The Connected Advisor 
The Rising Tide 
finservMarketing – Solving the Biggest Tech Problem in Wealth Management by Creating True Ownership of Your Firm’s Data
Jud Mackrill, Co-Founder of Milemarker joins Mike Langford for a conversation about the challenges financial firms face regarding data ownership and integration. […]
WealthManagement.com – WealthStack Roundup: AssetMark Completes Morningstar Wealth TAMP Deal
Also, CAIS launches a “new trading experience,” Choreo and Smartleaf team up on automated tax tools, Milemarker adds new features and more. […]
City buzz – Milemarker Launches Comprehensive AI-Ready Data Solutions for Financial Advisors
Milemarker, a fintech company specializing in wealth management technology, has unveiled a comprehensive suite of data solutions designed to empower financial advisors […]
News Direct – Milemarker Empowers RIA’s, Family Offices & Broker Dealers with AI-Ready Data Solutions and Industry-Leading Data Model
All-in-one data platform enables firms to own, control, and maximize the potential of their data for unparalleled insights and growth. NEWS RELEASE […]
Financial Advisor Magazine – Curation is the New Currency
Have you ever wondered why you don’t paint your own house, change your own oil or do your own taxes? It’s not […]
Milemarker Named Finalist for Luminaries Awards 2024: What It Means for WealthTech
The team at Milemarker has done it again. We’re thrilled to announce that Milemarker has been named a Finalist for the Luminaries […]
Citybuzz.co -Milemarker Launches Firm Intelligence Platform to Revolutionize Wealth Management Data Integration
Originally Posted by CityBuzz.co on September 12, 2024 In a significant development for the wealth management industry, fintech company Milemarker has unveiled […]
Citywire: Milemarker rolls out data consolidation platform
Article by Alec Rich The data management-for-RIAs firm, founded in 2021, has worked quickly to add new staff and expand its offerings. […]
Milemarker Unveils Firm Intelligence: The Power to Control, Integrate, and Unlock Your Wealth Management Data
ISLE OF PALMS, S.C., Sept.12, 2024 – Milemarker, a fintech firm dedicated to empowering wealth management companies with deeper insights from their […]
Milemarker Earns SOC 2 Certification
At Milemarker, security isn’t just a promise—it’s the foundation of everything we do. Today, we’re excited to announce that Milemarker has officially […]
Milemarker Announces Strategic Partnership and Dedicated Integration Support for Orion Clients
Milemarker (www.milemarker.co), a technology provider that helps advisors maximize their use of Orion Advisor Solutions and its Amazon Redshift initiative, has announced dedicated support for the platform. In addition to providing support for the API, Eclipse, and Amazon Redshift initiatives, Milemarker is focused on helping firms achieve success building applications on top of Orion. This move will help advisors make the most of all that Orion has to offer.
