Solutions for

Aggregators

Integrate Acquisitions and Accelerate Transitions in Weeks. Not Years.

One data platform for every firm in your portfolio. M&A-ready from day one.

See Aggregator Solutions

No pitch. Just a 20-minute walkthrough to see how we help aggregators run leaner, smarter, and faster.

What’s Broken

The more firms you add… The more fragmented your data gets.

Aggregation sounds clean. Until:

One firm uses Orion, another uses Black Diamond

CRMs range from Wealthbox to Redtail to “we don’t have one”

Compensation models vary wildly

Reporting is reactive, not real-time

One firm uses Orion, another uses Black Diamond

Compensation models vary wildly

CRMs range from Wealthbox to Redtail to “we don’t have one”

Reporting is reactive, not real-time

You’ve got a front row seat to chaos—and a mandate to make it work.

What Milemarker Does For You

We make your aggregator platform actually feel like a platform.

You don’t need to force conformity. You just need to orchestrate clarity.

Normalize data across firms + systems

Create benchmarks to help each firm grow

Automate rep access, comp rules & data permissions

Standardize firm reporting with customizable dashboards

Build home office tools for service, billing & compliance

How It Works

Flexible Infrastructure Built for the Messy Middle.

Think: Zapier, but for enterprise wealth management.

Connect each firm’s stack (as-is)

Normalize & map core metrics (revenue, AUM, productivity)

Deploy firm-specific + home office dashboards

Layer in workflows to reduce manual ops

Connect each firm’s stack (as-is)

Deploy firm-specific + home office dashboards

Normalize & map core metrics (revenue, AUM, productivity)

Layer in workflows to reduce manual ops

How are we running this business? How are we scaling this business? How can we make smarter decisions? What do we need to stop doing? What do we need to start doing? What do people hate about their job? How do we eliminate it?

Where we are always asking ourselves:

And if you want to run a profitable business, the focus has to be on collaborating with the advisors on identifying and measuring clear goals. Milemarker makes all of this possible.

Shannon Spotswood

CEO of RFG Advisory

How are we running this business? How are we scaling this business? How can we make smarter decisions? What do we need to stop doing? What do we need to start doing? What do people hate about their job? How do we eliminate it?

Where we are always asking ourselves:

And if you want to run a profitable business, the focus has to be on collaborating with the advisors on identifying and measuring clear goals. Milemarker makes all of this possible.

Shannon Spotswood

CEO of RFG Advisory

How are we running this business? How are we scaling this business? How can we make smarter decisions? What do we need to stop doing? What do we need to start doing? What do people hate about their job? How do we eliminate it?

Where we are always asking ourselves:

And if you want to run a profitable business, the focus has to be on collaborating with the advisors on identifying and measuring clear goals. Milemarker makes all of this possible.

Shannon Spotswood

CEO of RFG Advisory

Frequently asked questions.

Can’t find what you’re looking for? Reach out to our team at connect@milemarker.co

How does Milemarker support RIA aggregator M&A data integration?

When an aggregator acquires a new RIA, Milemarker connects that firm's existing technology stack and normalizes its data into the aggregator's central data foundation. This eliminates the months-long data migration projects that typically follow acquisitions.

Can Milemarker normalize data from firms using different portfolio systems?

Yes. Milemarker's 134+ connectors cover the major portfolio management, CRM, and custodian platforms used across the RIA industry. Acquired firms continue using their existing systems while their data is normalized into a consistent model.