Trillium Wealth

Trillium Wealth is a registered investment advisory firm led by Managing Partner Steve Laska — a former U.S. Army officer whose career spans SEI Investments, alternative investments, and a role as National Sales Manager at PIMCO. The firm has grown from roughly $70M to approximately $550M in client assets over the past several years and is now building niche-focused advisory practices around its team of senior wealth advisors.

Insights from

Steve Laska

Managing Partner

Trillium Wealth: Control the Data, Control Everything Else

Steve Laska scaled Trillium Wealth from about $70M to $550M across six offices. Then he made a deliberate bet: own the firm's data with Milemarker, and let every other tool plug in around it.

Industry

Registered Investment Advisor

Industry

Registered Investment Advisor

Company Size

~$550M in client assets · 6 offices

Company Size

~$550M in client assets · 6 offices

~$550M

Client assets, up from about $70M and growing organically for the last 18 months.

~$550M

Client assets, up from about $70M and growing organically for the last 18 months.

6

Offices nationwide, from New York to Louisiana to Florida, all on one platform.

6

Offices nationwide, from New York to Louisiana to Florida, all on one platform.

"The more I control at the data level, the more I control everything else — for our team, and most of all for our clients."

- Steve Laska

/ Managing Partner

Challenge

What made you rethink your firm's technology?

"As technology moves, you become a slave to your vendors, and in tech that happens fast. A tool looks great, then two years later you wish you had something else, or the vendor has gone complacent, or priced past its value. I didn't want another point solution. I wanted control one level down, at the data itself, so no single vendor could hold us hostage and every tool had to earn its place."

Solution

Why build everything on Milemarker?

"Milemarker is where we log in every day. It captures our trading through Orion, our performance reporting, the metrics I care about, even the soft things like client contact and what we're delivering for people. And it's built to exactly what we want. Nobody handed us preset slots and said here's how these work. They asked what we wanted to see, then built it."

Results

So what has it meant for the firm? "It's getting to a true single pane of glass. One place you go, and the dashboard pulls from everything else." Steve's team no longer lives in six systems. The firm's data is its own, every tool plugs in around it, and the platform is built around Trillium instead of the other way around.

One place to work — book, trading, performance, and CRM in a single view instead of six logins.

Data owned at the source, so tools plug in and out on Trillium's terms, not a vendor's.

Workflows built to spec, down to one-click service actions like a small-account distribution.

An outsourced-CTO partnership that handles integration, so the team speaks one language: what they want.

A modern foundation for recruiting advisors who would rather serve clients than wrestle software.

"It's not a cost. The money I pay Milemarker is an investment in my firm and my people."

- Steve Laska

/ Managing Partner