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The Smarter Way to Build & Scale Wealth Management Firms

Connect, manage, and grow your business seamlessly — all under your brand.
Supporting Today’s Fastest Growing Advisory Firms

Unlock the Power Of Your Data

Milemarker works with you to connect your tech stack to your Data Lake — supporting each unique configuration pathway and establishing data management rules and procedures based on your unique firm.

Built For Modern Wealth Management Firms

Create modern data pipelines with best-in-class analytics and gain complete control over your data. Our centralized systems streamline operations for your advisors.

Client Success Stories

Discover the impact Milemarker has made through firsthand accounts from our valued partners. Explore how our innovative solutions and unwavering commitment to excellence.

 :
8.5

AUM

41

Advisors

"Thanks to Milemarker, our leadership team and our advisors now have greater access to the data we need to run our business well. We’ve been able to automatically create reports that would have taken us weeks to create before – including some that would have been nearly impossible to do. We’re in a new era of transparency and automation of data in our business."
Laura Hubbell, CFA
CIO, SignatureFD
 :
3.5

AUM

14

Employees

“Milemarker has helped Taiko build a scalable way to deploy our unique sorting, business logic, and associations so that advisors can build bespoke models, access SMAs and Alts -- all under one roof.”
Christopher Horvath, CFP
Managing Director, TAIKO
 :
3.3

AUM

34

Advisors

"Since partnering with Milemarker RevOps, our billing processes have become more efficient, and we've gained the clarity needed to scale our operations and we are getting far more out of the technology we already had."
Kevin Cuff
COO, Verdence

Frequently Asked Questions

Here are some answers to the most common questions about Milemarker.

How does Milemarker work?

Milemarker works with the systems you already use to automate the transmission of your data into an environment that centralizes your data – giving you a single source of truth. We then help you automate that data to unpack insights, share with your team and bring the rest of your firms unique insights alongside that information.

Do I own my data?

With Milemarker, you own and control all of your data. Milemarker helps you unlock the power and value of your data while putting it to work for you, your advisors and your clients. 

Which systems do you connect with?

Milemarker seamlessly integrates with all major wealthtech platforms and is constantly expanding to include more. Our powerful system ensures our advisors enjoy unparalleled connectivity and confidence. If you have a system we currently don’t connect with, we advocate for you and work with your providers to build a connection.

How does Milemarker simplify my workflows?

Milemarker helps you digitize your business rules in easy to understand ways that your advisors can adopt without boring training sessions, buzzwords or janky processes. We put your workflows to work. 

How do I access my data with Milemarker?

What good is data if you can’t use it. Milemarker helps you connect and query your data directly through your application as well as through best of class Business Intelligence tools like PowerBI, Tableau, Sigma Computing, or Looker. 

Does Milemarker also work with Insurance and Brokerage data?

Milemarker is proud to help our clients gain deeper access and control over your insurance and brokerage data. Its your data, we give you the access, management and controls you need for compliance, reporting and analysis. 

How do I add addition sources over time?

Milemarker works with you to add new data sources as needed. As all of our clients connect new systems, our entire client community is able to benefit in more efficient connections. 

Can Milemarker update my systems?

Absolutely. We frequently help our clients to update a primary system with our industry best system to system sync.

How does Milemarker work?

Milemarker works with the systems you already use to automate the transmission of your data into an environment that centralizes your data – giving you a single source of truth. We then help you automate that data to unpack insights, share with your team and bring the rest of your firms unique insights alongside that information.

Do I own my data?

With Milemarker, you own and control all of your data. Milemarker helps you unlock the power and value of your data while putting it to work for you, your advisors and your clients. 

Which systems do you connect with?

Milemarker seamlessly integrates with all major wealthtech platforms and is constantly expanding to include more. Our powerful system ensures our advisors enjoy unparalleled connectivity and confidence. If you have a system we currently don’t connect with, we advocate for you and work with your providers to build a connection.

How does Milemarker simplify my workflows?

Milemarker helps you digitize your business rules in easy to understand ways that your advisors can adopt without boring training sessions, buzzwords or janky processes. We put your workflows to work. 

How do I access my data with Milemarker?

What good is data if you can’t use it. Milemarker helps you connect and query your data directly through your application as well as through best of class Business Intelligence tools like PowerBI, Tableau, Sigma Computing, or Looker. 

Does Milemarker also work with Insurance and Brokerage data?

Milemarker is proud to help our clients gain deeper access and control over your insurance and brokerage data. Its your data, we give you the access, management and controls you need for compliance, reporting and analysis. 

How do I add addition sources over time?

Milemarker works with you to add new data sources as needed. As all of our clients connect new systems, our entire client community is able to benefit in more efficient connections. 

Can Milemarker update my systems?

Absolutely. We frequently help our clients to update a primary system with our industry best system to system sync.

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