Security as Foundation
Built on the
Most Trusted Platforms
Your wealth management data is too important to compromise.
We’ve built Milemarker™ on the security foundation of AWS and Snowflake—industry leaders who invest billions in protecting enterprise data. Combined with our rigorous internal practices, you get multi-layered protection that exceeds institutional standards.
Amazon Web Services (AWS)
Multi-region redundancy and disaster recovery
AWS Shield DDoS protection and Web Application Firewall (WAF)
Private networking with VPC isolation
24/7 monitoring and threat detection
Snowflake Data Cloud
End-to-end encryption with customer-managed keys (CMEK)
Role-based access control (RBAC) at table, column, and row levels
Complete audit logging and data lineage tracking
Zero-copy data sharing with privacy controls
Built for
Financial Services
Industry Standards
Security framework aligned with SEC, FINRA, and state regulatory requirements.
Audit Ready
Complete documentation and compliance reporting make examinations straightforward.
Shared Responsibility
We secure the platform; work with you on configuration and usage policies.
Rigorous Internal Practices
Best-in-class security screening, training, and monitoring of our team and processes.
Continuous Monitoring
Real-time threat detection and automated response systems protect your data around the clock.
Regular Assessments
Independent penetration testing and vulnerability assessments ensure defenses stay current.
SOC 2 Type II Compliance
Annual audits and comprehensive compliance reporting for regulatory requirements.
