Milemarker
PrivateLast Round
Seed
Jan 15, 2021
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Milemarker is a wealth management technology company that provides a data infrastructure platform to help advisory firms centralize, normalize, and activate their data across various systems.
Sector
FinTech
Verticals
Wealth Management, Data Integration, Data Warehousing, NLP & Conversational AI, Workflow Automation
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Milemarker Comparables
Compare Milemarker with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| iAltA Holdings | 83% | |
| AppCrown | 80% | |
| Wealth Access | 78% | |
Milemarker Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Jan 15, 2021 |
Key People
Founding team and executive leadership
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 23, 2026
Grew 17% QoQ, from 23 to 27 employees.
- May 12, 2026
Monthly visitors grew 46% MoM.
Milemarker Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Milemarker's valuation, stock price, and market status.