Every Request, Exception and Review in One Queue That Closes Itself

Milemarker is a data infrastructure platform built for wealth management. It connects more than 690 data sources — custodians, CRMs, portfolio accounting, financial planning, billing, and compliance systems — and reconciles them into a single data lake, with data your firm owns. Firms use it to report revenue across custodians, track advisor productivity, reconcile billing and fees, and put clean data behind AI.

Most AI platforms for wealth management ask a firm to move its data and its work onto their platform. Milemarker works the other way around. It connects the systems a firm already runs, from custodians and CRMs to portfolio accounting and planning, into one governed data platform where the data belongs to the firm, then puts reporting, workflows, branded advisor experiences and AI on top. Firms keep their existing tools, can use Navigator or bring Claude, ChatGPT, Gemini, Grok or Copilot through Milemarker’s MCP server with their own permissions applied, and keep their data and its history if they ever leave.

Milemarker serves RIAs and family offices, independent broker-dealers, banks and trust companies, insurance carriers, private equity–backed platforms and aggregators, TAMPs and OCIOs, fund managers, and asset managers. The problem is the same across all of them: client, account, position, and revenue data sits in systems that were never designed to talk to each other, and no one can answer a basic question about the business without an export.

No. Milemarker connects the systems you already use without requiring you to replace them. Advisors continue using their existing CRM, portfolio platform, and planning tools — Milemarker normalizes and unifies the data underneath.

Implementations run between 2 and 12 weeks. Where a firm lands in that range depends on scope and on how quickly your team picks up Milemarker MCP — teams that lean on it move fastest.

Milemarker stays hands-on throughout, because the goal is for your team to run the platform rather than depend on ours. Every firm gets a success manager dedicated to making sure your business goals are met, working sessions every other week, training sessions, monthly partner calls, regular release notes, and full documentation.

Milemarker reads from the systems your firm already runs, normalizes each source into a consistent structure, and reconciles them into one record. That record lives in your firm’s own governed environment, not a shared vendor database. You keep the raw feeds, the normalized tables, and the logic that produced them. Milemarker never uses your data to train AI models, and it is never for sale.

No. At Milemarker we want to be absolutely clear: your data is yours. We treat it as sacred, we never use it to train AI models, and it is never for sale. Your firm’s data sits in a governed environment scoped to your firm, with access controlled by your own roles and permissions.

You own your data. That does not change when the relationship does — your firm’s data is yours during the engagement and yours afterward. It is never sold, and it is never used to train AI models.

Your data lands in a governed environment scoped to your firm, with access controlled by your own roles and permissions rather than shared across customers. Milemarker runs on redundant infrastructure across three cloud providers and monitors it continuously. Data residency controls, right to deletion, and privacy-first defaults are built in, and the platform is GDPR compliant.

Yes. Milemarker is SOC 2 certified, and is currently pursuing ISO 42001 certification for AI management systems. Data residency controls, right to deletion, and privacy-first defaults are built into the platform, which runs on redundant infrastructure across three cloud providers under continuous monitoring.

More than 690 data connections, spanning custodians, CRMs, portfolio accounting and performance systems, financial planning tools, billing and revenue platforms, document management, and compliance systems. Milemarker builds and maintains these connections directly and partners with third-party providers to extend them, so the catalog grows continuously. Connections specific to wealth management — the systems generalist data tools tend not to cover — are the deliberate focus.

No. Milemarker builds and maintains the connections, so your firm does not write code, run extracts, or stand up infrastructure. Operations teams work in Milemarker directly — building reports, reconciling revenue, and changing what leadership sees without filing a ticket or waiting on a development cycle.

Data is AI-ready when a model can answer a question about your business without a person first explaining where everything lives and which fields mean what. Most firms fail that test — their data is spread across systems with conflicting identifiers, inconsistent field names, and no shared definition of a household or a fee. Milemarker does the normalization and reconciliation up front, so AI works against one reconciled record instead of a dozen partial ones.

Milemarker MCP connects Claude directly to your firm’s Milemarker environment. You describe the metric, table, chart, or dashboard you want in plain language, and it gets built against your real data — including the styling on top of it. It reads and builds; it cannot alter the underlying data.

Yes. Operations leaders at firms using Milemarker MCP build reconciled revenue views, quarterly fee forecasts, client health scoring, and leadership dashboards by describing them rather than specifying them for someone else to build. The work that used to wait on an engineering queue now happens the same day the question is asked.