# Milemarker
Milemarker is the data infrastructure for wealth management. We connect 130+ systems — CRMs, custodians, portfolio tools, billing, and planning software — into a single Snowflake-powered normalized data warehouse, then layer AI-ready analytics, workflow automation, and role-based advisor and client experiences on top. SOC 2 Type II certified. $200B+ AUA on platform. Founded 2022. Teams in Atlanta, Charleston, Cincinnati, Denver, Omaha, and Portland.
Milemarker serves RIAs, broker-dealers, TAMPs, aggregators, PE-backed roll-ups, insurance carriers, and fund managers. Our platform replaces manual data reconciliation — which costs wealth firms thousands of hours per year — with automated, real-time normalization into a structured, queryable foundation.
## 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. The normalized foundation every other Milemarker product runs on.
- [Milemarker Console](https://milemarker.co/milemarker-console): The firm and advisor workstation — one unified view of clients, AUM, revenue, workflows, and operations for advisors, ops teams, executives, and compliance. Role-based. Normalized data underneath.
- [Navigator](https://milemarker.co/navigator): Ask any question about your firm — clients, investments, revenue, operations — and get a real answer instantly. AI running across all 130+ connected systems in your data warehouse.
- [Milemarker Relay](https://milemarker.co/relay): No-code workflow automation across 400+ systems. Triggers on real wealth management events — account openings, compliance attestations, fee changes, portfolio drift. Full audit trail. SOC 2 Type II.
- [Milemarker MCP](https://milemarker.co/mcp): Model Context Protocol server — connect Claude, ChatGPT, Codex, or Gemini directly to your Milemarker data warehouse. Query data, deploy dashboards, and manage workflows in plain conversation.
- [Command Center](https://milemarker.co/command-center): Operations dashboard for wealth firms — monitor workflow status, data freshness, AUM movement, and exception cases from one normalized view.
- [Business Intelligence](https://milemarker.co/business-intelligence): Real-time wealth management analytics with 30+ chart types built on your normalized 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, and full 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.
- [File Ingestion](https://milemarker.co/file-ingestion): Drop in PDFs, custodian extracts, performance reports, and tax docs — Milemarker structures them into normalized, queryable wealth data automatically.
- [DevTools](https://milemarker.co/milemarker-devtools): CLI, APIs, and SDKs for engineers building on Milemarker's normalized wealth data platform. Wealth infrastructure as code.
- [Automation](https://milemarker.co/automation): Workflow automation platform for wealth management firms. Connects CRM, portfolio management, custodian feeds, and client portals without replacing existing systems.
- [AI Agents](https://milemarker.co/ai-agents): Navigator AI agents that execute tasks inside your advisory firm — portfolio monitoring, pre-meeting briefs, compliance alerting, and report generation.
## Use Cases
- [Aggregate Data](https://milemarker.co/aggregate-data): Unify multi-custodian data into one normalized 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.
- [Minimize Tab Fatigue](https://milemarker.co/minimize-tab-fatigue): End the swivel chair between 8–12 systems with one unified advisor view.
- [Simplify Revenue Reporting](https://milemarker.co/simplify-my-revenue-reporting): Automated fee reconciliation and revenue reporting across every custodian and billing system.
- [Raise Capital](https://milemarker.co/raise-capital): Data-driven capital raising with normalized performance and client data.
- [Understand Your Business](https://milemarker.co/understand-my-business): Real-time firm intelligence — AUM, revenue, advisor productivity, and operational health.
- [Unify Investment Management](https://milemarker.co/unify-investment-management): One investment data layer across every model, sleeve, and custodian your firm manages.
## Who We Serve
- [RIAs & Family Offices](https://milemarker.co/rias-family-offices): Registered investment advisors and family offices managing portfolios across multiple custodians.
- [Broker-Dealers](https://milemarker.co/broker-dealers): Firms needing automated compensation, compliance reporting, and rep oversight across branches.
- [TAMPs & OCIOs](https://milemarker.co/tamps-ocios): Turnkey asset management platforms and outsourced CIOs scaling advisor services.
- [Aggregators](https://milemarker.co/aggregators): Multi-firm networks consolidating data and operations across partner firms.
- [Private Equity](https://milemarker.co/private-equity): Private equity firms acquiring and integrating advisory practices at scale.
- [Insurance Companies](https://milemarker.co/insurance-companies): Insurance carriers connecting policy admin, broker compensation, and beneficiary data.
- [Fund Managers](https://milemarker.co/fund-managers): Fund managers needing distribution intelligence and normalized advisor data.
- [Enterprise](https://milemarker.co/enterprise): Multi-entity, multi-custodian enterprise wealth firms at scale.
## For Specific Roles
- [For CEOs](https://milemarker.co/for/ceos): Firm-wide visibility and growth intelligence for wealth firm CEOs.
- [For CFOs](https://milemarker.co/for/cfos): Revenue recognition, fee reconciliation, and financial reporting for wealth firm CFOs.
- [For COOs](https://milemarker.co/for/coos): Operational excellence and workflow automation for wealth firm COOs.
- [For CTOs](https://milemarker.co/for/ctos): Data infrastructure and integration architecture for wealth firm CTOs.
- [For Compliance Officers](https://milemarker.co/for/compliance-officers): Audit trails, monitoring, and automated compliance workflows.
- [For Firm Leaders](https://milemarker.co/for/firm-leaders): Strategic visibility and operational control for wealth management firm leaders.
## Resource Library (lp.milemarker.co)
Extended guides, competitive positioning, use cases, and educational content:
- [Milemarker Relay Overview](https://lp.milemarker.co/automation): No-code workflow automation for wealth management operations.
- [AI Agents for Wealth Management](https://lp.milemarker.co/ai-agents-wealth-management): How AI agents work in advisory operations and what to look for.
- [Wealth Management Data Platform Guide](https://lp.milemarker.co/wealth-management-data-platform): What a unified data platform does and how to evaluate vendors.
- [Data Warehouse for RIAs](https://lp.milemarker.co/data-warehouse-for-rias): Snowflake-native warehousing for registered investment advisors.
- [WealthTech Stack Guide](https://lp.milemarker.co/wealthtech-stack): The 7-layer WealthTech framework.
- [Addepar Alternatives](https://lp.milemarker.co/addepar-alternatives): How Milemarker works alongside or replaces Addepar.
- [Orion Alternatives](https://lp.milemarker.co/orion-alternatives): Extending or replacing Orion with Milemarker.
- [Salesforce for Wealth Management](https://lp.milemarker.co/salesforce-wealth-management): Milemarker's data integration with Salesforce FSC.
- [Relay vs Zapier](https://lp.milemarker.co/relay-vs-zapier-wealth-management): Why wealth firms choose Milemarker Relay over Zapier.
- [Claude for Financial Advisors](https://lp.milemarker.co/claude-for-financial-advisors): Using Claude AI with Milemarker's wealth data platform.
- [Centralized Advisor Platform](https://lp.milemarker.co/centralized-advisor-platform): One screen for every advisor workflow without replacing your stack.
- [Cost of Disconnected WealthTech](https://lp.milemarker.co/cost-of-disconnected-wealthtech): The real cost of running 8–12 disconnected systems.
- Full resource index: https://lp.milemarker.co/llms.txt
## Proprietary '40 Act Fund Data
For RIAs and asset managers sponsoring their own '40 Act mutual funds or ETFs. Milemarker unifies fund administrator, transfer agent, sub-advisor, and custodian data alongside the firm's advisory data — without replacing any of them.
- [Data Platform for '40 Act Fund Sponsors](https://lp.milemarker.co/data-platform-40-act-fund-sponsors): One data platform across fund admin, transfer agent, sub-advisor, and custodian.
- [N-PORT Reporting Automation](https://lp.milemarker.co/n-port-reporting-automation): Monthly Form N-PORT data assembly for DFIN, Confluence, or Vermilion.
- [Form PF Data Aggregation](https://lp.milemarker.co/form-pf-data-aggregation): For dual registrants running '40 Act funds alongside private funds.
- [NAV Reconciliation Automation](https://lp.milemarker.co/nav-reconciliation-automation): Daily three-way reconciliation across fund admin, custodian, and sub-advisor.
- [GIPS Composite Reporting Data](https://lp.milemarker.co/gips-composite-reporting-data): For managers running parallel fund and SMA strategies.
## Content
- [Blog / Articles](https://milemarker.co/articles): Wealth management technology insights, AI in advisory, and firm operations.
- [The Next Mile Podcast](https://milemarker.co/articles): Conversations with WealthTech leaders and top advisory firm operators.
- [The Rising Tide Newsletter](https://milemarker.co/newsletter): Weekly WealthTech industry curation — 237+ editions.
- [Release Notes](https://milemarker.co/release-notes): Platform release history and changelog.
- [Case Studies](https://milemarker.co/case-studies): Customer success stories from RIAs, broker-dealers, and TAMPs.
- [Events](https://milemarker.co/events): Industry events and conferences.
## Company
- [About](https://milemarker.co/about): Company story, mission, and team.
- [Leadership](https://milemarker.co/leadership): Executive team. CEO: Jud Mackrill (jud@milemarker.co).
- [Careers](https://milemarker.co/careers): Open roles at Milemarker.
- [Contact](https://milemarker.co/contact): Phone: +1 (470) 502-5600. Email: info@milemarker.co.
- [Awards](https://milemarker.co/awards): Industry recognition and rankings.
- LinkedIn: https://www.linkedin.com/company/milemarkerinc
- YouTube: https://www.youtube.com/@milemarkerinc
- Twitter/X: https://x.com/milemarkerco
- Domain: milemarker.co (not milemarker.io)