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Milemarker
Database & File Management Software · South Carolina, United States · 11-50 Employees
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Overview
Headquarters
PO Box 262, Isle of Palms, South Carolin...Phone Number
(415) 612-2113Website
www.milemarker.coRevenue
<$5 MillionIndustry
About Milemarker
Milemarker is a data infrastructure platform designed for wealth management, integrating over 690 data sources including custodians, CRMs, and financial planning systems into a single data lake owned by the firm. The platform is tailored for RIAs, broker-dealers, TAMPs, insurance companies, and asset managers, enabling them to streamline operations, enhance reporting, and leverage AI for improved decision-making. Milemarker facilitates real-time data synchronization and automation, allowing firms to maintain their existing technology stack while improving data accessibility and governance. With a focus on enterprise-grade security and compliance, Milemarker empowers firms to manage their data effectively and efficiently.Explore more
Milemarker Org Chart
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Milemarker Tech Stack
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Milemarker is a data infrastructure platform designed for wealth management, integrating over 690 data sources including custodians, CRMs, and financial planning systems into a single data lake owned by the firm. The platform is tailored for RIAs, broker-dealers, TAMPs, insurance companies, and asset managers, enabling them to streamline operations... Read More
