# Milemarker > The Infrastructure for Wealth — the data and experience platform that connects, normalizes, and activates wealth management data so advisory firms can operate with full visibility, automation, and AI. Milemarker is a WealthTech infrastructure platform for RIAs, broker-dealers, TAMPs, aggregators, PE-backed roll-ups, insurance carriers, and fund managers. It pulls data from custodians, CRMs, portfolio accounting, planning tools, and 140+ other wealth management systems into a Snowflake data environment the firm owns and controls. Dashboards, compliance tools, workflows, and AI assistants run on top of that normalized data layer. Milemarker works alongside existing tools — it does not require replacing Orion, Tamarac, Salesforce, Redtail, or any other system already in place. **Verified facts (as of October 2026):** - $290B+ in assets on platform - 1,200+ advisory offices served - 690+ total data connections (140+ wealth management integrations, 550+ general-purpose technology connections) - 2–12 week typical implementation - SOC 2 Type II certified, GDPR compliant, ISO 42001 in progress - Data is never sold and never used to train AI models - Firm owns its data in its own Snowflake instance ## Products - [Data Engine](https://www.milemarker.co/data-engine): Ingestion, normalization, and storage layer. Connects to custodians, CRMs, portfolio accounting, planning, billing, and compliance tools. Includes Navigator AI (natural-language queries over firm data) and an MCP server for Claude and other AI assistants. - [Console](https://www.milemarker.co/console): Day-to-day advisor and executive workspace. Includes Advisor Workstation, Executive Console, and Experience Builder for client-facing portals. - [Command Center](https://www.milemarker.co/command-center): Operations platform. Covers workflows, case resolution, compensation management, help desk, and automations. - [Milemarker Automation](https://www.milemarker.co/command-center/relay): No-code/low-code automation engine for multi-step operational workflows across connected systems. - [Milemarker Workflow](https://www.milemarker.co/command-center/integrated-workflows): Form and intake builder for structured data collection across advisor operations. - [Milemarker Data Grid](https://www.milemarker.co/data-engine/business-intelligence): Advanced data table and grid component for custom reporting and dashboards. - [Boosters](https://www.milemarker.co/boosters): Add-on modules for account opening, trading, and investment work. ## Security and Trust - [Enterprise Security](https://www.milemarker.co/data-engine/enterprise-security): SOC 2 Type II certified, GDPR compliant, ISO 42001 in progress. Each firm gets its own dedicated database, isolated from every other tenant, with encryption in transit and at rest. Row-level access policies and column masking are enforced in the data layer, zoned by advisor, office and role, with PII masked by classification tag. Single sign-on through the firm's existing identity provider, and private networking with VPC isolation. Dedicated environments are available for WORM retention, customer-managed encryption keys, or data held outside the US. Firm data is never sold and never used to train AI models. ## Solutions - [RIAs and family offices](https://www.milemarker.co/solutions/milemarker-for/rias-family-offices): Unify multi-custodian data across Schwab, Fidelity, Pershing, and others for independent RIAs. - [TAMPs and OCIOs](https://www.milemarker.co/solutions/milemarker-for/tamps-ocios): Data and experience layer for TAMPs managing advisor networks. - [Broker-dealers](https://www.milemarker.co/solutions/milemarker-for/broker-dealers): Consolidated data for broker-dealer home offices and affiliated advisors. - [Family offices](https://www.milemarker.co/solutions/milemarker-for/rias-family-offices): Multi-entity, multi-custodian data for family offices with complex holdings. - [PE-backed aggregators](https://www.milemarker.co/solutions/milemarker-for/aggregators): Scalable data infrastructure for acquisitive RIA aggregators. - [Insurance companies](https://www.milemarker.co/solutions/milemarker-for/insurance-companies): Data infrastructure for insurance-affiliated advisors and distribution networks. - [Multi-custodian reporting](https://www.milemarker.co/resources/guides/multi-custodian-reporting): Aggregate data across Schwab, Fidelity, and Pershing into one normalized view. ## Key Integrations Milemarker connects to major wealth management systems including: **Custodians:** Charles Schwab, Fidelity Institutional, Pershing (BNY Mellon), Altruist, Interactive Brokers, LPL Financial **Portfolio management / reporting:** Orion, Tamarac (Envestnet), Black Diamond (SS&C), Addepar, Axys, APX **CRMs:** Salesforce, Salesforce Financial Services Cloud, Redtail, Wealthbox, Practifi, SmartOffice, Junxure **Financial planning:** eMoney, MoneyGuidePro, RightCapital, NaviPlan **Billing:** Orion Billing, Tamarac Billing, Billing Source **Compliance:** Smarsh, Redtail Imaging, ComplySci Full integration directory: https://www.milemarker.co/integrations ## Comparisons - [Milemarker vs. Orion](https://www.milemarker.co/resources/guides/orion-alternatives): How Milemarker differs from Orion's data layer — custodian-agnostic normalization vs. Orion-ecosystem reporting. - [Best WealthTech Platforms 2026](https://www.milemarker.co/resources/guides/best-wealthtech-platforms): Category-by-category guide to WealthTech infrastructure options. - [Build vs. Buy](https://www.milemarker.co/build-vs-buy): When to build your own data infrastructure vs. deploy Milemarker. ## Resources - [WealthTech Software Guide 2026](https://www.milemarker.co/resources/guides/wealthtech-software-guide-2026): 30+ tools every modern RIA should evaluate. - [Multi-Custodian Data Normalization](https://www.milemarker.co/resources/guides/multi-custodian-data-normalization): One clean data layer across every custodian. - [Snowflake for RIAs](https://www.milemarker.co/resources/guides/snowflake-for-rias): Why advisory firms use Snowflake as the data foundation. - [Case Studies](https://www.milemarker.co/resources/case-studies): Customer outcomes including RFG Advisory (135+ advisors, 10+ integrated data sources, 20+ hours/advisor/week reclaimed). - [Changelog](https://www.milemarker.co/resources/changelog): Release notes updated with every platform version. - [Blog / Articles](https://www.milemarker.co/resources/blog): WealthTech insights and data infrastructure strategy. ## Common Questions **What does Milemarker do?** Milemarker normalizes and unifies data from custodians, CRMs, portfolio management systems, planning tools, and 140+ other wealth management platforms into a structured Snowflake data environment owned by the advisory firm. Advisors, executives, compliance teams, and AI assistants then query that unified data layer instead of toggling between disparate systems. **Does Milemarker replace Orion, Tamarac, or Salesforce?** No. Milemarker connects to and runs alongside existing tools. Firms keep their CRM, portfolio management, and planning systems — Milemarker adds the normalized data layer and operational tooling on top. **How many integrations does Milemarker support?** 140+ wealth management integrations (custodians, CRMs, portfolio systems, planning, compliance, billing) and 550+ general-purpose technology connections, totaling 690+ data connections. **What is the Data Engine?** The Data Engine is Milemarker's core ingestion and normalization layer. It connects to source systems, pulls data on a configurable schedule, normalizes it into a consistent schema in the firm's Snowflake instance, and makes it available to all downstream tools including Navigator AI and the Milemarker Console. **What is Navigator AI?** Navigator AI is Milemarker's natural-language query interface. It lets advisors and executives ask plain-English questions about their firm's data — client holdings, performance, flows, compliance flags — and get structured answers without writing SQL or navigating dashboards. **What is the MCP server?** Milemarker's Model Context Protocol (MCP) server connects Claude, ChatGPT, Grok, Perplexity, Copilot and other AI assistants directly to a firm's Milemarker data environment. The assistant can build metrics, tables, workflows and dashboards by describing them in plain language, with the firm's permissions applied throughout. **Is Milemarker SOC 2 compliant?** Yes. Milemarker is SOC 2 Type II certified and GDPR compliant. It also pursues ISO 42001 (AI management systems) certification. Security details: https://www.milemarker.co/data-engine/enterprise-security **Who does Milemarker serve?** RIAs (independent, enterprise, and PE-backed roll-ups), broker-dealers, TAMPs, family offices, insurance carriers, and fund managers. As of 2026, 1,200+ advisory offices use the platform with $290B+ in assets under management represented on the platform. **How long does implementation take?** Typically 2 to 12 weeks depending on the number of integrations and data complexity. **Where can I see pricing?** Milemarker uses custom pricing based on firm size and scope. Contact the team at https://www.milemarker.co/contact for a 30-minute strategy call and pricing discussion. ## Optional - [Full site index (llms-full.txt)](https://www.milemarker.co/llms-full.txt): Every published page with title and one-line summary. - [Contact / Demo](https://www.milemarker.co/contact): Book a 30-minute strategy call. - [Integrations Directory](https://www.milemarker.co/integrations): Browse all 690+ supported connections. - [Documentation](https://docs.milemarker.co/): Setup guides and platform reference.