Your inbox has received 5,000 emails about AI this year. This one's different.

By now you've probably received about 5,000 cold emails about AI from people you've never heard of.

I agree. It’s getting old.

We don’t work in an industry where you can just plug your data into the larger world of data. None of those emails really understand that part. Plus, there’s the rather obvious part: AI results are only as good as the data it’s using. Your firm already owns so much data. You're a data company—even if you're not wired for it yet.

When I started Milemarker, I wanted to redefine the control firms have over their technology, their business, and the experiences they deliver. I was tired of watching firms hold their breath, waiting for big companies to save them, only to get solutions so lackluster it felt like nothing really happened.

So we've spent years building something different. A platform that gives you real control over your data, your insights, and now—your AI.

Today, we're announcing Milemarker Navigator.

Navigator lets you run AI across your entire data universe—CRM, portfolio systems, custodians, accounting, documents—without your data ever leaving your secure environment.

Want to query across Salesforce and Tamarac?WealthBox and Orion? QuickBooks and Addepar? Now you can. Ask questions. Build models. Compound insight. All in one place.

I'd love to show you what you can do.

[Book a 20-Minute Call] — I'll show you the path we've built. It's simpler than you think.

Hope you're doing great.

—Jud