Unveiled at Gateway’s Align Advisor Conference in Orlando, GatewayGO gives Gateway’s 200+ affiliated advisors one connected place to run, grow and serve their practices
GLASTONBURY, Conn., Oct. 27, 2026 /PRNewswire/ — Gateway Financial Partners (“Gateway”), an independent wealth management firm supporting more than 200 affiliated advisors across 27 states with over $10 billion in assets under advisement, today announced the launch of GatewayGO, its new branded advisor experience platform, powered by Milemarker. Gateway introduced GatewayGO to its advisors during the firm’s Align Advisor Conference in Orlando, Florida.
GatewayGO brings the custodians, CRM, marketing, portfolio, planning, billing and compliance systems Gateway advisors already use together in one place. Advisors start each day with a single view of their households, assets, revenue and open items, alongside the firm resources, workflows and growth tools Gateway provides.
Built around Gateway’s model, which combines an LPL Financial OSJ structure with a hybrid RIA, GatewayGO gives independent advisors the experience of a large enterprise without giving up the freedom that brought them to independence.
“GatewayGO is about one thing: how we best support our advisors,” said David Wood, Founder and Chief Visionary Officer of Gateway Financial Partners. “Our advisors chose independence so they could spend their time on clients, not chasing data across a dozen systems. GatewayGO gives every Gateway advisor one connected view of their business, cleaner data and the tools to work smarter with AI. It is also a big part of how we grow – for the advisors already with us, the next-generation advisors we are developing, and the firms we will welcome in the years ahead.”
What GatewayGO delivers:
- One advisor dashboard: Households, assets, revenue and open items in a single view, with less time spent on manual reporting.
- Connected workflows: Automation across the systems advisors already use, so Gateway’s Team Members can serve a growing advisor base quickly and consistently.
- AI-ready data: A clean, firm-owned data foundation that lets Gateway bring practical AI tools to advisors and Team Members.
- Growth support: A modern, branded platform that supports recruiting, practice acquisitions and succession transitions.
GatewayGO is powered by Milemarker, a data infrastructure platform built for wealth management, which unifies Gateway’s systems into one reconciled data foundation held in Gateway’s own governed environment.
“Gateway didn’t want another portal on top of a dozen systems. They wanted to own the data underneath them. GatewayGO runs on a reconciled data foundation that Gateway controls, so every dashboard, workflow and AI tool they add from here starts from the same trusted numbers. That’s how a firm built on independence gets enterprise capability without giving up what made its advisors independent,” said Jud Mackrill, Cofounder and CEO of Milemarker.
Gateway will begin rolling out GatewayGO to affiliated advisors in November with additional capabilities released in phases.
About Gateway Financial Partners
Founded in 1994 by David Wood and headquartered in Glastonbury, Connecticut, with a second office in Appleton, Wisconsin, Gateway Financial Partners supports more than 200 affiliated financial advisors across 27 states with over $10 billion in assets under advisement. Gateway combines an LPL Financial OSJ structure with a hybrid RIA, giving independent advisors the freedom to run their practices with the support, technology and growth resources of a larger firm. Gateway Wealth Partners, its affiliated RIA, was named the 9th fastest-growing RIA in the country by Financial Advisor magazine. Learn more at joingateway.com.
About Milemarker
Milemarker is a data infrastructure platform built for wealth management, helping RIAs, broker-dealers and enterprise firms unify their data, automate workflows and deliver branded advisor experiences. Learn more at milemarker.co.
Media Contact
Silvi Weatherill
Gateway Financial Partners
860.430.8198
425668@email4pr.com
Disclosures
Advisory services offered through Gateway Wealth Partners. Gateway Wealth Partners is registered with the U.S. Securities and Exchange Commission as an Investment Advisor.
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SOURCE Gateway Financial Partners
