Enterprise-Grade Security You Can Trust
Enterprise-Grade Security You Can Trust
Enterprise-Grade Security You Can Trust
Built on AWS and Snowflake’s secure infrastructure, with best-in-class security practices, continuous monitoring, and unwavering commitment to protecting your firm’s most valuable asset.
Built on AWS and Snowflake’s secure infrastructure, with best-in-class security practices, continuous monitoring, and unwavering commitment to protecting your firm’s most valuable asset.
Built on AWS and Snowflake’s secure infrastructure, with best-in-class security practices, continuous monitoring, and unwavering commitment to protecting your firm’s most valuable asset.
Security as Foundation
Built on the
Most Trusted Platforms
Your wealth management data is too important to compromise.
We’ve built Milemarker™ on the security foundation of AWS and Snowflake—industry leaders who invest billions in protecting enterprise data. Combined with our rigorous internal practices, you get multi-layered protection that exceeds institutional standards.
Our Security Partnership
Our Security Partnership
Amazon Web Services (AWS)
Multi-region redundancy and disaster recovery
AWS Shield DDoS protection and Web Application Firewall (WAF)
Private networking with VPC isolation
24/7 monitoring and threat detection
Snowflake Data Cloud
End-to-end encryption with customer-managed keys (CMEK)
Role-based access control (RBAC) at table, column, and row levels
Complete audit logging and data lineage tracking
Zero-copy data sharing with privacy controls
Built for
Financial Services
Industry Standards
Security framework aligned with SEC, FINRA, and state regulatory requirements.
Industry Standards
Security framework aligned with SEC, FINRA, and state regulatory requirements.
Industry Standards
Security framework aligned with SEC, FINRA, and state regulatory requirements.
Audit Ready
Complete documentation and compliance reporting make examinations straightforward.
Audit Ready
Complete documentation and compliance reporting make examinations straightforward.
Audit Ready
Complete documentation and compliance reporting make examinations straightforward.
Shared Responsibility
We secure the platform; work with you on configuration and usage policies.
Shared Responsibility
We secure the platform; work with you on configuration and usage policies.
Shared Responsibility
We secure the platform; work with you on configuration and usage policies.
Core Security
Controls
Core Security Controls
Core Security
Controls
Data Protection
AES-256 encryption at rest and in transit
Automated backup and disaster recovery
Data residency controls for compliance
Data Protection
AES-256 encryption at rest and in transit
Automated backup and disaster recovery
Data residency controls for compliance
Data Protection
AES-256 encryption at rest and in transit
Automated backup and disaster recovery
Data residency controls for compliance
Network Security
Private virtual cloud (VPC) isolation
Web Application Firewall (WAF) protection
Encrypted communication for all data transfer
Network Security
Private virtual cloud (VPC) isolation
Web Application Firewall (WAF) protection
Encrypted communication for all data transfer
Network Security
Private virtual cloud (VPC) isolation
Web Application Firewall (WAF) protection
Encrypted communication for all data transfer
Compliance Ready
Complete audit trails for all actions
Privacy-by-design architecture
Regulatory alignment for financial services
Compliance Ready
Complete audit trails for all actions
Privacy-by-design architecture
Regulatory alignment for financial services
Compliance Ready
Complete audit trails for all actions
Privacy-by-design architecture
Regulatory alignment for financial services
Future-Proof Architecture
Multi-factor authentication (MFA) required
Role-based permissions with least privilege
SSO integration with enterprise identity providers
Future-Proof Architecture
Multi-factor authentication (MFA) required
Role-based permissions with least privilege
SSO integration with enterprise identity providers
Future-Proof Architecture
Multi-factor authentication (MFA) required
Role-based permissions with least privilege
SSO integration with enterprise identity providers
Milemarker™ Security Commitment
Milemarker™ Security Commitment
Milemarker™ Security Commitment
Rigorous Internal Practices
Best-in-class security screening, training, and monitoring of our team and processes.
Continuous Monitoring
Real-time threat detection and automated response systems protect your data around the clock.
Regular Assessments
Independent penetration testing and vulnerability assessments ensure defenses stay current.
SOC 2 Type II Compliance
Annual audits and comprehensive compliance reporting for regulatory requirements.
Real Results
Finally, someone is leveling up the data experience for advisors. What Milemarker™ is doing has been long overdue in the wealth management industry.
Torie Happe
Holistiplan Head of Partnerships
Finally, someone is leveling up the data experience for advisors. What Milemarker™ is doing has been long overdue in the wealth management industry.
Torie Happe
Holistiplan Head of Partnerships
Lets Talk Security.
Experience enterprise security that protects your business and satisfies your compliance requirements.
Experience enterprise security that protects your business and satisfies your compliance requirements.
Direct access to our security experts for your questions.
Deep-dive into our security practices with your compliance team.
Lets Talk Security.
Experience enterprise security that protects your business and satisfies your compliance requirements.
Direct access to our security experts for your questions.
Deep-dive into our security practices with your compliance team.
Lets Talk Security.
Experience enterprise security that protects your business and satisfies your compliance requirements.
Direct access to our security experts for your questions.
Deep-dive into our security practices with your compliance team.
EMPOWERING ADVISORS TO ENJOY EVERY MILE.
Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS
Platform
SOLUTIONS
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
EMPOWERING ADVISORS TO ENJOY EVERY MILE.
Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS
Platform
SOLUTIONS
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
EMPOWERING ADVISORS TO ENJOY EVERY MILE.
Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS
Platform
SOLUTIONS
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
EMPOWERING ADVISORS TO ENJOY EVERY MILE.
Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS
Platform
SOLUTIONS