About Milestone Group
Milestone Group is a company based in Boston (United States) founded in 1998 was acquired by BNY Mellon in July 2021. It operates as a SaaS (Software-as-a-Service) and Managed Services. Milestone Group offers products and services including pControl, Asset Allocation Solutions, Oversight Solutions, and Fund Processing Solutions. Milestone Group operates in a competitive market with competitors including Addepar, sei, Avaloq, 360 One and Envestnet, among others.
- Headquarter Boston, United States
- SectorsTechnology
- Phone•••• ••••
- Website milestonegroup.com
- Social LinkedIn X
- Acquired by BNY Mellon (Jul 2021)
- Legal Name Milestone Group Pty Limited
- Investors
- Acquired byBNY Mellon
(Jul 2021)
Products & Services of Milestone Group
Milestone Group offers a comprehensive portfolio of products and services, including pControl, Asset Allocation Solutions, Oversight Solutions, and Fund Processing Solutions.
Investment automation platform is provided for operational efficiency.
Asset allocation modeling is offered for institutional allocators.
Oversight solutions are delivered for asset managers' operations.
Fund processing solutions are provided for operational scalability.
Investors in Milestone Group
Milestone Group has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include BNY.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
BNY is recognized as a global financial services provider. | 1784 | bnymellon.com | New York, United States |
Investor details for Milestone Group
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People of Milestone Group
26 people are tracked at Milestone Group (8 in leadership, 18 in team).
| Name | Role | Group |
|---|---|---|
Marian Azer | Managing Director | Leadership |
Bob Proctor | Head Of Product Management NAV Solutions | Leadership |
Alex Iwinski | Director - Relationship Management | Leadership |
Matthew Bogle | Chief Operating Officer - North America | Leadership |
Riasadul Hoq | Senior Operations Analyst (vice President) | Leadership |
Victor Oyadiji | Vice President - Project Manager | Leadership |
Simon Whitie | Head Of Business Operations | Leadership |
Rob Kearney | Senior Vice President Of Business Development | Leadership |
Susie Nairn | Senior Business Analyst | Team |
Amy Williams | Senior Specialist Product Delivery | Team |
David Goodacre | APAC Senior Sales & Relationship Manager | Team |
Anna Hemingway | Senior Product Development Manager | Team |
Peter Smith | Senior Manager | Team |
Steven Sorraghan | Global Product Lead - Fund Processing | Team |
Gina Placanico | Relatioship Manager - North America | Team |
Paul Fitzpatrick | Team Leader - Professional Services | Team |
Belinda Jo | Product Manager | Team |
Ammrul Hossain | Network Security Engineer | Team |
Phil Davies | GM, Technology | Team |
Mark Walsh | GM, Corporate | Team |
6 more people are available in the full profile.
Complete people profiles for Milestone Group
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Timeline of Milestone Group
2 dated milestones of Milestone Group across 23 years, from founding to its latest funding, stage changes and deals.
- Founded Milestone Group is founded.
- Exit Acquired by BNY Mellon.
Competitors of Milestone Group
Milestone Group operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Addepar, sei, Avaloq, 360 One and Envestnet, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| addepar.com | 2009 | Mountain View, United States | $759.1M | 560 | Wealth management solutions are delivered for investment advisors. | |
| seic.com | 1968 | Oaks, United States | – | 5,061 | Wealth and investment management solutions are offered to institutional investors. | |
| avaloq.com | 1985 | Zurich, Switzerland | $301.11M | – | Cloud-based solutions for financial institutions are provided by Avaloq. | |
| 360.one | 2008 | Mumbai, India | – | 65 | Asset and wealth management software is provided for businesses. | |
| envestnet.com | 1999 | Berwyn, United States | – | 1,342 | Cloud-based solutions are offered for wealth management and financial advising. | |
| broadridge.com | 2007 | New York, United States | – | 14,600 | Cloud-based accounting and financial management solutions are offered to businesses. | |
| centricity.co.in | 2022 | Gurugram, India | $24.05M | 458 | Digital private wealth management platform for individuals | |
| investcloud.com | 2010 | West Hollywood, United States | $78.73M | 373 | Investment management software is provided for advisors and institutions. | |
| sanctuarywealth.com | 2018 | Indianapolis, United States | $175M | – | Solutions are provided to wealth managers for client management. | |
| deltacapita.com | 2010 | London, United Kingdom | $90.15M | – | Provider of consulting, managed services, and technology solutions for financial services |
Detailed competitors of Milestone Group
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Latest news on Milestone Group
Complete news archive for Milestone Group
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- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
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Similar companies to Milestone Group
10 companies that operate in the same segment as Milestone Group (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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Frequently Asked Questions about Milestone Group
Milestone Group was founded in 1998.
Milestone Group is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
Milestone Group is involved in providing investment automation solutions for asset owners, fund managers, and administrators globally. The companys flagship platform, pControl, is designed for operational efficiency, transparency, and control within the funds industry. Services are extended across asset allocation, oversight, and fund processing, targeting institutional investors and back-office operations. Solutions are tailored to reduce operating risks and costs while enhancing scalability and service levels in the investment sector.
Milestone Group's top competitors include Addepar, Delta Capita and sei.
Milestone Group offers pControl, Asset Allocation Solutions, Oversight Solutions, and Fund Processing Solutions.
Milestone Group has 1 investor. Key investors include BNY.
Milestone Group operates through Milestone Group Pty Limited.
Yes. Milestone Group was acquired by BNY Mellon in July 2021.