems, CRMs, financial planning tools, compliance platforms, and more. As our client base of RIAs, broker-dealers, and family offices continues to grow, the operational side of the business needs to scale just as deliberately as the technology.

Adrienne will lead operational strategy and execution across our entire client base. That includes service delivery, professional services, and client success — the functions that determine whether a firm's experience with Milemarker is good or genuinely great.

Her background is uniquely suited to this challenge. Supporting advisory firms through complex data and workflow migrations is not new territory for her — it is the work she has spent her career mastering.

In Their Own Words

"Adrienne's track record of building and scaling high-performing service organizations in wealth tech makes her an ideal fit for Milemarker," said Jud Mackrill, CEO and Co-Founder. "Her deep experience supporting advisory firms through complex data and workflow challenges, combined with her proven ability to drive cross-functional alignment, will be instrumental as we accelerate our growth and enhance our client experience."

Adrienne shared her perspective on joining the team:

"Milemarker is solving one of the wealth management industry's most fundamental challenges — data fragmentation and workflow inefficiency. I'm excited to join a team that's building true infrastructure-level solutions and bringing innovation to an industry that desperately needs it. The opportunity to help RIAs and broker-dealers unlock the value of their data through Milemarker's platform is incredibly compelling."

What This Means Going Forward

Bringing on a VP of Operations with Adrienne's caliber signals where Milemarker is headed. As firms increasingly rely on the Data Engine to unify their data, Milemarker Automation to orchestrate cross-system workflows, and Navigator to deliver AI-powered intelligence, the operational foundation supporting those capabilities needs to be every bit as robust as the technology itself.

Adrienne is here to make sure it is.

If you are a current Milemarker client, you will see her impact in the quality and speed of every interaction with our team. If you are evaluating Milemarker for your firm, know that we are investing in the people and processes that make implementation and ongoing support as strong as the platform.

Want to learn more about how Milemarker can connect your firm's technology stack? Get in touch with our team.