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Milemarker

Data platforms · CRM & CRM add-ons

Wealth-management data platform that unifies custodian, CRM and planning data so a firm can run AI, reporting and automation on it. ↗ milemarker.co

Verified Oct 26, 2026 against the vendor's own pages

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Pricing

No public pricing found on the vendor pages we checked (demo/quote).

↗ milemarker.co

Integrations

Not verified We found no named integrations list on the pages we checked.

Security & compliance claims

  • SOC 2 Type II
  • SSO
  • GDPR mentioned

↗ milemarker.co

These are the vendor's own claims, not our audit. Ask for the SOC report, data-retention terms and archiving details.

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