Connect every custodian, CRM, and performance system into one normalized foundation. Query anything in seconds, without a data team.
Explore Data Engine
THE PROBLEM
Six months in. Still no dashboard.
Six months after hiring data engineers, your team is still debugging pipelines and you're explaining to the board why the numbers they asked for aren't ready.
Every month spent on plumbing is another month your firm runs on guesses instead of data.
A firm should own its data without having to become a software company.
BUILD IT YOURSELF
WITH DATA ENGINE
Time to first dashboard = 6–9 months of pipeline work
Team = 2–3 data engineers to hire and keep
Contracts = Warehouse, cloud, ETL and BI: 4 vendors
Connectors = Build and maintain every custodian and CRM feed
A vendor changes its API = Your team drops everything
Runs on Snowflake and AWS, with partner status on both. Your IT team doesn't have to vet a new cloud.
“Thanks to Milemarker, our leadership team and advisors now have greater access to the data we need to effectively run our business.”
Laura Hubbell, CFAChief Information Officer, SignatureFD STORAGE, SECURITY & BI
TECHNICAL
THE DATA ENGINE
What takes months to build, we deploy in days. Connect your systems, normalize your data, and start getting insights immediately.
From startup RIA to multi-billion-dollar enterprise. The Data Engine grows with your business without performance degradation.
Maintained by wealth management data experts who understand your challenges and opportunities.
Built on industry-leading platforms (AWS + Snowflake) with continuous updates and enhancements.
TRANSPARENT PRICING THAT SCALES WITH YOUR USAGE
No IT drama. We handle the technical complexity. No vendor juggling. Single contract covers everything. No surprise costs.
Provision your secure data environment with enterprise-grade controls and governance frameworks.
Connect your core systems and validate data flows to ensure accuracy and reliability.
Set up data views and establish governance policies that align with your firm’s requirements.
Complete deployment with comprehensive team training and ongoing optimization support.
Direct integration with Orion, Black Diamond, Addepar, Salesforce, custodians, and 140+ other platforms.
Open framework for advisors, clients, households, accounts, and portfolios that adapts across all systems.
Audit trails, data retention policies, and security controls designed for regulated financial services.
Optimized for the data volumes and query patterns common in wealth management firms.
PRICING
Infrastructure, maintenance, security updates, and expert support included in one monthly fee.
Your data stays yours. Export capabilities and standard interfaces ensure you’re never trapped.
Can’t find what you’re looking for? Reach out to our team at hello@milemarker.co
Milemarker Data Engine is a structured data infrastructure platform purpose-built for wealth management firms. It connects 140+ custodians, CRMs, portfolio systems, and planning tools into a single normalized data warehouse — giving firms the data foundation required for AI, automated reporting, and operational scale.
Most firms complete deployment within 4–6 weeks. Milemarker’s pre-built integration framework requires no custom development, and the implementation is managed by Milemarker’s wealth management data specialists.
Data Engine connects to 140+ wealth management platforms including custodians (Schwab, Fidelity, Pershing), CRMs (Salesforce, Redtail, Wealthbox), portfolio management systems (Orion, Black Diamond, Tamarac), and financial planning tools, via pre-built connectors.
No. Milemarker connects and normalizes data from the systems your firm already uses. It is infrastructure that sits beneath your existing tech stack — not a replacement for any individual platform.
Data Engine is SOC 2 Type II certified, uses AES-256 encryption, runs on AWS multi-region infrastructure with 99.9%+ uptime, and supports role-based access controls at the table, column, and row level.
Yes. Data Engine scales from early-stage RIAs to multi-billion-dollar enterprises. Pricing scales with usage and firms do not need in-house data engineering — Milemarker’s specialists manage the data layer.
READY TO BUILD ON SOLID GROUND?
See enterprise data infrastructure deployed in real-time.
30-minute consultation on your data strategy and requirements.
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