Milestone Group

Open
225 Franklin St Ste 1400
Boston, MA 02110

Milestone Group is an institutional fintech firm based in Boston, MA, specializing in investment automation solutions for asset owners, fund managers, and administrators of funds and pooled investments. Their pControlTM enterprise investment automation platform is renowned for its operational efficiency, transparency, and control, offering low operating costs and high extensibility.

With a focus on delivering tailored asset allocation modeling, streamlined investment operations, and reduced operating risk, Milestone Group provides asset allocation solutions for institutional asset allocators. They also offer oversight solutions for asset managers, investment companies, and pension funds, helping them mitigate reputational, financial, and regulatory risk. Additionally, their fund processing solutions cater to in-house back office operations, third-party administrators, and custodians, providing a high-efficiency operating architecture to enhance service levels and reduce operational risk.

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