Platform
Platform
Data Engine
One Structured Data Foundation for Your Entire Firm.
Connect every custodian, CRM, and performance system into one normalized foundation. Query anything in seconds, without a data team.
The Data Infrastructure Challenge
You Need Enterprise Data. You Don't Need Enterprise Complexity.
The old way:
Hire data engineers. Build pipelines. Negotiate with cloud providers. Debug integrations. Maintain everything. Hope it scales.
Six months later:
Still building. Still debugging. Still explaining to the board why you don’t have the data they need.
What you Get
Enterprise Infrastructure. Without Enterprise Headaches
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Snowflake-Powered Data Warehouse
Columnar storage, elastic compute, and enterprise security. Built for wealth management data at any scale.
Snowflake-Powered Data Warehouse
Columnar storage, elastic compute, and enterprise security. Built for wealth management data at any scale.
Snowflake-Powered Data Warehouse
Columnar storage, elastic compute, and enterprise security. Built for wealth management data at any scale.
AWS Infrastructure
Multi-region redundancy, automatic scaling, and industry-leading uptime. Your data is always available when you need it.
AWS Infrastructure
Multi-region redundancy, automatic scaling, and industry-leading uptime. Your data is always available when you need it.
AWS Infrastructure
Multi-region redundancy, automatic scaling, and industry-leading uptime. Your data is always available when you need it.
One Contract, Zero Hassle
Single point of contact. Unified billing. Expert support. We handle the complexity so you can focus on results.
One Contract, Zero Hassle
Single point of contact. Unified billing. Expert support. We handle the complexity so you can focus on results.
One Contract, Zero Hassle
Single point of contact. Unified billing. Expert support. We handle the complexity so you can focus on results.
Wealth Management Optimization
130+ connectors, normalized data models, and industry-specific schemas. Built by people who understand your business.
Wealth Management Optimization
130+ connectors, normalized data models, and industry-specific schemas. Built by people who understand your business.
Wealth Management Optimization
130+ connectors, normalized data models, and industry-specific schemas. Built by people who understand your business.
Storage, Security & BI
Comprehensive Data Engine Capabilities
Flexible Data Views
CRM, custody, and planning data views that adapt to your business
Open framework for custom schemas and workflows
Automatic data normalization and transformation
Integration with Milemarker™ Console for insights and reporting
Flexible Data Views
CRM, custody, and planning data views that adapt to your business
Open framework for custom schemas and workflows
Automatic data normalization and transformation
Integration with Milemarker™ Console for insights and reporting
Columnar Storage & Compute
Fast, efficient storage optimized for analytics
Separation of storage and compute for cost control
Elastic auto-scaling based on workload demands
Virtual warehouses for dedicated query performance
Columnar Storage & Compute
Fast, efficient storage optimized for analytics
Separation of storage and compute for cost control
Elastic auto-scaling based on workload demands
Virtual warehouses for dedicated query performance
Columnar Storage & Compute
Fast, efficient storage optimized for analytics
Separation of storage and compute for cost control
Elastic auto-scaling based on workload demands
Virtual warehouses for dedicated query performance
Data Integration & Processing
130+ wealth management platform connectors
Real-time sync for CRMs, custodians, and planning tools
File ingestion with simple, no-code interface
Email-to-warehouse for unstructured data capture
Change data capture (CDC) for real-time synchronization
Data Integration & Processing
130+ wealth management platform connectors
Real-time sync for CRMs, custodians, and planning tools
File ingestion with simple, no-code interface
Email-to-warehouse for unstructured data capture
Change data capture (CDC) for real-time synchronization
Data Integration & Processing
130+ wealth management platform connectors
Real-time sync for CRMs, custodians, and planning tools
File ingestion with simple, no-code interface
Email-to-warehouse for unstructured data capture
Change data capture (CDC) for real-time synchronization
Enterprise Security
AES-256 encryption at rest and in transit
Role-based access control (RBAC) at table, column, and row levels
Dynamic data masking for sensitive information
Complete audit logging for compliance and monitoring
Enterprise Security
AES-256 encryption at rest and in transit
Role-based access control (RBAC) at table, column, and row levels
Dynamic data masking for sensitive information
Complete audit logging for compliance and monitoring
Enterprise Security
AES-256 encryption at rest and in transit
Role-based access control (RBAC) at table, column, and row levels
Dynamic data masking for sensitive information
Complete audit logging for compliance and monitoring
Advanced Analytics Features
Time travel to access historical data versions
Zero-copy cloning for dev/test environments
Usage visibility by role, firm, and system
Native BI tool support (Power BI, Sigma, Tableau)
Access to Snowflake Marketplace datasets
Advanced Analytics Features
Time travel to access historical data versions
Zero-copy cloning for dev/test environments
Usage visibility by role, firm, and system
Native BI tool support (Power BI, Sigma, Tableau)
Access to Snowflake Marketplace datasets
Advanced Analytics Features
Time travel to access historical data versions
Zero-copy cloning for dev/test environments
Usage visibility by role, firm, and system
Native BI tool support (Power BI, Sigma, Tableau)
Access to Snowflake Marketplace datasets
Technical
Specifications
Data Lake
Snowflake-native architecture with columnar storage
Automatic compression and optimization
Multi-cluster compute for concurrent workloads
Enterprise-grade backup and disaster recovery
Data Lake
Snowflake-native architecture with columnar storage
Automatic compression and optimization
Multi-cluster compute for concurrent workloads
Enterprise-grade backup and disaster recovery
Integration Framework
REST APIs for custom connections
Webhook support for real-time data flows
Batch and streaming data processing
Support for flat files, databases, and SaaS platforms
Integration Framework
REST APIs for custom connections
Webhook support for real-time data flows
Batch and streaming data processing
Support for flat files, databases, and SaaS platforms
Infrastructure
AWS-hosted with multi-region deployment
99.9%+ uptime SLA with automatic failover
SOC 2 Type II compliant security controls
Infrastructure
AWS-hosted with multi-region deployment
99.9%+ uptime SLA with automatic failover
SOC 2 Type II compliant security controls
Governance & Monitoring
Complete data lineage tracking
Performance monitoring and optimization
Cost visibility and usage analytics
Role-based data access policies
Governance & Monitoring
Complete data lineage tracking
Performance monitoring and optimization
Cost visibility and usage analytics
Role-based data access policies
The Data Engine
The Data Engine
Advantage
Advantage
Deploy in Days
What takes months to build, we deploy in days. Connect your systems, normalize your data, and start getting insights immediately.
Scale Without Limits
From startup RIA to multi-billion-dollar enterprise. The Data Engine grows with your business without performance degradation.
Expert Support
Maintained by wealth management data experts who understand your challenges and opportunities.
Future-Proof Architecture
Built on industry-leading platforms (AWS + Snowflake) with continuous updates and enhancements.
Thanks to Milemarker, our leadership team and advisors now have greater access to the data we need to effectively run our business.
Laura Hubbell, CFA
Chief Information Officer, SignatureFD
Thanks to Milemarker, our leadership team and advisors now have greater access to the data we need to effectively run our business.
Laura Hubbell, CFA
Chief Information Officer, SignatureFD
Thanks to Milemarker, our leadership team and advisors now have greater access to the data we need to effectively run our business.
Laura Hubbell, CFA
Chief Information Officer, SignatureFD
Transparent pricing that scales with your usage
Implementation Process
No IT drama. We handle the technical complexity. No vendor juggling. Single contract covers everything. No surprise costs.
Infrastructure & Security
Provision your secure data environment with enterprise-grade controls and governance frameworks.
Infrastructure & Security
Provision your secure data environment with enterprise-grade controls and governance frameworks.
System Integration
Connect your core systems and validate data flows to ensure accuracy and reliability.
System Integration
Connect your core systems and validate data flows to ensure accuracy and reliability.
Configuration & Governance
Set up data views and establish governance policies that align with your firm’s requirements.
Configuration & Governance
Set up data views and establish governance policies that align with your firm’s requirements.
Deployment & Training
Complete deployment with comprehensive team training and ongoing optimization support.
Deployment & Training
Complete deployment with comprehensive team training and ongoing optimization support.
Built For Wealth Management
Built For Wealth Management
Industry-Specific Connectors
Direct integration with Orion, Black Diamond, Addepar, Salesforce, custodians, and 130+ other platforms.
Industry-Specific Connectors
Direct integration with Orion, Black Diamond, Addepar, Salesforce, custodians, and 130+ other platforms.
Industry-Specific Connectors
Direct integration with Orion, Black Diamond, Addepar, Salesforce, custodians, and 130+ other platforms.
Normalized Data Models
Open framework for advisors, clients, households, accounts, and portfolios that adapts across all systems.
Normalized Data Models
Open framework for advisors, clients, households, accounts, and portfolios that adapts across all systems.
Normalized Data Models
Open framework for advisors, clients, households, accounts, and portfolios that adapts across all systems.
Compliance-Ready
Audit trails, data retention policies, and security controls designed for regulated financial services.
Compliance-Ready
Audit trails, data retention policies, and security controls designed for regulated financial services.
Compliance-Ready
Audit trails, data retention policies, and security controls designed for regulated financial services.
Performance At Scale
Optimized for the data volumes and query patterns common in wealth management firms.
Performance At Scale
Optimized for the data volumes and query patterns common in wealth management firms.
Performance At Scale
Optimized for the data volumes and query patterns common in wealth management firms.
pricing
That Makes Sense
That Makes Sense
All-Inclusive Support
Infrastructure, maintenance, security updates, and expert support included in one monthly fee.
All-Inclusive Support
Infrastructure, maintenance, security updates, and expert support included in one monthly fee.
No Lock-In
Your data stays yours. Export capabilities and standard interfaces ensure you’re never trapped.
No Lock-In
Your data stays yours. Export capabilities and standard interfaces ensure you’re never trapped.
Frequently asked questions.
Can’t find what you’re looking for? Reach out to our team at hello@milemarker.co
What is Milemarker Data Engine?
Milemarker Data Engine is a structured data infrastructure platform purpose-built for wealth management firms. It connects 130+ custodians, CRMs, portfolio systems, and planning tools into a single normalized data warehouse — giving firms the data foundation required for AI, automated reporting, and operational scale.
How long does it take to deploy Milemarker Data Engine?
Most firms complete deployment within 4–6 weeks. Milemarker's pre-built integration framework requires no custom development, and the implementation is managed by Milemarker's wealth management data specialists.
What systems does Milemarker Data Engine connect?
Data Engine connects to 130+ wealth management platforms including custodians (Schwab, Fidelity, Pershing), CRMs (Salesforce, Redtail, Wealthbox), portfolio management systems (Orion, Black Diamond, Tamarac), and financial planning tools, via pre-built connectors.
Does Milemarker replace my existing technology stack?
No. Milemarker connects and normalizes data from the systems your firm already uses. It is infrastructure that sits beneath your existing tech stack — not a replacement for any individual platform.
How does Milemarker secure wealth management data?
Data Engine is SOC 2 Type II certified, uses AES-256 encryption, runs on AWS multi-region infrastructure with 99.9%+ uptime, and supports role-based access controls at the table, column, and row level.
Is Milemarker Data Engine suitable for smaller RIA firms?
Yes. Data Engine scales from early-stage RIAs to multi-billion-dollar enterprises. Pricing scales with usage and firms do not need in-house data engineering — Milemarker's specialists manage the data layer.
Frequently asked questions.
Can’t find what you’re looking for? Reach out to our team at hello@milemarker.co
What is Milemarker Data Engine?
Milemarker Data Engine is a structured data infrastructure platform purpose-built for wealth management firms. It connects 130+ custodians, CRMs, portfolio systems, and planning tools into a single normalized data warehouse — giving firms the data foundation required for AI, automated reporting, and operational scale.
How long does it take to deploy Milemarker Data Engine?
Most firms complete deployment within 4–6 weeks. Milemarker's pre-built integration framework requires no custom development, and the implementation is managed by Milemarker's wealth management data specialists.
What systems does Milemarker Data Engine connect?
Data Engine connects to 130+ wealth management platforms including custodians (Schwab, Fidelity, Pershing), CRMs (Salesforce, Redtail, Wealthbox), portfolio management systems (Orion, Black Diamond, Tamarac), and financial planning tools, via pre-built connectors.
Does Milemarker replace my existing technology stack?
No. Milemarker connects and normalizes data from the systems your firm already uses. It is infrastructure that sits beneath your existing tech stack — not a replacement for any individual platform.
How does Milemarker secure wealth management data?
Data Engine is SOC 2 Type II certified, uses AES-256 encryption, runs on AWS multi-region infrastructure with 99.9%+ uptime, and supports role-based access controls at the table, column, and row level.
Is Milemarker Data Engine suitable for smaller RIA firms?
Yes. Data Engine scales from early-stage RIAs to multi-billion-dollar enterprises. Pricing scales with usage and firms do not need in-house data engineering — Milemarker's specialists manage the data layer.
Frequently asked questions.
Can’t find what you’re looking for? Reach out to our team at hello@milemarker.co
What is Milemarker Data Engine?
Milemarker Data Engine is a structured data infrastructure platform purpose-built for wealth management firms. It connects 130+ custodians, CRMs, portfolio systems, and planning tools into a single normalized data warehouse — giving firms the data foundation required for AI, automated reporting, and operational scale.
How long does it take to deploy Milemarker Data Engine?
Most firms complete deployment within 4–6 weeks. Milemarker's pre-built integration framework requires no custom development, and the implementation is managed by Milemarker's wealth management data specialists.
What systems does Milemarker Data Engine connect?
Data Engine connects to 130+ wealth management platforms including custodians (Schwab, Fidelity, Pershing), CRMs (Salesforce, Redtail, Wealthbox), portfolio management systems (Orion, Black Diamond, Tamarac), and financial planning tools, via pre-built connectors.
Does Milemarker replace my existing technology stack?
No. Milemarker connects and normalizes data from the systems your firm already uses. It is infrastructure that sits beneath your existing tech stack — not a replacement for any individual platform.
How does Milemarker secure wealth management data?
Data Engine is SOC 2 Type II certified, uses AES-256 encryption, runs on AWS multi-region infrastructure with 99.9%+ uptime, and supports role-based access controls at the table, column, and row level.
Is Milemarker Data Engine suitable for smaller RIA firms?
Yes. Data Engine scales from early-stage RIAs to multi-billion-dollar enterprises. Pricing scales with usage and firms do not need in-house data engineering — Milemarker's specialists manage the data layer.
Stop reinventing data infrastructure. Start leveraging it.
Ready to Build on Solid Ground?
Custom pricing based on your data needs and scale.
See enterprise data infrastructure deployed in real-time.
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30-minute consultation on your data strategy and requirements.
Stop reinventing data infrastructure. Start leveraging it.
Ready to Build on Solid Ground?
Custom pricing based on your data needs and scale.
See enterprise data infrastructure deployed in real-time.
30-minute consultation on your data strategy and requirements.
Stop reinventing data infrastructure. Start leveraging it.
Ready to Build on Solid Ground?
Custom pricing based on your data needs and scale.
See enterprise data infrastructure deployed in real-time.
30-minute consultation on your data strategy and requirements.
Ready to Connect Your Stack?
30-minute consultation on your data strategy and requirements.
Watch a walkthrough of the platform in action.
Ready to Connect Your Stack?
30-minute consultation on your data strategy and requirements.
Watch a walkthrough of the platform in action.
Ready to Connect Your Stack?
30-minute consultation on your data strategy and requirements.
Watch a walkthrough of the platform in action.