For the Next Generation of Advisor Platforms

Power Your Platform

Milemarker helps you bring together all your integrations, data, and workflows you need to manage your information and deliver the platform your clients need.

Power Your Platform - Milemarker

Level Up

Compete with the wirehouses and enterprise aggregators.

Personalize

Personalization is now possible. With everything in one place, you're in control.

Accelerate

Running your business on spreadsheets, only gets you so far. Its time for a better solution.

Milemarker Helps Financial Services Companies

Connect, Analyze and Transform Your Data into the Platforms Your Customers Need

``Milemarker has been an essential technology and partner that has helped us build, deliver and scale our technology to serve investors and advisors with excellence.``
Tommy Martin, CFPⓇ

CEO, Mammoth

Modern Data Stack

If you're looking for a comprehensive data solution that will give you complete control over your integrations, data and analytics, look no further than the Milemarker Modern Data Stack (MDS). This powerful collection of today's leading technology is assembled to help your firm meet all its data needs, big and small.

Power Your Platform - Milemarker
Power Your Platform - Milemarker
Data Engine

Turn your firm’s data into the engine that that drives personalization efforts, AI applications, and the day-to-day analytics work.

Integrations

We help your technology stack finally deliver the seamless integration you need for real-time insights, and flawless client connectivity.

Power Your Platform - Milemarker
``Milemarker has provided the ability for our firm to connect the key data we need to power the experience we want.``
Christopher Horvath

Managing Director, Taiko

Modern Data Stack

The Modern Data Stack for RIA's, BD's & Platforms

Connection Suite
Connection Suite

We reduce the pain and expense of data collection, storage, management, and manipulation so that

Data Warehouses, Lakes, and Clouds
Data Warehouses, Lakes, and Clouds

Simpify your data experience by setting up your data warehouse, data connections and analytics suite in a matter of days vs. weeks or years.

Analytics Suite
Analytics Suite

We reduce the pain and expense of data collection, storage, management, and manipulation so that

Power Your Platform - Milemarker

See How Powerful Your Platform Can Be

Milemarker, Inc.
120 West Trinity Place
Decatur, GA 30030
+1 (415) 612-2113

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