Milemarker is uniquely built to help wealth management firms unlock innovation, create scale, and synthesize their technology and operations.
Milemarker exists to help advisors grow by giving you the dedicated support, data, and integrations you need to build a genuinely exponential firm.
Wealthbox Data Stream
Paycor Data Stream
Allianz Commission Stream
Raymond James Data Stream
Factset Data Stream
eMoney Data Stream
Sage Intacct Data Stream
EBix Smart Office
Milemarker is a business that is a collection of careers in the making. Our team has built our professional lives serving the needs of advisors and our company is built around the unique challenges advisors face as they seek scale, simplicity, and growth.
3x Wealth Management Award Wins
Best Advisor Innovation
Fuse 2017
40 Under 40
Jud Mackrill
The RIA Marketing Whiz
Jud Mackrill in Citywire
XYPN Live Fintech Competition
Winner 2018 (Approach, Sold to Carson)
Our team can help you:
Evaluate your firm’s back-office technology requirements. Conduct demos of products that align with your needs. Architect a solution to enhance the experience and data accessibility for your advisors. Expedite your back-office setup through our dedicated implementation and support services.