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The Infrastructure for Wealth

News, announcements, and press coverage from Milemarker™ — building the data and automation layer for wealth management.

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Press Releases

ProductJune 1, 2026

Milemarker Launches Navigator AI — Autonomous Agents for Wealth Management Operations

Milemarker™ today announced Navigator AI, a suite of autonomous agents purpose-built for wealth management operations — automating data normalization, workflow routing, and real-time insights across the enterprise.

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CompanyApril 15, 2026

Milemarker Raises Strategic Round to Expand Data Infrastructure for RIAs and TAMPs

Milemarker™ announced a strategic funding round to accelerate expansion of its wealth management infrastructure platform, deepening integrations across custodians, portfolio management systems, and reporting tools.

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PartnershipMarch 10, 2026

Milemarker Expands Integrations Ecosystem to 50+ Wealth Technology Platforms

Milemarker™ today announced expanded integration support across 50+ wealth technology platforms, enabling RIAs, broker-dealers, and TAMPs to connect existing systems without replacing them.

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Media Kit

Brand Assets

Official logos, headshots, and brand materials for press and media use.

Primary Logo (Light)

PNG, transparent background, for use on light surfaces

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Primary Logo (Dark)

PNG, transparent background, for use on dark surfaces

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Logo (SVG)

Vector format, scalable for all sizes

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CEO Headshot

High-resolution professional photo, 300 DPI

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About Milemarker™

Milemarker™ is The Infrastructure for Wealth — an overlay platform that connects, normalizes, and activates wealth management data and workflows across existing technology stacks. Serving RIAs, broker-dealers, TAMPs, aggregators, and enterprise wealth managers, Milemarker enables firms to eliminate operational drag, deploy AI agents, and operate with real-time data sovereignty — without replacing the systems already in place.

Press Inquiries: press@milemarker.co