Solutions

Cto

Future-Proof Your Tech Stack

Without ripping out what already works. Modern architecture, practical approach.

Milemarker works with your team, not around it.

See CTO Platform

Claude Desktop — Milemarker MCP connected

tools active

CClaude

Sonnet 4.6

Show me the top 5 household outflows last quarter and what drove them.

I'll pull outflows from Snowflake and cross-reference recent meeting notes for context.

Usedmilemarker · run_sql→5 rows · 124ms

-- top outflows by household, Q1-2026 SELECT household, SUM(amount) AS total_out FROM transactions WHERE direction = 'out' AND quarter = 'Q1-2026' GROUP BY 1 ORDER BY 2 DESC LIMIT 5;

Usedmilemarker · search_meetings→12 results · 86ms

filter: "rollover OR distribution OR home purchase" households: [Patel, Reyes, Chen, Williams, O'Brien] window: last 90 days

Top 5 outflows for Q1 2026:

1Patel HH$4.2M401(k) rollover

2Reyes HH$3.1Mhome purchase

3Chen HH$2.6Mbusiness funding

4Williams HH$1.9Mscheduled RMD

5O'Brien HH$1.4Mjob change rollover

Pattern: three of these are rollovers — likely retention opportunities. Want me to draft outreach notes, or pull the advisors of record?

Reply to Claude…

The CTO Challenge

Your Business Demands Data. Your Architecture Demands Control.

The pressure from above

"We need real-time advisor dashboards." "Can you connect Orion to Salesforce?" "The board wants profitability by office."

Your reality

Point-to-point integrations that break. Vendor APIs that change without notice. Data silos that violate your governance standards.

The impossible choice

Give the business what they want and compromise your architecture. Or maintain your standards and get blamed for blocking growth.

There's a third option.

What Milemarker Delivers

Enterprise Infrastructure That Scales With Your Standards.

Centralized Data Architecture

Snowflake-native data warehouse that consolidates all your wealth management data while maintaining your security, governance, and compliance requirements.

Centralized Data Architecture

Snowflake-native data warehouse that consolidates all your wealth management data while maintaining your security, governance, and compliance requirements.

Centralized Data Architecture

Snowflake-native data warehouse that consolidates all your wealth management data while maintaining your security, governance, and compliance requirements.

API-First Integration

Connect to your existing systems through secure, standardized APIs. No more brittle point-to-point connections or vendor lock-in.

API-First Integration

Connect to your existing systems through secure, standardized APIs. No more brittle point-to-point connections or vendor lock-in.

API-First Integration

Connect to your existing systems through secure, standardized APIs. No more brittle point-to-point connections or vendor lock-in.

Your Security Standards

SOC 2 Type II compliance, encryption at rest and in transit, role-based access controls, and audit trails that meet your enterprise requirements.

Your Security Standards

SOC 2 Type II compliance, encryption at rest and in transit, role-based access controls, and audit trails that meet your enterprise requirements.

Your Security Standards

SOC 2 Type II compliance, encryption at rest and in transit, role-based access controls, and audit trails that meet your enterprise requirements.

Technical Control

You own the data architecture. You control access policies. You define the integration standards. Milemarker provides the platform.

Technical Control

You own the data architecture. You control access policies. You define the integration standards. Milemarker provides the platform.

Technical Control

You own the data architecture. You control access policies. You define the integration standards. Milemarker provides the platform.

The Technical Reality

Before Milemarker

Integration Requests = Custom Development Projects

Data Governance = Hope Vendors Don't Change APIs

Security Compliance = Managing 12 Different Vendor Policies

Scaling Data = More Complexity, More Risk

After Milemarker

Integration requests

Configuration, not development

Data governance

Centralized policies & standards

Security compliance

Single SOC 2 platform

Scaling data

Add capacity, maintain architecture

" Thanks to Milemarker, our leadership team and advisors now have greater access to the data we need to effectively run our business. "

Laura Hubbell

Chief Information Officer at 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

Chief Information Officer at 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

Chief Information Officer at SignatureFD

90%

Reduction in custom integration development

90%

Reduction in custom integration development

Centralized

Security and compliance management

Centralized

Security and compliance management

Unified data

Governance across all systems

Unified data

Governance across all systems

Scalable

Architecture that grows with the business

Scalable

Operations that grow with the business

Scalable

Architecture that grows with the business

CFO's

Built For CFO Workflows

Snowflake-Native Platform

Columnar storage & elastic compute scaling

Zero-copy data sharing & time travel capabilities

Native BI tool connectivity (Power BI, Tableau, Sigma)

Enterprise-grade security & compliance

Snowflake-Native Platform

Columnar storage & elastic compute scaling

Zero-copy data sharing & time travel capabilities

Native BI tool connectivity (Power BI, Tableau, Sigma)

Enterprise-grade security & compliance

Infrastructure Compatibility

Works with your existing data lakes & warehouses

Native integration with Snowflake, Databricks, Azure & Google Cloud

Supports current SQL architecture & query patterns

Connects to existing data infrastructure without migration

Infrastructure Compatibility

Works with your existing data lakes & warehouses

Native integration with Snowflake, Databricks, Azure & Google Cloud

Supports current SQL architecture & query patterns

Connects to existing data infrastructure without migration

Security & Compliance

AES-256 encryption at rest & in transit

Customer-managed encryption keys (CMEK) support

Role-based access control (RBAC) at table/column/row level

Complete audit logging & compliance reporting

Security & Compliance

AES-256 encryption at rest & in transit

Customer-managed encryption keys (CMEK) support

Role-based access control (RBAC) at table/column/row level

Complete audit logging & compliance reporting

Integration Framework

130+ pre-built connectors for wealth management platforms

Custom API development for proprietary systems

Real-time & batch data processing capabilities

Change data capture (CDC) for system synchronization

Integration Framework

130+ pre-built connectors for wealth management platforms

Custom API development for proprietary systems

Real-time & batch data processing capabilities

Change data capture (CDC) for system synchronization

Integration Framework

130+ pre-built connectors for wealth management platforms

Custom API development for proprietary systems

Real-time & batch data processing capabilities

Change data capture (CDC) for system synchronization

For CTO's

Built for Enterprise CTOs

Your Standards, Your Control

Deploy within your cloud environment or use our managed service

Implement your data governance policies & access controls

Maintain your security standards & compliance requirements

Control data residency & retention policies

Your Standards, Your Control

Deploy within your cloud environment or use our managed service

Implement your data governance policies & access controls

Maintain your security standards & compliance requirements

Control data residency & retention policies

Your Standards, Your Control

Connect Investment Decisions To Trade Execution

Automatic Allocation & Rebalancing

Real-Time Funding Alerts & Cash Management

Control data residency & retention policies

Development-Friendly

Comprehensive REST APIs & SDK support

Milemarker DevTools CLI for rapid deployment & automation

Webhook infrastructure for event-driven architectures

Command-line tools that ship analytics in minutes, not weeks

Development-Friendly

Comprehensive Performance Tracking Across All Investments

Risk Analytics & Attribution Reporting

Custom Benchmarking & Peer Comparisons

Command-line tools that ship analytics in minutes, not weeks

Operational Excellence

24/7 infrastructure monitoring & alerting

Multi-region redundancy & disaster recovery

Performance analytics & optimization recommendations

Dedicated technical support & success management

Operational Excellence

Connect Investment Decisions To Trade Execution

Automatic Allocation & Rebalancing

Real-Time Funding Alerts & Cash Management

Dedicated technical support & success management

Implementation That Respects Your Process

Technical Discovery

Work with your team to understand current architecture, security requirements, and integration needs.

Proof of Concept

Sandbox environment to validate technical approach and security compliance before full deployment.

Phased Rollout

Implement core integrations first, then expand based on your team's capacity and priorities.

Ongoing Partnership

Regular technical reviews, architecture optimization, and roadmap alignment with your long-term strategy.

Technical Discovery

Work with your team to understand current architecture, security requirements, and integration needs.

Phased Rollout

Implement core integrations first, then expand based on your team's capacity and priorities.

Proof of Concept

Sandbox environment to validate technical approach and security compliance before full deployment.

Ongoing Partnership

Regular technical reviews, architecture optimization, and roadmap alignment with your long-term strategy.

Why CTO's

Trust Milemarker

Enterprise Security

SOC 2 Type II compliance, penetration testing, and security practices that meet institutional standards.

Enterprise Security

Connect Investment Decisions To Trade Execution

Automatic Allocation & Rebalancing

Real-Time Funding Alerts & Cash Management

Architectural Flexibility

Works with your existing infrastructure decisions, doesn't force you to rebuild everything.

Architectural Flexibility

Works with your existing infrastructure decisions, doesn't force you to rebuild everything.

Architectural Flexibility

Comprehensive Performance Tracking Across All Investments

Risk Analytics & Attribution Reporting

Custom Benchmarking & Peer Comparisons

Vendor Independence

Open architecture that prevents vendor lock-in and supports your technology evolution.

Vendor Independence

Connect Investment Decisions To Trade Execution

Automatic Allocation & Rebalancing

Real-Time Funding Alerts & Cash Management

Technical Partnership

We work with your team as technology partners, not just another vendor to manage.

Technical Partnership

Connect Investment Decisions To Trade Execution

Automatic Allocation & Rebalancing

Real-Time Funding Alerts & Cash Management

The Bottom Line

You don't need to choose between business requirements & technical standards.

Milemarker gives you both:

Enterprise data infrastructure that scales

Integration capabilities that satisfy business demands

Security & compliance that meets your standards

Technical control that respects your architecture

Frequently asked questions.

Can’t find what you’re looking for? Reach out to our team at hello@milemarker.co

About Milemarker

For CTOs

What is Milemarker built on technically?

Milemarker is built on Snowflake for columnar storage and elastic compute, AWS multi-region infrastructure for reliability, and a normalization layer purpose-built for wealth management data models. It supports native integration with Power BI, Sigma, Tableau, and other BI tools.

Does Milemarker support custom queries and data models?

Yes. Milemarker normalizes data into a structured model and makes it accessible to data engineers, BI tools, and AI queries. Firms can extend the data model with custom fields, calculated metrics, and proprietary data sources.