Your Data Infrastructure.
Your Data Infrastructure.
Your Data Infrastructure.
Built Right.
Managed For You.
Built Right.
Managed For You.
Built Right. Managed For You.
Stop wrestling with data pipelines and vendor negotiations. Get enterprise-grade infrastructure powered by AWS and Snowflake, optimized by wealth management experts, delivered as a complete solution.
Stop wrestling with data pipelines and vendor negotiations. Get enterprise-grade infrastructure powered by AWS and Snowflake, optimized by wealth management experts, delivered as a complete solution.
Stop wrestling with data pipelines and vendor negotiations. Get enterprise-grade infrastructure powered by AWS and Snowflake, optimized by wealth management experts, delivered as a complete solution.
Your Data Becomes Your Competitive Advantage.
Your Data Becomes Your Competitive Advantage.
Your Data Becomes Your Competitive Advantage.
You Need Enterprise Data. You Don't Need Enterprise Complexity.
The old way: Hire data engineers. Build pipelines. Negotiate with cloud providers. Debug integrations. Maintain everything. Hope it scales.
Six months later: Still building. Still debugging. Still explaining to the board why you don’t have the data they need.
The Milemarker™ way:
World-class data infrastructure. Deployed in days. Managed by experts. Ready to scale.
The Milemarker™ way:
World-class data infrastructure. Deployed in days. Managed by experts. Ready to scale.
The Milemarker™ way:
World-class data infrastructure. Deployed in days. Managed by experts. Ready to scale.
You Need Enterprise Data. You Don't Need Enterprise Complexity.
The old way: Hire data engineers. Build pipelines. Negotiate with cloud providers. Debug integrations. Maintain everything. Hope it scales.
Six months later: Still building. Still debugging. Still explaining to the board why you don’t have the data they need.
The Milemarker™ way:
World-class data infrastructure. Deployed in days. Managed by experts. Ready to scale.
Enterprise Infrastructure. Without Enterprise Headaches
Enterprise Infrastructure. Without Enterprise Headaches
Snowflake-Powered Data Warehouse
Snowflake-Powered Data Warehouse
Snowflake-Powered Data Warehouse
Columnar storage, elastic compute, and enterprise security. Built for wealth management data at any scale.
Columnar storage, elastic compute, and enterprise security. Built for wealth management data at any scale.
Columnar storage, elastic compute, and enterprise security. Built for wealth management data at any scale.
AWS
Infrastructure
AWS
Infrastructure
AWS
Infrastructure
Multi-region redundancy, automatic scaling, and industry-leading uptime. Your data is always available when you need it.
Multi-region redundancy, automatic scaling, and industry-leading uptime. Your data is always available when you need it.
Multi-region redundancy, automatic scaling, and industry-leading uptime. Your data is always available when you need it.
One Contract, Zero Hassle
One Contract, Zero Hassle
One Contract, Zero Hassle
Multi-region redundancy, automatic scaling, and industry-leading uptime. Your data is always available when you need it.
Multi-region redundancy, automatic scaling, and industry-leading uptime. Your data is always available when you need it.
Multi-region redundancy, automatic scaling, and industry-leading uptime. Your data is always available when you need it.
Wealth Management Optimization
Wealth Management Optimization
Wealth Management Optimization
Multi-region redundancy, automatic scaling, and industry-leading uptime. Your data is always available when you need it.
Multi-region redundancy, automatic scaling, and industry-leading uptime. Your data is always available when you need it.
Multi-region redundancy, automatic scaling, and industry-leading uptime. Your data is always available when you need it.
Core Capabilities
Columnar Storage & Compute
Columnar Storage & Compute
Fast, efficient storage optimized for analytics
Separation of storage and compute for cost control
Elastic auto-scaling based on workload demands
Virtual warehouses for dedicated query performance
Enterprise Security
Enterprise Security
AES-256 encryption at rest and in transit
Role-based access control (RBAC) at table, column, and row levels
Dynamic data masking for sensitive information
Complete audit logging for compliance and monitoring
Data Integration & Processing
Data Integration & Processing
130+ wealth management platform connectors
Real-time sync for CRMs, custodians, and planning tools
File ingestion with simple, no-code interface
Email-to-warehouse for unstructured data capture
Change data capture (CDC) for real-time synchronization
Advanced Analytics Features
Advanced Analytics Features
Time travel to access historical data versions
Zero-copy cloning for dev/test environments
Usage visibility by role, firm, and system
Native BI tool support (Power BI, Sigma, Tableau)
Access to Snowflake Marketplace datasets
Flexible Data Views
Flexible Data Views
CRM, custody, and planning data views that adapt to your business
Open framework for custom schemas and workflows
Automatic data normalization and transformation
Integration with Milemarker™ Console for insights and reporting
The Data Engine Advantage
The Data Engine Advantage
The Data Engine Advantage
Deploy in days
What takes months to build, we deploy in days. Connect your systems, normalize your data, and start getting insights immediately.
Deploy in days
What takes months to build, we deploy in days. Connect your systems, normalize your data, and start getting insights immediately.
Deploy in days
What takes months to build, we deploy in days. Connect your systems, normalize your data, and start getting insights immediately.
Deploy in days
What takes months to build, we deploy in days. Connect your systems, normalize your data, and start getting insights immediately.
Expert Support
Maintained by wealth management data experts who understand your challenges and opportunities.
Expert Support
Maintained by wealth management data experts who understand your challenges and opportunities.
Expert Support
Maintained by wealth management data experts who understand your challenges and opportunities.
Expert Support
Maintained by wealth management data experts who understand your challenges and opportunities.
Scale Without Limits
From startup RIA to multi-billion-dollar enterprise. The Data Engine grows with your business without performance degradation.
Scale Without Limits
From startup RIA to multi-billion-dollar enterprise. The Data Engine grows with your business without performance degradation.
Scale Without Limits
From startup RIA to multi-billion-dollar enterprise. The Data Engine grows with your business without performance degradation.
Scale Without Limits
From startup RIA to multi-billion-dollar enterprise. The Data Engine grows with your business without performance degradation.
Future-Proof Architecture
Built on industry-leading platforms (AWS + Snowflake) with continuous updates and enhancements.
Future-Proof Architecture
Built on industry-leading platforms (AWS + Snowflake) with continuous updates and enhancements.
Future-Proof Architecture
Built on industry-leading platforms (AWS + Snowflake) with continuous updates and enhancements.
Future-Proof Architecture
Built on industry-leading platforms (AWS + Snowflake) with continuous updates and enhancements.
Technical
Specifications
Technical
Specifications
Technical
Specifications
Data Lake
Snowflake-native architecture with columnar storage
Automatic compression and optimization
Multi-cluster compute for concurrent workloads
Enterprise-grade backup and disaster recovery
Integration Framework
REST APIs for custom connections
Webhook support for real-time data flows
Batch and streaming data processing
Support for flat files, databases, and SaaS platforms
Infrastructure
AWS-hosted with multi-region deployment
99.9%+ uptime SLA with automatic failover
SOC 2 Type II compliant security controls
Governance & Monitoring
Complete data lineage tracking
Performance monitoring and optimization
Cost visibility and usage analytics
Role-based data access policies
Real Results
Thanks to Milemarker™, our leadership team and advisors now have greater access to the data we need to effectively run our business.
Laura Hubbell
Chief Information Officer, SignatureFD
Thanks to Milemarker™, our leadership team and advisors now have greater access to the data we need to effectively run our business.
Laura Hubbell
Chief Information Officer, SignatureFD
Implementation Process
Implementation Process
No IT drama. We handle the technical complexity. No vendor juggling. Single contract covers everything. No surprise costs.
No IT drama. We handle the technical complexity. No vendor juggling. Single contract covers everything. No surprise costs.
Transparent pricing that scales with your usage.
Transparent pricing that scales with your usage.
Infrastructure & Security
Provision your secure data environment with enterprise-grade controls and governance frameworks.
Infrastructure & Security
Provision your secure data environment with enterprise-grade controls and governance frameworks.
Infrastructure & Security
Provision your secure data environment with enterprise-grade controls and governance frameworks.
System Integration
Connect your core systems and validate data flows to ensure accuracy and reliability.
System Integration
Connect your core systems and validate data flows to ensure accuracy and reliability.
System Integration
Connect your core systems and validate data flows to ensure accuracy and reliability.
Configuration & Governance
Set up data views and establish governance policies that align with your firm’s requirements.
Configuration & Governance
Set up data views and establish governance policies that align with your firm’s requirements.
Configuration & Governance
Set up data views and establish governance policies that align with your firm’s requirements.
Deployment & Training
Complete deployment with comprehensive team training and ongoing optimization support.
Deployment & Training
Complete deployment with comprehensive team training and ongoing optimization support.
Deployment & Training
Complete deployment with comprehensive team training and ongoing optimization support.
Implementation Process
No IT drama. We handle the technical complexity. No vendor juggling. Single contract covers everything. No surprise costs.
Transparent pricing that scales with your usage.
Infrastructure & Security
Provision your secure data environment with enterprise-grade controls and governance frameworks.
System Integration
Connect your core systems and validate data flows to ensure accuracy and reliability.
Configuration & Governance
Set up data views and establish governance policies that align with your firm’s requirements.
Deployment & Training
Complete deployment with comprehensive team training and ongoing optimization support.
Built For Wealth Management
Built For Wealth Management
Built For Wealth Management
Industry-Specific Connectors
Direct integration with Orion, Black Diamond, Addepar, Salesforce, custodians, and 130+ other platforms.
Industry-Specific Connectors
Direct integration with Orion, Black Diamond, Addepar, Salesforce, custodians, and 130+ other platforms.
Industry-Specific
Connectors
Direct integration with Orion, Black Diamond, Addepar, Salesforce, custodians, and 130+ other platforms.
Industry-Specific Connectors
Direct integration with Orion, Black Diamond, Addepar, Salesforce, custodians, and 130+ other platforms.
Normalized Data Models
Open framework for advisors, clients, households, accounts, and portfolios that adapts across all systems.
Normalized Data Models
Open framework for advisors, clients, households, accounts, and portfolios that adapts across all systems.
Normalized
Data Models
Open framework for advisors, clients, households, accounts, and portfolios that adapts across all systems.
Normalized Data Models
Open framework for advisors, clients, households, accounts, and portfolios that adapts across all systems.
Compliance-Ready
Audit trails, data retention policies, and security controls designed for regulated financial services.
Compliance-Ready
Audit trails, data retention policies, and security controls designed for regulated financial services.
Compliance-Ready
Audit trails, data retention policies, and security controls designed for regulated financial services.
Compliance-Ready
Audit trails, data retention policies, and security controls designed for regulated financial services.
Performance At Scale
Optimized for the data volumes and query patterns common in wealth management firms.
Performance At Scale
Optimized for the data volumes and query patterns common in wealth management firms.
Performance At Scale
Optimized for the data volumes and query patterns common in wealth management firms.
Performance At Scale
Optimized for the data volumes and query patterns common in wealth management firms.
Pricing That
Makes Sense
Pricing That Makes Sense
Pricing That Makes Sense
All-Inclusive Support
Infrastructure, maintenance, security updates, and expert support included in one monthly fee.
All-Inclusive Support
Infrastructure, maintenance, security updates, and expert support included in one monthly fee.
All-Inclusive Support
Infrastructure, maintenance, security updates, and expert support included in one monthly fee.
No Lock-In
Your data stays yours. Export capabilities and standard interfaces ensure you’re never trapped.
No Lock-In
Your data stays yours. Export capabilities and standard interfaces ensure you’re never trapped.
No Lock-In
Your data stays yours. Export capabilities and standard interfaces ensure you’re never trapped.
Ready to Build on Solid Ground?
Ready to Build on Solid Ground?
Stop reinventing data infrastructure. Start leveraging it.
Stop reinventing data infrastructure. Start leveraging it.
Custom pricing based on your data needs and scale.
Custom pricing based on your data needs and scale.
See enterprise data infrastructure deployed in real-time.
See enterprise data infrastructure deployed in real-time.
30-minute consultation on your data strategy and requirements.
30-minute consultation on your data strategy and requirements.
30-minute consultation on your data strategy and requirements.
Ready to Build on Solid Ground?
Stop reinventing data infrastructure. Start leveraging it.
Custom pricing based on your data needs and scale.
See enterprise data infrastructure deployed in real-time.
30-minute consultation on your data strategy and requirements.
EMPOWERING ADVISORS TO ENJOY EVERY MILE.
Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS
Platform
SOLUTIONS
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
EMPOWERING ADVISORS TO ENJOY EVERY MILE.
Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS
Platform
SOLUTIONS
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
EMPOWERING ADVISORS TO ENJOY EVERY MILE.
Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS
Platform
SOLUTIONS
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
EMPOWERING ADVISORS TO ENJOY EVERY MILE.
Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS
Platform
SOLUTIONS