When was Milestone Group founded?

Milestone Group was founded in 1998.

Where is Milestone Group located?

Milestone Group is headquartered in Boston, United States.

How many employees does Milestone Group have?

As of Apr 30, 2026, the latest employee count at Milestone Group is 124.

Is Milestone Group a funded company?

Milestone Group is a funded company, having raised a total of $***** in its 1st and only funding round.

Where does Milestone Group rank among its competitors?

Milestone Group ranks 45th amongst 687 active competitors, of which 104 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was FNZ, which secured $650M in Nov, 2025.

Who are the top competitors of Milestone Group?

Milestone Group's top competitors include Addepar, KFin Technologies and FNZ. Among them, FNZ secured the most recent funding round in November, 2025.

Milestone Group - 2026 Company Profile & Competitors

Company Details

Milestone Group provides multi-asset, oversight and fund processing investment technology solutions. It offers fund operations, NAV, and accounting solutions for asset managers, pension funds and investment companies. The multi-asset solution enables product management for life & pension companies, fund distributors, CIO operations, and outsourced CIOs. Its fund processing solution covers unit pricing, income control, tax expense, income distribution, unitized order management, and NAV control.

Website: milestonegroup.com
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Phone Number: +1 **********

Key Metrics

Founded Year

1998

Location

Boston, United States

Stage

Acquired

Ranked

45^th among 687 active competitors

Employee Count

124 as on Apr 30, 2026

Similar Companies

Addepar & 748 more

Exit Details

Acquired by BNY Mellon (Jul 09, 2021)

View Milestone Group's full profile

Milestone Group got acquired by BNY Mellon on Jul 09, 2021.

Click here to take a look at Milestone Group's acquisition in detail

Milestone Group has not raised any funding rounds yet.

Milestone Group's employee count trend

Milestone Group has 124 employees as of Apr 26. Here is Milestone Group's employee count trend over the years:

Employee count trend for Milestone Group

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Top competitors of Milestone Group include Addepar, KFin Technologies and FNZ. Here is the list of Top 10 competitors of Milestone Group, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Addepar 2009, Mountain View (United States), Series G	Wealth management solutions for advisors	$759M	WestCap, Valor Equity Partners & 57 others	78/100
2nd	KFin Technologies 2017, Hyderabad (India), Public	App-based platform for investments in mutual funds	$42.1M	Compar Estates and Agencies, Kotak Mahindra Bank ... & 11 others	75/100
3rd	FNZ 2003, London (United Kingdom), Acquired	Provider of wealth management platforms for financial institutions and advisors	$2.55B	Temasek, General Atlantic & 13 others	74/100
4th	Broadridge 2007, United States, Public	Provider of tech solution for financial service and customer communication	-	Back Bay Group, Zühlke & 3 others	72/100
5th	SEI 1968, Oaks (United States), Public	Wealth and investment management solutions for institutional investors	-	UBS, Capitala Group	72/100
6th	AdvisorEngine 2014, New York City (United States), Acquired	Wealth management software platform empowering financial advisors with technology and services	$60.1M	WisdomTree, Kirenaga Partners	71/100
7th	Altruist 2018, Culver City (United States), Series F	Portfolio management software for financial advisors	$602M	Insight Partners, Venrock & 16 others	70/100
8th	Avaloq 1985, Zurich (Switzerland), Acquired	Cloud-based solutions for financial institutions	$301M	BlackRock, Warburg Pincus & 2 others	70/100
9th	Centricity 2022, Gurugram (India), Seed	Digital private wealth management platform for individuals	$24M	Burman Family, Play Holdings & 34 others	68/100
10th	ZILO 2020, London (United Kingdom), Series A	Software-enabled transfer agency system	$58.7M	Portage, Fidelity International Strategic Ventures ... & 4 others	65/100
45th	Milestone Group 1998, Boston (United States), Acquired	Investment technology solutions for financial institutes	-	-	53/100