---
title: "About Milemarker"
description: "Who we are and why we built Milemarker: a data and experience platform that connects the systems wealth management firms already run into one operating picture."
url: https://www.milemarker.co/resources/about
---
# A letter from our founder.

Dear reader,

At some point, you've been the advisor who found out your client's data was wrong from the client themselves. It's a terrible feeling. Not because data breaks happen, but because you know you should have caught it first.

### That's the moment Milemarker was built for.

The tools that existed were too siloed, too rigid, or too dependent on one vendor's roadmap. Advisory firms were stuck stitching systems together with spreadsheets and prayers. We believed the gap between "something changed" and "the right advisor knows about it" could be a lot smaller than it was.

So we built Milemarker. Clean integrations. One connected data layer. No vendor lock-in. No limits on how you serve your clients tomorrow because of the tools you chose today.

We're constantly innovating, constantly building, constantly breaking down the barriers between you and the people you serve. Whether your customers are advisors or direct investors.

Milemarker is built for the next stage of wealth management.

 **Jud Mackrill**Co-Founder & CEO

Milemarker today

## The data platform behind $290B+ in assets

RIAs, broker-dealers, TAMPs, insurance firms and aggregators run on Milemarker, from ten advisors to ten thousand, on the same platform.

$290B+

Assets on platform

2.8x

Growth after choosing Milemarker

1,200+

Offices served

690+

Data connections

Trusted by leading wealth management firms
[Meet our customers](https://www.milemarker.co/resources/case-studies)

Recognized across the industry
[View our awards](https://www.milemarker.co/resources/awards)

Independently audited, built on Snowflake and AWS

-   SOC 2 Type II
-   Snowflake Services Partner, Select
-   Snowflake Data Partner
-   AWS Partner

[Security at Milemarker](https://www.milemarker.co/data-engine/enterprise-security)

The team

## Built across the industry

Data engineers, product designers and operations specialists with deep roots in wealth management and financial services, working from Atlanta, Charleston, Cincinnati, Denver, Omaha, Portland, Sacramento and Seattle.

[We're hiring](https://www.milemarker.co/resources/careers)

Leadership6

-   [**Jud Mackrill**](https://www.milemarker.co/resources/about/jud-mackrill) CEO & Cofounder

-   **Kyle Van Pelt** CRO & Cofounder

-   **Kim Mackrill** President & Cofounder

-   **Kailash Duraiswami** Chief Technology Officer

-   **Jeff Beaumont** Chief Operating Officer

-   **Kevin Farrow, OSCP** Chief Information Security Officer

The team14

-   **DJ Highum** VP of Growth

-   **Scott Klaassen** Managing Director

-   **Ashley Long** Director of Client Success

-   **Jennica Fernen** VP of Design

-   **Brad Demeter** VP of Growth

-   **Isaiah Downing** Software Engineer

-   **Tristan Lockwood** Analytics Engineer

-   **Colby Tallafuss** Business Development

-   **Marie Fata** Partner Success Consultant

-   **Thomas Gamble** Solutions Engineer

-   **Nico Zarris** Director of Product

-   **Angie Zarris** Product Success Lead

-   **Joe Highum** Partner Success Consultant

-   **Jhon Sedan** Client Support Associate

Our ethos

## What we believe.

These are the principles that shape how we build, how we hire, and how we treat the people who trust us.

### Clean data comes first

AI, automation, analytics — none of it works without connected, normalized data underneath. We start there, always.

### Firms should own their data

Your data belongs to you, not trapped inside someone else's platform. Milemarker gives you a warehouse you control.

### Technology should match how firms actually work

Not how a product manager imagined they might. We build for operators, not demos.

## Read our posts

[View All ↗](https://www.milemarker.co/resources/blog)

 [The Rising Tide ### What Even Are Percentages? Why Wealthtech Needs to Care About Financial Literacy Jud Mackrill • Oct 31, 2026](https://www.milemarker.co/resources/blog/what-even-are-percentages-why-wealthtech-needs-to-care-about-financial-literacy)[Next Mile Podcast ### The Difference Between a Family Office and an RIA with More Services Kyle Van Pelt • Oct 27, 2026](https://www.milemarker.co/resources/blog/the-difference-between-a-family-office-and-an-ria-with-more-services)