Milemarker

Milemarker makes a data platform for wealth management firms. Its site lists RIAs, broker-dealers, TAMPs, insurance firms and aggregators as customers, and the company says it serves more than 1,200 offices.

The core product collects records from the systems a firm already runs, such as custodians, the CRM, billing, compliance, planning and portfolio accounting tools, and reconciles them in a data lake the firm owns, so reports and automations draw on one record. The company says it has more than 140 integrations; custodians and clearing firms named on its integrations page include Schwab, Fidelity, Pershing, Altruist, Axos Clearing, First Clearing, LPL Financial, Osaic and Raymond James. On top of the data layer sit business intelligence dashboards, an advisor workstation that can be white-labeled, an executive console, and a workflow engine called Relay that pushes data to CRM, billing, email and document systems. Other modules handle advisor compensation, help-desk requests, new account opening and a trading overlay. An AI layer called Navigator answers questions on firm data and supports agents that run recurring tasks, and the platform exposes developer tools and an MCP interface.

Milemarker was founded in 2022 and has a team of 32 spread across several US cities. Its changelog shows frequent platform releases in 2026, including document storage tied to households and accounts.