For Aggregators

50 Firms. 50 Tech Stacks. One Advisor Experience.

Every acquisition brings a new tech stack. New CRM. New custodian relationships. New portfolio accounting. Forcing standardization loses talent and disrupts clients. Milemarker lets you unify the data across every firm without touching their tools — giving you enterprise visibility while each firm keeps the systems they know.

See Milemarker for Aggregators Explore the Full Platform

Multi-firm visibility · No forced migration · SOC 2 Type II · Snowflake-native

Standardization Kills What You Acquired

You acquired the firm for its culture. Don't break it with a tech migration.

RIA aggregators face a fundamental tension: you need operational visibility and efficiency across your portfolio, but the fastest way to destroy post-acquisition value is forcing a tech stack migration that disrupts advisors, alienates clients, and takes 18 months to complete.

The advisors you acquired chose their CRM for a reason. Their ops team knows their custodian integrations cold. Their workflow is built around specific tools. Telling them to change everything — even for a better system — creates attrition risk at exactly the moment you need them focused on clients.

Milemarker solves the aggregator's data problem without touching the things that make each firm work. You connect every firm's existing systems to a unified data layer. Each firm operates as before. You get the enterprise view — consolidated AUM, compliance oversight, performance reporting — without the disruption of standardization.

The Aggregator Advantage

Enterprise visibility. Firm-level flexibility.

Milemarker gives aggregators what they actually need: the ability to see everything across the portfolio without controlling everything inside each firm.

Enterprise-wide visibility

Consolidated AUM, client counts, advisor performance, compliance status, and operational metrics across every portfolio firm — in one view, updated in real time. No more waiting for each firm to pull their own reports.

Per-firm customization

Each portfolio firm gets their own customized advisor experience built on their own tools and workflows. Milemarker's Experience Builder lets you establish enterprise standards while each firm maintains the flexibility to serve their advisors the way they need.

No forced tech migration

Milemarker connects to each firm's existing CRM, custodian, and portfolio accounting without replacing any of them. Acquired firms keep their tools. You get unified data. Nobody has to learn a new system.

Unified compliance and reporting

Aggregate compliance monitoring, fee reconciliation, and regulatory reporting across every firm — with each firm's data normalized to the same standard. Audit-ready at the enterprise level, without creating compliance overhead at the firm level.

M&A integration in weeks, not quarters

New acquisitions connect to the Milemarker data layer in 6–10 weeks. No 18-month tech consolidation project. No disruption to the acquired firm. You close the deal and start getting enterprise visibility immediately.

Scalable to hundreds of firms

Milemarker's architecture is designed for multi-firm deployments. Each new portfolio company is another set of integrations connecting to the same data layer — not a new implementation project. The platform scales with your acquisition pace.

Common Questions

Questions aggregators actually ask.

How fast can we integrate a newly acquired firm?

Most acquisitions are integrated into the Milemarker data layer in 6–10 weeks — significantly faster than traditional tech consolidation projects that can run 12–18 months. Because Milemarker connects to the acquired firm's existing systems rather than replacing them, there's no CRM migration, no custodian re-enrollment, and no disruption to client service. You get enterprise visibility immediately while the firm keeps operating exactly as before.

Do acquired firms have to change their CRM?

No. That's the point. Milemarker works with Salesforce, Redtail, Wealthbox, Practifi, or any other CRM. An acquired firm keeps their CRM, their custodian, their portfolio accounting system — everything they've built their operations around. Milemarker adds a unified data layer on top that gives you enterprise visibility without breaking what makes each firm valuable.

What does enterprise reporting look like?

Milemarker provides enterprise-wide dashboards that consolidate AUM, client data, compliance status, and operational metrics across every portfolio firm — with the ability to drill down into any firm, advisor, or account. You get the aggregate view you need for reporting to your board or PE sponsor, without manually compiling data from 50 different CRMs.

How does billing and fee data consolidate across firms?

Milemarker normalizes fee and billing data across every firm's systems into a unified data layer. You can see aggregate revenue by firm, advisor, strategy, or AUM tier — and reconcile across custodians — without manual extraction from each firm's billing system. The data lands in your Snowflake warehouse, where your finance team can query it directly.