Milemarker
Financial 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
ZI Rank: 1
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ZI Rank
2
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About Milemarker
Milemarker offers a unified data platform designed specifically for wealth management firms, including RIAs, Broker Dealers, TAMPs, and Aggregators. The platform integrates with over 130 systems, allowing seamless data flow and eliminating data silos, which enhances operational efficiency. It provides features such as custom dashboards, automated workflows, and real-time reporting, all housed in a secure, SOC 2-compliant data warehouse. Milemarker aims to empower financial advisory firms to streamline their processes, improve reporting, and scale their operations effectively.Explore more
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Milemarker Tech Stack
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Milemarker News & Media
Milemarker Launches MCP: Run Your Wealth Platform by Asking
New AI interface lets firms manage their entire Milemarker platform — data, dashboards, metrics, search, and users — through natural conversation. The program works with Claude, ChatGPT, Codex, and Gemini. New AI interface lets firms manage their entire Milemarker platform — data, dashboards, metrics, search, and users — through natural conversation. The program works with Claude, ChatGPT, Codex, and Gemini.Milemarker Launches Relay: No-Code Automation Built on a Unified Wealth Management Data Lake
Unlike generic API-based tools, Milemarker Relay runs on top of data already normalized across 130+ wealth management systems—so workflows understand accounts, advisors, sleeves, and compliance rules out of the box. Unlike generic API-based tools, Milemarker Relay runs on top of data already normalized across 130+ wealth management systems—so workflows understand accounts, advisors, sleeves, and compliance rules out of the box.SMArtX and Milemarker Transform Data Into Personalized Advisor Experiences
WEST PALM BEACH, Fla., March 25, 2026 /PRNewswire/ -- SMArtX Advisory Solutions ("SMArtX"), a leading provider of managed account technology, today announced a strategic integration with Milemarker, a specialist in custom advisor dashboards. The collaboration turns SMArtX's sleeve-level...Elevation Point Partners with Milemarker to Unify Data Across Growing Portfolio of Partner Firms and OCIO Business
Strategic technology partnership enables seamless data connectivity across Elevation Point's expanding network of independent advisors and OCIO platform Strategic technology partnership enables seamless data connectivity across Elevation Point's expanding network of independent advisors and OCIO platform
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Milemarker offers a unified data platform designed specifically for wealth management firms, including RIAs, Broker Dealers, TAMPs, and Aggregators. The platform integrates with over 130 systems, allowing seamless data flow and eliminating data silos, which enhances operational efficiency. It provides features such as custom dashboards, automated w... Read More
