What Milemarker does

Milemarker is a private, US-based software company that provides a unified data and analytics platform for wealth management firms, including RIAs, broker-dealers, TAMPs, family offices, OCIOs, and aggregator groups. The platform connects customer CRMs, custodians, portfolio accounting systems, and planning and billing tools (130+ pre-built integrations) into a Snowflake-based data warehouse, normalizing fragmented operational data for advisor, executive, and affiliate users. On top of that warehouse, Milemarker layers dashboards (Console), drag-and-drop operational automations (Workflows), and a natural-language AI product (Navigator) powered by Anthropic's Claude that runs inside the customer's Snowflake environment for security and compliance.

The company's product portfolio is structured as a platform with optional modules, including file ingestion, a developer tools/API layer with Model Context Protocol (MCP) support, compensation management, a centralized help desk, an experience builder, and a command center for operational monitoring. Revenue is generated through enterprise SaaS subscriptions (annual billing, quote-based pricing tiered by firm size and integration scope) with a complementary professional services stream for implementation, integration, and configuration. Distribution is direct enterprise field sales with inside BDR coverage of the United States and Canada, supplemented by content marketing (including the "Rising Tide" newsletter with 5,000+ readers), webinars, case studies, and a podcast targeting wealth management leaders.

The company was founded in 2022 by former Orion operators led by CEO Jud Mackrill, with Kyle Van Pelt (CRO) and Kim Mackrill (President) as co-founders. Strategic hires in 2026 (Adrienne Paulsen as VP of Operations, ex-Orion overseeing $190M+ of prior ARR) and CTO Kailash Duraiswami (2025 Family Wealth Report CTO of the Year) point to a scaling-stage company. Milemarker has no disclosed institutional funding and appears to be founder-controlled and privately capitalized, operating from a primary headquarters in Lewes, Delaware, with a distributed team across Charleston, Atlanta, Cincinnati, Denver, Omaha, and Portland.

Name

Milemarker

Legal name

Milemarker Inc.

Website

https://milemarker.co

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

11–50 employees

Short description

Milemarker is a private US-based wealth-management data platform that unifies CRM, custodian, and planning data in a Snowflake warehouse with 130+ integrations, serving RIAs, broker-dealers, TAMPs, family offices, and OCIOs via enterprise SaaS, AI-powered reporting, and professional services.

Ownership category

akta.pro rank

Product category

Wealth Management Data Platform

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)

akta.pro primary industry

Semantic Layer, Metrics Store & Headless BI (HDAEAMAE)

Keywords

• Wealth management data platform
• Snowflake data warehouse
• Custodian data integration
• AI analytics platform
• RIA technology platform

Headquarters

HQ city

Isle Of Palms

HQ country

United States

HQ region

North America

Offices8 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Platform Subscription: Software-as-a-service subscription model providing access to the Milemarker platform including Data Engine, Console, Workflows, and Integrations. Subscriptions are sold with specified access terms that automatically renew. Pricing is enterprise-based and quote-driven.
2. Professional Services: Implementation, consulting, and design/development services to help clients connect systems and configure the platform. These services support the core SaaS offering and accelerate time-to-value for enterprise clients.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

Core offering

Milemarker provides a unified data and analytics platform built natively on Snowflake for wealth management firms (RIAs, broker-dealers, TAMPs, family offices, OCIOs, aggregators). It connects 130+ systems — including CRMs, custodians, planning tools, and billing systems — into a single SOC 2 Type II-compliant data warehouse, then layers Navigator AI (natural language querying powered by Anthropic Claude), real-time dashboards, automated workflows, and a suite of operational modules on top.

Product overview

Milemarker is a unified data platform for wealth management, built on Snowflake, offering a platform-plus-modules architecture. The core platform consists of the Data Engine (Snowflake-based data warehouse), Navigator AI (natural language querying and autonomous agents), Console (dashboards and reporting), Workflows (automation), and Integrations (130+ connectors). Additional modules include File Ingestion, Business Intelligence, Developer Tools with MCP support, Experience Builder, Content Management System, Command Center, Dynamic Case Resolution, Compensation Management, Centralized Help Desk, Relay, and Boosters. The platform is designed for RIAs, Broker Dealers, TAMPs, Aggregators, and OCIOs, providing data unification, AI-powered insights, and operational automation across the entire wealth management technology stack.

Differentiator

Problem solved

Functional benefit

Brands

• Navigator: AI platform for wealth managers to query and analyze data securely using natural language. Powered by Claude AI and built within Snowflake environment, enabling users to ask questions across CRM, custodians, portfolio systems, planning tools, and workflows. Data never leaves Snowflake - all AI processing happens inside the secure environment.

Products and services

• Navigator AI AI-powered natural language platform for wealth managers that enables users to ask questions across every connected system and turn unified data into AI-powered insights, reports, and workflows. Deploys autonomous AI agents across the data warehouse, powered by Anthropic Claude, with all AI processing executing inside the customer's Snowflake environment for security and compliance.
• Data Engine Secure, scalable Snowflake-based data warehouse that serves as the central repository for all firm data. Connects any system, provides access to any tool, and maintains SOC 2 Type II compliance, eliminating data silos across CRM, custodians, and planning tools.
• Console Dashboards platform providing real-time insights for executives, advisors, and affiliates with branded customization options. Includes specialized consoles for advisors, executives, and valuations.
• Workflows Drag-and-drop automation platform for operational workflows including client onboarding, compliance reporting, trading, and other business processes across the wealth management firm.
• Integrations Library of 130+ native connectors plus APIs for connecting CRM systems, custodians, planning tools, billing systems, and other wealth management platforms. Includes connectors to Salesforce, Orion, Black Diamond, Addepar, Schwab, Fidelity, and many more systems.

Quantifiable outcome

• Report generation reduced from weeks to seconds with Navigator AI
• +3 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

AI capability5 records

Feature6 records

Partnerships

Six partnerships are on record, tiered core and minor.

• SMArtX Advisory SolutionscoreTechnology or Integration · 25 March 2026Strategic integration partnership enabling SMArtX to transform sleeve-level data into custom advisor dashboards and actionable insights. Combines SMArtX's data infrastructure with Milemarker's dashboard and workflow capabilities to accelerate time-to-value for wealth management firms. Integrations that previously took weeks are now completable in days.
• Elevation PointcoreTechnology or Integration · 18 December 2025Strategic partnership providing unified data infrastructure for Elevation Point's portfolio of partner firms and OCIO business. Platform enables data aggregation and operational visibility across multiple custodians and systems, supporting Elevation Point's growth and independent operation of partner firms. Addresses data fragmentation issues faced by expanding wealth management firms.
• EaglebrookcoreTechnology or Integration · 9 December 2025Strategic integration with Eaglebrook, a large crypto SMA platform, to enhance visibility and analytics for crypto and digital assets within wealth management workflows. Integration offers unified portfolio analytics, tax optimization, workflow, and compliance reporting for traditional and digital assets. Currently supporting over 70 RIAs and 700+ advisors managing significant crypto assets.
• SnowflakecoreTechnology or IntegrationSnowflake is the foundational data warehouse infrastructure on which Milemarker is built. All client data is stored in Snowflake, and Navigator AI processes data within the Snowflake environment, ensuring data security and compliance.
• Anthropic (Claude)coreTechnology or IntegrationAnthropic's Claude AI powers the Navigator platform, enabling natural language querying of portfolio data and market intelligence. Claude processes queries securely within the customer's Snowflake environment.
• FINTRXminorGTM or Marketing PartnerWorkshop partnership focused on advisor recruiting. Joint workshop titled 'Getting Real About Recruiting Advisors' held in February 2025.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Orion Advisor Solutions: Orion is a major portfolio accounting and wealth management platform founded by the same team that later created Milemarker. It is a broad incumbent because Orion offers end-to-end advisor technology (accounting, reporting, CRM, performance) and represents the legacy platform Milemarker's founders exited before building their neutral data layer.
• Black Diamond (Invesco): Black Diamond is a portfolio accounting and reporting platform for RIAs that Milemarker integrates with while also competing for unified reporting and analytics wallet share. As an Invesco-owned incumbent, it has broader portfolio accounting functionality but less specialization in cross-custodian AI-driven data unification.
• Envestnet: Envestnet is one of the largest wealth management technology and data aggregation platforms, serving large enterprises, RIAs, and financial institutions. It is a broad incumbent that competes with Milemarker through its Yodlee data aggregation and broader advisor technology stack, with far greater scale and capital.

Direct peers

• Advyzon: Advyzon is an integrated wealth management platform offering CRM, portfolio accounting, reporting, and a custodial data unification layer for RIAs. It competes with Milemarker at the data/analytics and dashboard layer, particularly for mid-market advisors seeking an all-in-one alternative.
• BridgeFT: BridgeFT provides data aggregation and API infrastructure for wealth management firms, enabling synchronization of custodial, CRM, and portfolio data. It is a direct competitor in the data unification layer that Milemarker occupies, with similar focus on RIAs, TAMPs, and fintechs serving advisors.
• SMArtX Advisory Solutions: SMArtX is a TAMP and wealth management platform that entered a strategic integration partnership with Milemarker in March 2026 to transform sleeve-level data into custom dashboards. It is comparable as a TAMP-side peer that both competes and partners with Milemarker depending on the customer stack.
• Addepar: Addepar is a leading wealth management technology platform serving RIAs, family offices, and large advisors with portfolio analytics, reporting, and data aggregation. It is a direct competitor because Milemarker integrates with Addepar as a data source while also competing for the same enterprise customer budget on unified data and reporting.

Others

• Plaid: Plaid is a financial data connectivity infrastructure provider used by wealth management platforms, fintechs, and consumer finance apps. It is an ecosystem participant that enables underlying data flows Milemarker builds upon, rather than a direct competitor — comparable because it operates in the same data connectivity stack.
• Practifi: Practifi is a CRM and client engagement platform built specifically for wealth management firms, competing at the front-office layer. It is adjacent because Milemarker integrates with CRM systems like Salesforce but does not natively compete with Practifi's advisor workflow specialization.

Emerging players

• Riskalyze: Riskalyze is a risk tolerance and analytics platform for advisors that integrates into the same RIA tech stack. It is an emerging player with partial overlap — Milemarker surfaces Riskalyze-related data through integrations while competing for the analytics and reporting budget at advisor firms.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/milemarkerco
• Facebookfacebook.com/milemarkerinc
• LinkedInlinkedin.com/company/milemarkerinc

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Milemarker