About Milemarker

Milemarker is a specialized team of seasoned experts who are focused on solving the key data and integration problems that are hindering progress inside of today’s leading financial services companies.

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Our Mission

Our mission is to unlock innovation across the financial services industry by giving our clients the modern infrastructure and tools to become truly data-driven.

Until now, financial services companies couldn't innovate the way they wanted to because their underlying infrastructure was outsourced to partners and wasn't modern and their software didn't integrate. Milemarker unlocks innovation across this industry by modernizing their infrastructure and integrations and letting them innovate the way they want to, as fast as they want to.

Privately Owned

Privately owned and operated by a team of entrepeneurs who have successfully built and scaled financial services and data companies.

Industry Focused

Financial Services has an innovation problem and we are committed to helping modernize wealth management’s data infrastructure.

Customer Centered

The success of our company starts and stops with our ability to serve the needs of our customers -- if you are waiting on hold, we have done something wrong.

Totally Accountable

Service is the key to everything we do and we are deeply committed to providing services that are totally accountable and always available.

Navigating the Future

There has never been a more challenging time to navigate the future of your firm. Increased regulation, rapidly changing workplace settings, a rapid M&A appetite, and an aging advisor population is putting more stress than ever before on the teams running today’s advisory firms, Broker-Dealers, and Advisor Platforms. Couple with that, the technology you need to scale your business, support your team and delight your clients – your firm is constantly faced with important decisions that will impact where you are headed and whether or not you will get to enjoy the journey.

We founded Milemarker because we watched a wonderful industry struggle to navigate all the variables you face on a daily basis. While many companies talk about integration, most firms are still trying to find it. And as you become more reliant on technology, it is easy for one change in that provider’s strategy to take your business in a different direction.

We believe in advisors, and we are dedicated to helping you navigate the future of financial advice. Today, Milemarker serves firms like yours with dedicated support, technology, and infrastructure to help you navigate the journey ahead.

It’s our pleasure to help you enjoy every mile.