Enterprise-Grade Security
You Can Trust
Built on AWS and Snowflake’s secure infrastructure, with best-in-class security practices, continuous monitoring, and unwavering commitment to protecting your firm’s most valuable asset.
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.
Our Security Partnership
Amazon Web Services (AWS)
Snowflake Data Cloud
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.
Core Security Controls
Data Protection
- AES-256 encryption at rest and in transit
- Automated backup and disaster recovery
- Data residency controls for compliance
Network Security
- Private virtual cloud (VPC) isolation
- Web Application Firewall (WAF) protection
- Encrypted communication for all data transfer
Compliance Ready
- Complete audit trails for all actions
- Privacy-by-design architecture
- Regulatory alignment for financial services
Access Management
- Multi-factor authentication (MFA) required
- Role-based permissions with least privilege
- SSO integration with enterprise identity providers
Milemarker™
Security Commitment
Rigorous Internal Practices
Best-in-class security screening, training, and monitoring of our team and processes.
Continuous Monitoring
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.
Real Results
Finally, someone is leveling up the data experience for advisors. What Milemarker™ is doing has been long overdue in the wealth management industry.
Torie Happe
Holistiplan Head of Partnerships
Ready to See Our Security in Action?
Experience enterprise security that protects your business and satisfies your compliance requirements.
Deep-dive into our security practices with your compliance team.
Comprehensive security whitepaper and compliance information.