Enterprise wealth platforms were built for banks and the largest broker-dealers. They’re comprehensive, they’re powerful — and they require you to adopt an entire proprietary ecosystem. For independent RIAs, growing aggregators, and mid-market firms, there’s a better path: enterprise-grade data unification and advisor experiences, built on open architecture.

$200B+ AUA on platform · 130+ integrations · Snowflake-native · SOC 2 Type II

The Real Problem

Enterprise Power. Independent Architecture.

You need enterprise capabilities. You don’t need enterprise baggage.

Enterprise platforms solve real problems — unified data, consistent advisor experiences, operational scale. But they also bring enterprise baggage: multi-year contracts, proprietary ecosystems, data you don’t own, 12–18 month implementations, and tools designed for 10,000-advisor broker-dealers, not 50-advisor RIAs.

Milemarker delivers the capabilities that matter — unified data from 130+ systems, AI insights, workflow automation, customizable advisor experiences — without the platform lock-in or the enterprise price tag. You get Snowflake-native data infrastructure, Navigator AI, Milemarker Relay automation, and Experience Builder — all on open architecture.

How It Works

Enterprise scale. Independent architecture.

The same infrastructure supporting $200B+ in AUA, available without the multi-year enterprise commitment.

Enterprise-grade data unification

130+ systems normalized into one Snowflake-native warehouse. The same infrastructure that supports $200B+ in AUA — available without the enterprise contract.

Open architecture

Works with Salesforce, Orion, Schwab, eMoney, Redtail, Black Diamond, and everything else. No forced migration. No proprietary ecosystem to adopt.

AI across all your data

Navigator AI answers any question across your entire unified dataset — not limited to one vendor’s data. Because it runs on your Snowflake warehouse, the answers span every connected system.

Workflow automation at scale

Milemarker Relay automates across 400+ systems. No-code. Full audit trail. The same automation capabilities enterprise platforms offer — without the enterprise commitment.

Firm-owned data

Your Snowflake warehouse. Your infrastructure. Fully portable. Enterprise platforms keep your data on their infrastructure — Milemarker puts it in yours.

Weeks, not years

Pre-built connectors mean you’re live in weeks, not the 12–18 months enterprise migrations require. No custom development, no data migration projects, no extended downtime.

$200B+

AUA on Platform

400+

Integrations

97%

Client Retention

Common Questions

Enterprise platform questions answered

Is Milemarker really enterprise-grade?

$200B+ AUA on platform, 130+ integrations, SOC 2 Type II, Snowflake-native architecture. Enterprise infrastructure without enterprise-only contracts.

We’re a mid-market RIA ($1B–$5B). Is this for us?

Yes. Most enterprise platforms are designed for 10,000+ advisor firms and priced accordingly. Milemarker scales from mid-market to enterprise without requiring enterprise-level commitments to get started.

What about firms switching from an enterprise platform?

Milemarker connects to your existing systems — you can run it alongside any platform during transition, or permanently extend what your current platform can’t connect to.

How does this compare to building our own?

Building in-house means maintaining integrations, hiring engineers, and owning the technical debt. Milemarker’s 130+ pre-built connectors and Snowflake-native architecture give you the same result without the build-and-maintain burden.

Related guides

Part of the Platform Comparisons series:

• Centralized Advisor Platform for Wealth Management

• The Hidden Costs of a Proprietary Advisor Desktop

• Centralized Advisor Platform for Aggregators

• Data Warehouse for RIAs: Why Snowflake Is the New Standard

• Milemarker Relay vs Zapier

• Envestnet Tamarac Alternatives: Portfolio & Data Platforms Compared