Data Integration Doesn’t Have to Be a Headache | Ep. 21 Kyle Van Pelt

Welcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed.

In this episode of The Advisor Summit, we are with Kyle Van Pelt, Co-Founder of Milemarker, to talk about one of the biggest challenges modern financial advisory firms face: data integration and ownership.

Kyle’s journey has been anything but conventional—he never imagined he would end up in finance. He began his career in professional sports, transitioned into software, then he and his wife launched and ran a coffee shop before returning to software and ultimately finding his way into the financial industry. Along the way, he has built a remarkably diverse set of experiences that allow him to see connections others might miss.

He’s known for his ability to connect the dots between the future of technology and finance, build strategic partnerships, and bring together great people who share a common vision.

Outside of work, he’s driven by his passions—his family (a wonderful wife and four kids), golf (he’s a 7 handicap on a quest to play all of the top 100 golf courses in the U.S.), and coffee (he seeks out specialty coffee shops in every city and experiments with brewing perfect cups at home). He’s also an avid cook, currently working through every recipe in The Southern Gentleman’s Cookbook, and a dedicated sports fan cheering for the Phillies, UGA Dawgs, and ATL UTD.

Beyond business and hobbies, he’s deeply committed to inspiring generosity and making a difference—helping feed over 65,000 people for Thanksgiving through the Hungry 4 a Day initiative. Above all, he’s passionate about using technology to make investing more accessible to everyone, not just the wealthy.

Whether you’re an advisor, ops leader, or fintech enthusiast, this episode will open your eyes to what’s possible when data, people, and purpose align.

Key Takeaways:

Helping people is the heart of fintech. Kyle’s journey shows that the best financial technology empowers advisors to create real human impact — funding educations, retirements, and family legacies.
Data ownership = true integration. By centralizing data through platforms like Snowflake, Milemarker gives firms the flexibility to connect every system and eliminate API bottlenecks.
The “Excel wizard” problem. Many firms still rely on manual spreadsheets to understand performance. Centralized data and automation replace that inefficiency with real-time insights.
Adopt tech by maximizing what you already have. Milemarker doesn’t add to the tech stack — it makes existing tools work together for better adoption, analytics, and efficiency.
AI starts with clean data. Before deploying AI, firms must have a unified data foundation to ensure security, compliance, and accuracy — the first step toward meaningful automation.

Connect with Kyle

Visit Milemarker's Website

⛰️At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.

⛰️Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.

⛰️With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.

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