Milemarker is uniquely built to solve the data, integration and analytics problems that are unique to wealth management, insurance and financial services companies.
Overwhelmed with operational challenges? Tired of disjointed systems and bad customer service from vendors? Doubting if your team is utilizing technology efficiently?
You’re not alone. These are common struggles that advisory firms encounter with their technology, data, and processes. You envisioned a more valuable business with happier clients using technology you’re proud of, making decisions with insights unique to your goals. Yet, it feels like your team is constantly being pulled away from what matters most—your clients.
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.