For RIAs, Broker-Dealers, Family Offices & TAMPs

You own the client relationships. It’s time you owned the data.

Milemarker pulls every system your firm runs on — custodians, portfolio accounting, CRM, planning, billing — into one warehouse that belongs to you. Then puts an AI analyst on top of it.

See it on your data

See it on your data

Watch the 3-minute tour

Watch the 3-minute tour

690+ integrations · SOC 2 · Snowflake-native

The firms running on Milemarker.

Meet our customers

Logo lock-up pending: confirm each firm is a current customer and cleared for logo use. Don’t source from the tenant roster — it includes prospects and demo environments.

The problem

Your data isn’t missing. It’s hostage.

Your custodian has part of it. Your portfolio accounting system has part of it. Your CRM has the rest, and your planning tool has a version nobody trusts.

Every answer takes a week.

Someone exports four reports, joins them in Excel, and by the time it’s done the number moved.

Your vendors decide what you can see.

Their dashboards. Their fields. Their refresh schedule. Their roadmap.

Nobody agrees on AUM.

Three systems, three numbers, three people ready to defend theirs.

The AI you bought can’t help.

A model is only as good as the data under it. Yours is in twenty places.

You’re not short on data. You’re short on one place to stand.

How it works

Four steps from twenty systems to one answer.

Connect once. We resolve the data model. You get dashboards built on wealth management logic on day one — and an analyst you can ask anything.

Step 1

Connect

Learn More

130+ integrations to the systems wealth firms actually run.

Custodians, portfolio accounting, CRM, planning, billing.

Set up once. No engineers on your side.

Home

Step 2

Unify

Learn More

Define the terms

Step 3

See

Learn More

Executive, compliance, client view, model AUM and flows.

Built on wealth management logic and deployed on day one.

Not a blank BI canvas and a services quote.

Home

Ask

Learn More

Navigator answers in plain English.

Which households haven’t taken their RMD? What’s fee realization by advisor?

You get the answer and the rows behind it.

Home

Platform

Eight products. One source of truth.

Every one reads from the same warehouse. Nothing to reconcile between them.

Data Engine

Your own Snowflake warehouse. Every system your firm runs on, normalized into one place that belongs to you.

Navigator

Ask your firm and data anything. Built on Anthropic and every answer cites the rows underneath it.

Console

Dashboards for executives, advisors and affiliates. Real-time, and branded as yours.

Mobile App

Your firm in the advisor’s pocket. White-labeled, running on the same numbers as the desktop.

Layers

The joins nobody wants to write, already written. Household rollups, advisor attribution, fee realization, flows.

Scorecards

Everyone sees the same number. Defined once, shown everywhere — advisor’s desk to board deck.

Relay

Work that starts itself. New account funded. RMD unmet. Billing exception — routed to whoever acts on it.

MCP & API

Milemarker speaks agent. Claude and other AI tools query your data directly, under your permissions.

Integrations

690+ integrations. Including the ugly ones.

Custodians, portfolio accounting, CRM, planning, billing, compliance, marketing. If it holds your firm’s data, we’ll go get it.

Browse all integrations

Custodians · 13

Schwab, Fidelity, Pershing, Altruist, LPL Financial, Raymond James, Osaic, SEI, UMB.

Portfolio Accounting · 19

Orion, Addepar, Black Diamond, Tamarac, Advyzon, Envestnet, Nitrogen, Vestmark, SmartX, Pontera.

CRM · 44

Salesforce, Practifi, Wealthbox, Redtail, Microsoft Dynamics, Salentica, PreciseFP, HubSpot.

Planning & Tax · 10

eMoney, RightCapital, MoneyGuide, Holistiplan, Asset-Map, Conquest, Income Lab, fpPathfinder.

Accounting & Billing · 24

QuickBooks, AdvicePay, BillFin, Sage Intacct, Oracle NetSuite, Xero, Bill.com, ADP.

Compliance · 9

Orion Compliance, RIA in a Box, ComplySci, Smarsh, Global Relay, NorthStar, Okta.

Market Data · 20

FactSet, Morningstar, S&P Global, Bloomberg, Refinitiv, YCharts, OpenFIGI.

Milemarker Express · 557

The long tail, fully managed. If your firm runs it, we stand up the connector and maintain it — your team never touches the plumbing.

Every one catalogued on docs.milemarker.co: 140 wealth-native connectors we build and maintain ourselves, plus 550+ delivered through Milemarker Express. Relay reaches most of them too.

Ownership & Security

Your data. Your warehouse. Your rules.

The warehouse isn’t a black box you rent access to. Entitlements are enforced at the data layer, and the security posture is independently audited.

Snowflake-native.

Milemarker runs on Snowflake, with secure data sharing to your own environment. [VERIFY with Kailash — this is the most legally load-bearing claim on the page. “You own the Snowflake account” and “we share data into your account” are very different promises, and a buyer’s diligence team will read it literally.]

Entitlements in the warehouse.

Advisors see their book. Executives see the firm. Enforced by row access policies at the data layer, not hidden in a UI.

SOC 2.

Independently audited. Current system description available under NDA.

Case studies

Firms that stopped guessing.

Customer Story

RFG Advisory: Enterprise RIA, OneClick Ease of Use

Industry

RIA Platform

Company Size

135+ advisors

Founded

Year

Read Story

Read Story

100+

Metrics deployed across trading, compliance, and business intelligence

6+

Integrated data sources unified into a single data cloud

Trillium Wealth · ~$550M

Grew from about $70M to roughly $550M in client assets across six offices, from New York to Louisiana to Florida — all running on one platform.

RFG Advisory · 100+ metrics

135+ advisors and six integrated data sources unified into a single data cloud, spanning trading, compliance and business intelligence.

The Pinnacle Group · Days → minutes

Insurance and annuity data normalized into one connected layer and delivered straight into each RIA’s workflow, instead of prepared by hand.

“The more I control at the data level, the more I control everything else — for our team, and most of all for our clients.”

Steve Laska · Managing Partner, Trillium Wealth

[VERIFY] The three cards and the pull quote above are drawn from published case studies (Trillium Wealth, RFG Advisory, The Pinnacle Group) — confirm each firm is cleared to appear on the homepage. The deck’s originally suggested figures (6 days → 1 hour reporting; 4 custodians + 2 portfolio accounting systems; 40 advisors on one scorecard) were placeholders and are deliberately NOT used — swap them in only if you have sign-off.

In their words

Loved by firms in control of their own destiny.

“This is the connective tissue that allows us to truly compound value for our partners rather than just aggregate businesses.”

Jim Dickson

Founding Partner & CEO, Elevation Point

“I believe we’re at the very beginning of what’s going to be possible as we build data lakes — having data at our fingertips for making strategic decisions and helping advisors.”

Shannon Spotswood

CEO, RFG Advisory

“We’ve been able to automatically create reports that would have otherwise taken us weeks — including some that would have been nearly impossible to do. We’re in a new era of transparency and automation of data in our business.”

Laura Hubbell

Chief Information Officer, SignatureFD

  • “If your data is not in good order and you don’t have connectivity and visibility across all your advisors and service providers, it’s really almost impossible to run an effective agentic AI strategy.”

    Jim Dickson

    Founding Partner & CEO, Elevation Point

  • “This is the connective tissue that allows us to truly compound value for our partners rather than just aggregate businesses.”

    Jim Dickson

    Founding Partner & CEO, Elevation Point

  • "We’ve been able to automatically create reports that would have otherwise taken us weeks– including some that would have been nearly impossible to do. We’re in a new era of transparency and automation of data in our business."

    Laura Hubbell

    Chief Information Officer, SignatureFD

  • "This is augmentation, not just automation. It gives Advisors the intelligence and leverage to deliver a better client experience while running a more scalable and efficient business."

    Shannon Spotswood

    CEO, RFG Advisory

  • “If your data is not in good order and you don’t have connectivity and visibility across all your advisors and service providers, it’s really almost impossible to run an effective agentic AI strategy.”

    Jim Dickson

    Founding Partner & CEO, Elevation Point

  • “This is the connective tissue that allows us to truly compound value for our partners rather than just aggregate businesses.”

    Jim Dickson

    Founding Partner & CEO, Elevation Point

  • "We’ve been able to automatically create reports that would have otherwise taken us weeks– including some that would have been nearly impossible to do. We’re in a new era of transparency and automation of data in our business."

    Laura Hubbell

    Chief Information Officer, SignatureFD

  • "This is augmentation, not just automation. It gives Advisors the intelligence and leverage to deliver a better client experience while running a more scalable and efficient business."

    Shannon Spotswood

    CEO, RFG Advisory

changelog

Every fix, every feature, every ship.

Platform v1.35.4 — Transpose Table Layout, Tenant Email Config & Permissions Fix

Transpose Table Layout, Single-Click Row Highlight, Tenant Email Configuration, Color-Only Display Rules, Scorecard Permission Fix

See all releases

Frequently asked questions.

Can’t find what you’re looking for? Reach out to our team at connect@milemarker.co

How long does implementation take?

Weeks, not quarters. We connect your first sources and deploy a starting set of dashboards before you commit to a full rollout.

Do we need a data team?

No. Firms without a single engineer run Milemarker. If you do have a data team, the API and MCP server are the reason they’ll like us.

Do we have to leave our current systems?

No — that’s the point. Milemarker sits above Orion, Salesforce, your custodians, and everything else. Keep what works. Stop being limited by it.

Is this just another dashboard?

Dashboards are the smallest thing we do. Underneath is a warehouse, a resolved data model, and an AI layer your other tools can query.

What about AI and client data?

Navigator runs on Snowflake Cortex inside your data environment. Your data isn’t shipped off to train anything.

We’re mid-acquisition. Is now a bad time?

It’s the best time. Integrating two firms’ systems is the exact problem the platform was built for.

Bring one question you’ve never been able to answer.

Thirty minutes. We connect one of your systems and you ask it. That’s the whole demo.

Book the 30 minutes

Book the 30 minutes

Read The Rising Tide

From The Rising Tide

View All

Next Mile Podcast

How to Turn Client Conversations into Better Financial Advice

Kyle Van Pelt

Next Mile Podcast

Navigating the Next Era of Advisor Technology

Kyle Van Pelt

Ready to Connect Your Stack?

Book Strategy Call

Book Strategy Call

30-minute consultation on your data strategy and requirements.

See Live Demo

See Live Demo

Watch a walkthrough of the platform in action.

Ready to Connect Your Stack?

Book Strategy Call

Book Strategy Call

30-minute consultation on your data strategy and requirements.

See Live Demo

See Live Demo

Watch a walkthrough of the platform in action.

Ready to Connect Your Stack?

Book Strategy Call

Book Strategy Call

30-minute consultation on your data strategy and requirements.

See Live Demo

See Live Demo

Watch a walkthrough of the platform in action.