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Rossby Financial Partners with Milemarker to Enhance Advisor Data Management and Drive Growth

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Rossby Financial, an open-architecture enterprise Registered Investment Advisor (RIA), has partnered with Milemarker, a technology platform for advisory firms, to introduce a unified dashboard designed to streamline practice management and support the firm’s expansion.The collaboration aims to provide Rossby’s advisors with comprehensive access to the information needed to manage their practices efficiently. Milemarker will deliver both executive-level and advisor-specific dashboards, with the latter customizable to incorporate metrics prioritized by individual advisors.Andrew J. Evans, Chief Executive Officer of Rossby Financial, stated, “With the addition of insightful ideas paired with Milemarker’s capabilities, we’re adding rocket fuel to propel our advisors forward in this competitive market.”For advisors to achieve organic and inorganic growth, quick access to business health and development metrics is crucial. Milemarker’s platform is designed to facilitate this access. Jud Mackrill, Chief Executive Officer and Co-Founder of Milemarker, commented, “We’re excited to partner with Rossby to help their advisors personalize and harness the power of their data. The financial services industry is rapidly consolidating, and companies that want to compete need to be able to own their data and effectively use it to serve clients and scale. We are on a mission to help financial advisors centralize their data, enhance client engagements and make their businesses more valuable.”Rossby Financial, established in 2023, operates as an open-architecture RIA offering advisors a transparent pricing model and technology solutions. The firm has reported significant growth since its launch two years ago, increasing its advisor count by 70% to 17 advisors in the last year, and its assets under advisement growing by nearly 120% over the same period. This growth demonstrates a demand for platforms that empower advisors.Mr. Evans added, “I’m honored by the reception we’ve had in the industry since our launch two years ago; the growth and interest we’ve seen is a testament to our open-architecture platform with much of the latest tech available to our advisors as they choose to use it.”The partnership is expected to further support Rossby’s scalability while maintaining flexibility and autonomy for its advisors.

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