Milemarker Elevates VP of Growth and Business Development Jessica Perez to Partner

June 18, 2025 at 09:15 AM EDT

--News Direct--

Milemarker, the technology platform revolutionizing how RIAs, Broker-Dealers, Family Offices, and Private Equity firms scale with confidence, today announced the promotion of Jessica Perez to Partner. Since joining in June, Perez has been a driving force behind the company’s growth—sharpening the go-to-market strategy, strengthening national business development, and positioning Milemarker as the definitive operating system for advisory firms.

A 20-year financial services veteran, Perez has expanded Milemarker’s reach through bold sales leadership and innovative top-of-funnel execution—from conferences and webinars to digital strategy and brand positioning. Her strategic lens and executional discipline have further cemented Milemarker’s role as the go-to solution for firms seeking clarity, control, and scale in their data and operations.

“Jessica is a force in our industry,” said Jud Mackrill, Co-Founder & CEO of Milemarker. “She has the rare ability to lead as a strategist and deliver like an operator. Elevating her to Partner was not only well-earned—it positions us to scale even faster, with deeper conviction and impact.”

Prior to Milemarker, Perez held senior leadership roles at Carson Group, where she helped raise over $6 billion in assets and onboarded more than 50 advisors and RIA offices. She also founded a successful consulting practice, advising firms on sales enablement, advisor recruiting, and leadership development.

“Milemarker is reimagining what it means to operate a modern wealth management firm,” said Perez. “I’m honored to step into this new role alongside a team that’s committed to pushing the industry forward. What we’re building isn’t just tech—it’s the future infrastructure for wealth management.”

About Milemarker

Milemarker is a modern operating system for wealth management firms—built to unify data, streamline workflows, and drive better decisions across every corner of the business. Designed by operators for operators, Milemarker connects fragmented systems, automates key processes, and makes real-time insights accessible to both home offices and advisors.

With seamless integration across the wealth management tech stack—portfolio systems, custodians, CRMs, planning tools, and more—Milemarker turns data chaos into clarity. Whether you’re centralizing investment operations, launching new accounts, or scaling a multi-office firm, Milemarker acts as your GPS, helping you grow with confidence and eliminate operational friction.

Backed by an API-first, integration-friendly architecture and deployed in as little as one week, Milemarker enables firms to modernize infrastructure without compromising brand, security, or control. From trading to compliance to firm-wide analytics—Milemarker powers transformation at scale.

Learn more at milemarker.co.