# Milemarker > Milemarker is a unified data platform for wealth management. We connect 130+ systems — CRMs, custodians, portfolio tools, billing, and planning software — into a single Snowflake-powered data warehouse, giving advisory firms one source of truth for every client, account, and portfolio. Founded in 2022, SOC 2 Type II certified, teams in Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha, and Portland. Milemarker serves RIAs, broker-dealers, TAMPs, aggregators, PE-backed roll-ups, insurance carriers, and fund managers. Our platform replaces the manual data reconciliation that costs firms thousands of hours per year with automated, real-time data unification. ## Products - [Data Engine](https://milemarker.co/milemarker-data-engine): Enterprise Snowflake data warehouse with 130+ pre-built integrations, real-time sync, and automated normalization for wealth management data. - [Advisor Console](https://milemarker.co/advisor-console): Unified dashboard that consolidates CRM, portfolio, planning, and document data into one screen for advisors. Reduces meeting prep from 30 minutes to 5. - [Command Center](https://milemarker.co/integrated-workflows): Automated workflows with AI-powered form pre-population, smart routing, and real-time validation. Reduces NIGO rates by 90%. - [Navigator AI](https://milemarker.co/navigator): AI-powered analytics that lets advisors ask plain-English questions across all connected data. Includes purpose-built AI agents for compliance, prospecting, fee review, and portfolio analysis. - [Milemarker Automation](https://milemarker.co/automation): Workflow automation for lead routing, email triggers, data sync, and multi-step business processes. - [Experience Builder](https://milemarker.co/experience-builder): Layout editor that lets org admins rearrange, resize, and configure page components without engineering. - [Business Intelligence](https://milemarker.co/business-intelligence): Data visualization with 30+ chart types connected to your unified data warehouse. Native BI tool support for Power BI, Tableau, and Sigma. - [Enterprise Security](https://milemarker.co/enterprise-security): SOC 2 Type II certified. AES-256 encryption, RBAC at table/column/row levels, dynamic data masking, audit logging. Built on AWS and Snowflake. - [Integrations](https://milemarker.co/milemarker-integrations): 130+ pre-built connectors for CRMs (Salesforce, Wealthbox, Redtail), custodians (Schwab, Fidelity, Pershing), portfolio systems (Orion, Black Diamond, Addepar, Tamarac), and more. ## Use Cases - [Aggregate Data](https://milemarker.co/aggregate-data): Unify multi-custodian data into one warehouse. Eliminate CSV exports and manual reconciliation. - [Grow Your Firm](https://milemarker.co/grow-my-firm): Scale through M&A — onboard acquired firms in weeks, not months. - [Enhance Advisor Experience](https://milemarker.co/enhance-advisor-experience): Give advisors a single pane of glass for every client interaction. ## Who We Serve - [RIAs](https://milemarker.co/rias): Registered investment advisors managing client portfolios across multiple custodians. - [Broker-Dealers](https://milemarker.co/broker-dealers): Firms needing automated compensation, compliance reporting, and rep oversight. - [TAMPs](https://milemarker.co/tamps): Turnkey asset management platforms scaling advisor services. - [Aggregators](https://milemarker.co/aggregators): Multi-firm networks consolidating data across partner firms. - [PE-Backed Roll-Ups](https://milemarker.co/pe-firms): Private equity firms acquiring and integrating advisory practices. ## Content - [Blog](https://milemarker.co/blog): Wealth management technology insights, AI in advisory, data infrastructure, and firm operations. - [Podcast](https://milemarker.co/podcast): The Next Mile — conversations with WealthTech leaders. - [Newsletter](https://milemarker.co/newsletter): The Rising Tide — weekly WealthTech industry curation. - [Release Notes](https://docs.milemarker.co/pages/support/release-notes): Platform release history and changelog. - [Documentation](https://docs.milemarker.co): Product documentation and guides. ## Company - [About](https://milemarker.co/about): Company story, values, and team. - [Leadership](https://milemarker.co/leadership): Executive team. - [Contact](https://milemarker.co/contact): Get in touch. Phone: +1 (470) 502-5600. ## Optional - [Case Studies](https://milemarker.co/case-studies): Customer success stories. - [Events](https://milemarker.co/events): Industry events and conferences. - [Awards](https://milemarker.co/awards): Industry recognition.