Milemarker Reviews & Product Details

Milemarker is the data platform for wealth management and financial services firms. It unifies custodian, CRM, portfolio, planning, billing, document and compliance data into one governed, normalized foundation the firm owns, with 140+ wealth management integrations and 550+ general-purpose technology connections. On that foundation, firms run reporting, dashboards, automated workflows and AI. Milemarker's Firm MCP gives AI agents such as Claude, ChatGPT, Codex and Gemini one governed connection across all of a firm's data, with role-based access scoped to advisor, team and firm, and full audit logging on every request. Data stays in the firm's warehouse; agents receive only query results. Built for RIAs, broker-dealers, enterprise wealth firms and TAMPs, Milemarker connects the systems a firm already uses rather than replacing them. Implementations typically run 2 to 12 weeks.