Milemarker Launches MCP: Run Your Wealth Platform by AskingNew AI interface lets firms manage their entire Milemarker platform — data, dashboards, metrics, search, and users — through natural conversation. The program works with Claude, ChatGPT, Codex, and Gemini.
Milemarker Launches Relay: No-Code Automation Built on a Unified Wealth Management Data LakeUnlike generic API-based tools, Milemarker Relay runs on top of data already normalized across 130+ wealth management systems—so workflows understand accounts, advisors, sleeves, and compliance rules out of the box.
Milemarker Appoints Adrienne Paulsen as Vice President of OperationsWealth Management Data Infrastructure Leader Adds Veteran Orion Executive to Drive Operational Excellence and Client Success
Elevation Point Partners with Milemarker to Unify Data Across Growing Portfolio of Partner Firms and OCIO BusinessStrategic technology partnership enables seamless data connectivity across Elevation Point's expanding network of independent advisors and OCIO platform
Milemarker and Eaglebrook Partner to Deliver Advanced Crypto and Digital Asset Data & Reporting to Wealth Management AdvisorsNew integration provides comprehensive data transparency and enhanced investment decision-making capabilities across traditional and digital asset classes
Milemarker Launches Navigator: Ask Your Data Anything, Build Your Own Models, Keep Everything SecureNew natural language interface turns Milemarker's connected wealth tech stack into a conversational research partner—without compromising data security
Milemarker Launches DevTools: A Command-Line Toolkit to Ship Analytics and Automations in MinutesNew platform empowers wealth management firms to deploy queries, metrics, and workflows at the speed of their ambition
Milemarker™ Wins 2025 WealthManagement.com Industry Award for InnovationData Engine for Wealth Management Recognized for Transforming How Firms Control Their Technology
