Generic data warehouses store your data but don't understand it. Milemarker comes pre-built with the schema, normalizations, and data model wealth management firms actually need.
130+ sources pre-connected · Wealth-native schema · SOC 2 Type II
You can get your custodian data into Snowflake or BigQuery. But when it gets there, it's still raw — position records without household context, performance records without benchmark assignments, transaction data without fee linkage.
Your analysts spend half their time joining tables and resolving field name conflicts before they can answer a real business question. Milemarker is different. The data arrives at your warehouse already normalized, joined, and contextualized for wealth management. Households, advisors, accounts, positions, performance, and fees — all linked from the start.
Custodians, CRMs, portfolio accounting, compliance, billing — all pulled on schedule into Milemarker's unified data layer.
Milemarker's data model resolves households, advisor hierarchies, account classifications, and benchmark assignments — so relationships are correct before data leaves our platform.
Push to Snowflake, BigQuery, or Redshift — or query directly via Milemarker's API and Navigator AI.
Every table, every relationship, every calculation — designed around how investment firms actually work.
Accounts, households, positions, performance, transactions, advisors, fees — all modeled and ready. No schema design from scratch.
Built around household relationships, not account records. Advisors see total family wealth, not disconnected account summaries.
Time-weighted returns, benchmark comparisons, attribution analysis — computed from normalized data using consistent methodology.
Milemarker is SOC 2 Type II certified. Data encrypted in transit and at rest, with full access logging and audit trails.
Data in Milemarker flows to Snowflake, advisor portals, client reports, and AI agents. One data platform, many consumers.
Milemarker maintains history so you can query performance across any time period — not just today's positions.
"We evaluated building our own wealth data warehouse. The timeline was 18 months, the cost was $2M, and we'd still need to maintain it. Milemarker got us there in weeks."
"Our analysts were spending 60% of their time preparing data before they could analyze it. Milemarker's warehouse reversed that ratio."
See how Milemarker delivers a purpose-built data foundation — with the schema, normalizations, and connections your firm needs from day one.
$200B+ AUA on platform · 130+ sources · SOC 2 Type II