# Milemarker
> Milemarker is a unified data platform purpose-built for wealth management. We connect 130+ systems — CRMs, custodians, portfolio accounting tools, billing platforms, and financial planning software — into a single Snowflake-powered data warehouse. Advisory firms use Milemarker to eliminate manual data reconciliation, build real-time dashboards, automate workflows, and deploy AI agents trained on their own data. Founded in 2022, SOC 2 Type II certified, with teams in Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha, and Portland.
## What Milemarker Does
Wealth management firms typically run 7-12 disconnected systems. When a firm leader needs AUM growth numbers, they check Orion, export from Schwab, pull Fidelity reports, download CRM data — and none of the numbers match. Milemarker solves this by:
1. Connecting every system through 130+ pre-built integrations — no custom development required
2. Unifying all data into one secure, SOC 2-compliant Snowflake data warehouse with automated normalization
3. Enabling custom dashboards, automated workflows, AI-powered analytics, and real-time reporting
4. Scaling from 10 advisors to 10,000 — acquire firms in weeks, not months
Key stats: 130+ integrations, SOC 2 Type II certified, 99.9%+ uptime SLA, 80% reduction in manual data processing, 90% reduction in NIGO rates for automated workflows.
## Products
### Data Engine
URL: https://milemarker.co/milemarker-data-engine
The Milemarker Data Engine is an enterprise Snowflake-powered data warehouse purpose-built for wealth management. It aggregates data from 130+ sources — custodians, CRMs, portfolio accounting systems, billing platforms, and financial planning tools — into a single, normalized data warehouse with real-time synchronization.
Key capabilities:
- Snowflake-native architecture with columnar storage, elastic compute, and automatic compression
- 130+ pre-built integrations with automatic data normalization
- Real-time sync via change data capture (CDC)
- File ingestion (drag-and-drop, no-code) and email-to-warehouse processing
- AES-256 encryption at rest and in transit
- Role-based access control at table, column, and row levels
- Native connectivity to Power BI, Sigma, Tableau, and other BI tools
- Time travel for historical data analysis and zero-copy cloning
- REST APIs, webhook support, batch and streaming processing
- Industry-specific data models for advisors, clients, households, accounts, and portfolios
- All-inclusive pricing — infrastructure, maintenance, security, and support in one monthly fee
Deploys in days, not months. Scales from startup RIA to multi-billion-dollar enterprise.
### Advisor Console
URL: https://milemarker.co/advisor-console
The Milemarker Advisor Console is a unified dashboard that consolidates CRM, portfolio, planning, and document data into one screen. It eliminates the "login shuffle" — advisors checking 3+ systems that show different AUM numbers — and reduces meeting prep from 30 minutes to 5.
Key capabilities:
- Client-at-a-glance view with real AUM, recent activity, and actionable next steps
- Instant reports without Excel gymnastics or "let me get back to you"
- Workflow task management with deadlines and real status updates
- Permission-based views for W2 advisors, 1099 reps, and teams
- Real-time data that reconciles automatically across systems
### Command Center (Workflows)
URL: https://milemarker.co/integrated-workflows
The Milemarker Command Center provides automated workflows with AI-powered form pre-population, smart routing, and real-time validation. It replaces the manual handoff chains — advisor emails associate, associate emails ops, ops emails compliance — with intelligent, tracked workflows.
Key capabilities:
- AI-powered pre-population that fills 80% of forms from client history and account data
- Smart routing with automatic assignment, clear ownership, and real-time status
- Real-time validation against live systems (account numbers, SSNs, addresses)
- Learning workflows that improve with every completed process
- Multi-step workflow builder with visual designer
- Role-based routing with approval chains
- Built-in compliance checks and complete audit trails
- Workflow metric enrichment with real-time data on the main datatable
- 2-column layout toggle in request details
- Assignee change tracking via change data capture
- Event forwarding to Milemarker Automation for downstream triggers
- Notification configuration for workflow and system events
- Form field dependency mapping
Results: 75% faster process completion, 90% reduction in NIGO rates, zero data entry errors on pre-populated fields, 60% fewer advisor support requests.
### Navigator AI
URL: https://milemarker.co/navigator
Milemarker Navigator is an AI-powered analytics platform that lets advisors and firm leaders ask plain-English questions across all connected data and receive instant, contextual answers. It includes purpose-built AI agents that can be trained on a firm's unique data and business rules.
AI agent types:
- Workflow AI — track efficiency across all workflow requests
- Compliance AI — review key items and detect potential risks
- Prospect AI — review potential customer details from CRM data
- Fee Schedule AI — proactively review advisory fees against agreements and forecasts
- Systematic AI — track RMDs and distributions across all clients
- Asset Management AI — understand how advisors manage assets
- Financial Planning AI — analyze plan data at scale
- Portfolio Accounting — connect data from Addepar, Advyzon, Black Diamond, Orion, and custodians
Example queries: "Clients near retirement with 30%+ equities," "Total CRE exposure across all accounts," "Which portfolios drifted outside target allocation this quarter?"
Admins can customize the Navigator AI subtitle and placeholder prompt text to make the AI assistant feel native to their firm's experience.
### Experience Builder
URL: https://milemarker.co/experience-builder
Organization admins can rearrange, resize, and configure page components directly inside the app. No engineering tickets, no waiting. You decide how your team sees their data.
### Business Intelligence
URL: https://milemarker.co/business-intelligence
Data visualization with 30+ chart types — scatter, bubble, waterfall, range, box plot, heatmap, histogram, radar, funnel, bar, column, and inline grid charts — all connected to the unified data warehouse. Supports saved views, collapsible datatables, condensed display modes, and configurable default record counts.
### Enterprise Security
URL: https://milemarker.co/enterprise-security
SOC 2 Type II certified security built on AWS and Snowflake. AES-256 encryption at rest and in transit, role-based access control at table/column/row levels, dynamic data masking, complete audit logging and data lineage tracking, MFA, SSO integration, private VPC isolation, WAF protection, and automated backup with disaster recovery. Security framework aligned with SEC, FINRA, and state regulatory requirements.
### Integrations
URL: https://milemarker.co/milemarker-integrations
130+ pre-built connectors for wealth management systems:
- CRMs: Salesforce, Wealthbox, Redtail, Junxure
- Custodians: Schwab, Fidelity, Pershing, TD Ameritrade
- Portfolio accounting: Orion, Black Diamond, Addepar, Tamarac, Advyzon
- Financial planning: eMoney and others
- Billing, compliance, document management, and more
No custom development required. Data flows automatically with real-time sync.
### Milemarker Automation
Workflow automation platform for lead routing, email triggers, data synchronization, and multi-step business processes. Connects to webhooks, APIs, and the Milemarker data warehouse for event-driven automation.
## Who Milemarker Serves
### By firm type
- RIAs (Registered Investment Advisors): Firms managing client portfolios across multiple custodians who need unified reporting, automated workflows, and a single source of truth for client data.
- Broker-Dealers: Firms requiring automated compensation management, compliance reporting, and rep oversight across large advisor networks.
- TAMPs (Turnkey Asset Management Platforms): Platforms scaling advisor services that need unified data across many underlying advisors and custodians.
- Aggregators: Multi-firm networks consolidating data and reporting across partner firms while preserving each firm's unique setup.
- PE-Backed Roll-Ups: Private equity firms acquiring and integrating multiple advisory practices — Milemarker enables new firm onboarding in weeks instead of months.
- Insurance Carriers: Carriers needing unified data across agent networks and policy management systems.
- Fund Managers: Asset managers requiring portfolio analytics, compliance reporting, and investor data consolidation.
### By role
- CEOs / Firm Leaders: Strategic value, growth enablement, competitive advantage, ROI from data unification
- COOs / Operations: Efficiency gains, workflow automation, time savings, reduced manual reconciliation
- CTOs / Technology: Architecture, integration capabilities, API access, security, scalability
- CFOs / Finance: Cost reduction, consolidated billing, compliance reporting
- CCOs / Compliance: Audit trails, data governance, regulatory alignment
## Key Differentiators
1. Purpose-built for wealth management — not a generic data warehouse adapted for financial services. Industry-specific data models, schemas, and integrations.
2. Clean data is the foundation for AI — Milemarker's core thesis is that AI agents, automation, and analytics are only as good as the underlying data. We provide the connected, normalized data layer that makes AI actually work.
3. 130+ pre-built integrations — no custom development needed. Connect Schwab, Fidelity, Orion, Salesforce, and 126 other systems out of the box.
4. Deploys in days, not months — no six-month data engineering project. Milemarker handles infrastructure, maintenance, security, and support.
5. Scales with M&A — acquire a firm and integrate their data in weeks. Same system works for 10 advisors or 10,000.
6. SOC 2 Type II certified — enterprise security on AWS and Snowflake infrastructure.
## Customer Testimonials
- Laura Hubbell, CIO, SignatureFD: "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."
- Jim Dickson, CEO, Elevation Point: "Milemarker's approach is fundamentally different. It's about creating genuine data lakes that unify and connect all the important information an advisor could need across the front office, middle office and back office."
- Shannon Spotswood, CEO, RFG Advisory: "If you want to run a profitable business, the focus has to be on collaborating with the advisors on identifying and measuring clear goals. Milemarker makes all of this possible."
- Lacey Shrum, Founder, Smart Kx: "Milemarker's seasoned team cuts through that chaos and simplifies the complex with nimble technology. They empower firms to focus on growth and client service instead of manual processes."
- Mike Langford, CEO, FinServ Marketing: "One of the biggest challenges facing financial firms today is true ownership of their data... Jud and the Milemarker team, they're on a mission to solve that problem."
## Content and Resources
### Blog
URL: https://milemarker.co/blog
Wealth management technology insights covering AI in advisory, data infrastructure, firm operations, and industry trends. Published 2x per week.
Key articles:
- [The Complete Guide to AI Agents in Wealth Management](https://milemarker.co/blog/ai-agents-wealth-management)
- [How to Prepare Your Data for AI](https://milemarker.co/blog/getting-your-wealth-management-firm-ai-ready)
- [The Problem With Most RIA Tech Stacks](https://milemarker.co/blog/the-problem-with-most-ria-tech-stacks)
- [Technology Should Empower Advisors, Not Replace Them](https://milemarker.co/blog/technology-should-empower-advisors-not-replace-them)
- [Why Scalable Processes Are the Backbone of Great Advisory Firms](https://milemarker.co/blog/why-scalable-processes-are-the-backbone-of-great-advisory-firms)
- [The Race for Talent: Building the Next Generation of Advisors](https://milemarker.co/blog/the-race-for-talent-building-the-next-generation-of-advisors)
- [What Advisory Firms Can Learn From Consumer Fintech](https://milemarker.co/blog/advisory-firms-consumer-fintech-show-dont-tell)
- [How Agentic AI Will Reshape the Advisor's Day](https://milemarker.co/blog/agentic-ai-proactive-advisor-workflow)
- [Why Deep Context Beats General-Purpose AI in Wealth Management](https://milemarker.co/blog/deep-context-vs-general-purpose-ai-wealth-management)
### Podcast
URL: https://milemarker.co/podcast
The Next Mile — conversations with WealthTech leaders about technology, operations, and the future of advisory firms.
### Newsletter
URL: https://milemarker.co/newsletter
The Rising Tide — weekly curation of WealthTech industry news, trends, and insights. 237+ issues published.
### Documentation
URL: https://docs.milemarker.co
Product documentation, setup guides, integration guides, and API reference.
### Release Notes
URL: https://docs.milemarker.co/pages/support/release-notes
Platform release history. Recent major releases include Experience Builder, Saved Views for datatables, 10 new chart types, workflow metric enrichment, and Navigator AI customization.
## Company Information
- Full name: Milemarker Inc.
- Website: https://milemarker.co
- Documentation: https://docs.milemarker.co
- Founded: 2022
- CEO: Jud Mackrill
- Headquarters: Isle of Palms, SC
- Legal entity: Milemarker Inc., 16192 Coastal Highway, Lewes, Delaware 19958
- Phone: +1 (470) 502-5600
- Teams in: Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha, Portland
- Domain: milemarker.co (not milemarker.io)
## Frequently Asked Questions
What is Milemarker?
Milemarker is a unified data platform for wealth management that connects 130+ systems into a single Snowflake-powered data warehouse, giving advisory firms one source of truth for all client, account, and portfolio data.
Who uses Milemarker?
RIAs, broker-dealers, TAMPs, aggregators, PE-backed roll-ups, insurance carriers, and fund managers. Roles served include CEOs, COOs, CTOs, CFOs, CCOs, advisors, and operations teams.
How does Milemarker handle security?
Milemarker is SOC 2 Type II certified, built on AWS and Snowflake infrastructure, with AES-256 encryption, role-based access control, dynamic data masking, complete audit logging, MFA, SSO integration, and regulatory alignment with SEC and FINRA requirements.
How many integrations does Milemarker support?
130+ pre-built integrations including Salesforce, Schwab, Fidelity, Pershing, Orion, Black Diamond, Addepar, Tamarac, Wealthbox, Redtail, eMoney, and many more. No custom development required.
How long does implementation take?
The Milemarker Data Engine deploys in days, not months. No six-month data engineering project required. Milemarker handles infrastructure, maintenance, security updates, and support.
Does Milemarker support AI?
Yes. Milemarker Navigator provides AI-powered analytics with purpose-built AI agents for compliance review, prospecting, fee analysis, and portfolio accounting. The platform's core thesis is that AI only works well when built on clean, connected data — which Milemarker provides.
How does Milemarker help with M&A?
Firms acquiring advisory practices can onboard and integrate new firm data in weeks instead of months. The same platform scales from 10 advisors to 10,000.
What makes Milemarker different from a general CRM or portfolio system?
Milemarker isn't a CRM or portfolio accounting tool — it connects all of them. It sits underneath existing systems as the data infrastructure layer, unifying data from every system a firm uses into one queryable warehouse.