# Milemarker
> Milemarker is a unified data and experience platform for wealth management. We connect 130+ systems — CRMs, custodians, portfolio tools, billing, and planning software — into a single Snowflake-powered data warehouse, then layer AI insights, workflow automation, and custom advisor/client experiences on top. Founded in 2022, SOC 2 Type II certified, $200B+ AUA on platform. 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 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): Centralized advisor experience — one screen for client data, portfolio, planning, compliance, activity history, and billing from every connected system.
- [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 Relay](https://milemarker.co/relay): No-code workflow automation across 400+ systems. Triggers on real business events — account openings, compliance attestations, fee changes, portfolio drift. Full compliance-grade audit trail. SOC 2 Type II.
- [Experience Builder](https://milemarker.co/experience-builder): Custom-branded advisor and client portal experiences built on unified data. Firm-specific workflows, branding, and data priorities.
- [Command Center](https://milemarker.co/integrated-workflows): Automated workflows with AI-powered form pre-population, smart routing, and real-time validation.
- [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.
- [Minimize Tab Fatigue](https://milemarker.co/minimize-tab-fatigue): End the swivel chair between 8-12 systems with one unified advisor view.
## Who We Serve
- [RIAs & Family Offices](https://milemarker.co/rias-family-offices): 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 & OCIOs](https://milemarker.co/tamps-ocios): Turnkey asset management platforms scaling advisor services.
- [Aggregators](https://milemarker.co/aggregators): Multi-firm networks consolidating data across partner firms.
- [Private Equity](https://milemarker.co/private-equity): Private equity firms acquiring and integrating advisory practices.
- [Insurance Companies](https://milemarker.co/insurance-companies): Insurance carriers connecting advisor and policyholder data.
- [Fund Managers](https://milemarker.co/fund-managers): Fund managers needing distribution intelligence and advisor data.
## 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.
- [Centralized Advisor Platform](https://lp.milemarker.co/centralized-advisor-platform): The centralized platform without replacing your tech stack.
- [Centralized Advisor Experience](https://lp.milemarker.co/centralized-advisor-experience): One screen, every system, zero tab fatigue.
- [AI Copilot for Wealth Management](https://lp.milemarker.co/ai-copilot-wealth-management): Navigator AI as your wealth management copilot.
- [Open Architecture Platform](https://lp.milemarker.co/open-architecture-advisor-platform): The advisor platform that connects instead of replaces.
- [TAMP Technology Platform](https://lp.milemarker.co/tamp-technology-platform): Data infrastructure for TAMPs.
- [White-Label Wealth Platform](https://lp.milemarker.co/white-label-wealth-platform): Fully branded advisor and client experiences.
- Full resource index: https://lp.milemarker.co/llms.txt
## Content
- [Blog / Articles](https://milemarker.co/articles): Wealth management technology insights, AI in advisory, data infrastructure, and firm operations.
- [Podcast](https://milemarker.co/articles): The Next Mile — conversations with WealthTech leaders.
- [Newsletter](https://milemarker.co/newsletter): The Rising Tide — weekly WealthTech industry curation.
- [Release Notes](https://milemarker.co/release-notes): Platform release history and changelog.
- [Case Studies](https://milemarker.co/case-studies): Customer success stories.
- [Events](https://milemarker.co/events): Industry events and conferences.
## 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.
- [Awards](https://milemarker.co/awards): Industry recognition.
- LinkedIn: https://www.linkedin.com/company/milemarkerinc
- YouTube: https://www.youtube.com/@milemarkerinc
- Twitter: https://twitter.com/milemarkerco