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Unlock the Power of Your Wealth Management Data with Milemarker’s Fully Managed Data Lake Solutions

In today’s fast-paced financial landscape, effective data management is the key to staying ahead. Milemarker offers a fully managed data lake solution tailored for wealth management firms, financial advisors, and financial services organizations. We simplify data complexities, allowing you to focus on delivering exceptional value to your clients.

Providing Advanced Data Lakes for Today’s Fastest Growing Advisory Firms

Why Choose Milemarker’s Fully Managed Data Lake?

Milemarker works with you to connect your tech stack to your Data Lake — supporting each unique configuration pathway and establishing data management rules and procedures based on your unique firm.

Milemarker's Growing List of Integrations

Milemarker is constantly building new integrations which allow you to rapidly store and analyze your data from all of these sources and more. 

Addepar :
Adhesion :
Allianz :
Alphabot :
Asana :
AWS :
Microsoft Azure : Brand Short Description Type Here.
Black Diamond :
Box :
Canoe Intelligence :
Crystal Capital :
Databricks :
Docupace :
Docusign :
DPL :
EBix Smartoffice :
eMoney :
Fidelity :
F&G :
Google Sheets :
Hexure :
Hubspot :
Idology :
Mammoth Technology : Brand Short Description Type Here.
Monday.com :
MoneyGuide : Brand Short Description Type Here.
MySQL :
Nitrogen :
North American :
North Capital :
okta :
Orion :
Orion Communities :
Orion Eclipse :
Orion Risk :
Pontera :
PostgreSQL :
PowerBI :
Practifi :
Quickbooks :
Raymond James :
Retail :
Sage Intacct :
Salesforce FSC :
Salesforce :
Sendgrid :
Schwab :
Sigma Computing :
Skience :
SmartX :
Snowflake :
SQL Server :
Tableau :
Tamarac :
Twilio :
UMB :
Wealthbox :
Wistia :
Zendesk :
Zoho :

Client Success Stories

Discover the impact Milemarker has made through firsthand accounts from our valued partners. Explore how our innovative solutions and unwavering commitment to excellence.

 :
"Milemarker has transformed the way we handle our data. The seamless integration and fully managed service have saved us countless hours and resources. It’s like having an entire data team at our fingertips."
Laura Hubbell, CFA
CIO, SignatureFD
 :
“The partnership with Milemarker has been massively impactful for our ability to capture and more deeply analyze Black Diamond data across our rapidly growing number of accounts. Milemarker serves as a key partner for our future success. I highly recommend Milemarker to other advisors looking to enhance their tech stack and gain deeper insights from their data.”
James Bogart
James Bogart
CEO, Bogart Wealth

Frequently Asked Questions

Here are some answers to the most common questions about Milemarker.

What is a data lake, and why is it important for wealth management?

A data lake is a centralized repository that allows you to store all your structured and unstructured data at any scale. For wealth management, it means consolidating client information, market data, and operational metrics to gain deeper insights, drive efficiency, and enhance decision-making.

Do I own my data?

With Milemarker, you own and control all of your data. Milemarker helps you unlock the power and value of your data while putting it to work for you, your advisors and your clients. 

Which systems do you connect with?

Milemarker seamlessly integrates with all major wealthtech platforms and is constantly expanding to include more. Our powerful system ensures our advisors enjoy unparalleled connectivity and confidence. If you have a system we currently don’t connect with, we advocate for you and work with your providers to build a connection.

How does Milemarker ensure a return on investment (ROI) for its data lake services?

Milemarker’s fully managed approach minimizes the risks and costs associated with implementing a data lake. Our expertise ensures optimal setup and ongoing management, so you realize the full potential and ROI of your data initiatives without unnecessary expenditure.

How do I access my data with Milemarker?

What good is data if you can’t use it. Milemarker helps you connect and query your data directly through your application as well as through best of class Business Intelligence tools like PowerBI, Tableau, Sigma Computing, or Looker. 

Can Milemarker’s data lake integrate with our existing technology stack?

Absolutely. Milemarker is designed to seamlessly integrate with a wide array of platforms and systems, including AWS, Azure, Google Cloud, Local SQL databases, MySQL, Postgres, and many financial services applications.

How secure is the data stored in Milemarker’s data lake?

Security is our top priority. We employ industry-leading security protocols and encryption standards to protect your data. Our systems are regularly audited and comply with all relevant financial industry regulations.

Do I need a technical team to manage the data lake after implementation?

No technical team is required on your end. Milemarker provides a fully managed service, handling everything from setup to ongoing maintenance and support. Our team of experts ensures your data lake runs smoothly, allowing you to focus on your core business.

How quickly can we get started with Milemarker’s data lake solution?

We understand the importance of timely implementation. Our streamlined onboarding process allows you to start leveraging your data lake in a matter of weeks, not months.

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