Milemarker Inc.

EST. AUM
$100,000,000

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Firm Details

Metro area Lincoln
CRD Number 343499
Website milemarker.co
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Overview

Milemarker Inc. is a wealth-management platform providing data infrastructure, investment operations technology, analytics, AI, and workflow automation to financial institutions. Its technology connects custodians, portfolio-management systems, CRMs, financial-planning applications, billing platforms, and other systems into a unified data environment. The platform serves RIAs, broker-dealers, TAMPs, aggregators, insurance organizations, and enterprise wealth-management firms. Investment-related capabilities include trading infrastructure, portfolio data management, investment reporting, advisor analytics, billing, and operational workflows. Milemarker reports $290B+ in assets connected to its platform, 1,200+ offices served, and 145 direct integrations.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Milemarker Inc.

Platform Details

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