What Does Milestone Group Do?

Total employees158
HeadquartersSydney
FoundedN/A

Milestone Group was a global financial technology company specializing in providing solutions and services to the investment management industry. Renowned for its flagship pControl™ platform, the company offered advanced automation and oversight for Net Asset Value (NAV) production, fund oversight, cash allocation, and fair value control. In October 2021, Milestone Group was acquired by BNY Mellon, with its technology and expertise being integrated into BNY Mellon's digital and data capabilities to enhance services for asset managers, fund administrators, and institutional investors. The acquisition aimed to bolster BNY Mellon's offerings in data management, NAV solutions, and overall operational efficiency for its clients.

Where Is Milestone Group's Headquarters?

HQ Function

The Sydney headquarters housed key functions including executive leadership, core product development (especially for the pControl™ platform), global sales strategy, and corporate services.

Notable Features:

Likely a modern office space within Sydney's Central Business District, designed to facilitate technology development and collaboration. Specific architectural details are not widely publicized post-acquisition.

Work Culture:

As a fintech firm, the culture at Milestone Group was likely characterized by innovation, a strong focus on client solutions, technical expertise, and a dynamic environment typical of software and financial services industries.

HQ Significance:

The Sydney HQ was pivotal as the birthplace and primary development center for the pControl™ platform, which became an industry-recognized solution for fund processing and NAV oversight globally.

Values Reflected in HQ: The headquarters likely embodied values of technological excellence, client-centricity, global reach, and innovation in financial services.

Location:

Before its acquisition by BNY Mellon in 2021, Milestone Group maintained a global presence with key offices in Sydney (Global HQ), London (EMEA HQ), Boston (North America HQ), and Hong Kong. These offices supported a worldwide client base of asset managers, fund administrators, pension funds, and life companies, providing them with the pControl™ platform for fund processing, NAV oversight, and other investment lifecycle solutions.

Street Address:

Level 10, 1 Margaret Street (prior to acquisition)

City:

Sydney

State/Province:

New South Wales

Country:

Australia

Where Else Does Milestone Group Operate Around the World?

London, United Kingdom

Address: Specific address not readily available post-acquisition; typically in the financial district.

To expand and support Milestone Group's client base across the EMEA region, providing localized expertise and service for its pControl™ platform.

Boston, MA, USA

Address: Specific address not readily available post-acquisition; likely in Boston's financial hub.

To cater to the significant North American investment management market, offering tailored solutions and local support.

Hong Kong

Address: Specific address not readily available post-acquisition.

To provide a local presence and support for clients in key Asian financial markets.

Buying Intent Signals for Milestone Group

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Milestone Group? Meet the Executive Team

As of April 2025, Milestone Group' leadership includes:

Geoff Hodge - Managing Director / Chief Executive Officer
Robert Proctor - Executive Director, Product and Market Development
Paul Roberts - Managing Director, EMEA
Marianne Sahl Hylleberg - Head of Europe

Who's Investing in Milestone Group?

Milestone Group has been backed by several prominent investors over the years, including:

Primarily privately held and founder-funded before its acquisition by BNY Mellon in October 2021. BNY Mellon became the sole owner post-acquisition.

What Leadership Changes Has Milestone Group Seen Recently?

Hire0
Exits0

Information on specific executive movements in the 12 months immediately prior to the October 2021 acquisition by BNY Mellon is limited. The most significant 'transition' was the acquisition itself, which led to the integration of Milestone Group's leadership and staff into BNY Mellon. Key Milestone Group executives often took on new roles within BNY Mellon or transitioned out post-integration.

What Technology (Tech Stack) Is Used byMilestone Group?

Discover the tools Milestone Group uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Milestone Group Email Formats and Examples

Prior to its acquisition by BNY Mellon, Milestone Group likely used common corporate email formats. These email addresses are no longer active for Milestone Group as an independent entity.

[first].[last]@milestonegroup.com or [first_initial][last]@milestonegroup.com

Format

john.doe@milestonegroup.com or jdoe@milestonegroup.com

Example

0%

Success rate

What's the Latest News About Milestone Group?

BNY MellonOctober 5, 2021

BNY Mellon Completes Acquisition of Milestone Group

BNY Mellon announced it has completed its acquisition of Milestone Group, a leading global provider of fund management technology. The acquisition combines Milestone Group’s award-winning pControl™ platform and technology expertise with BNY Mellon’s global scale and existing digital and data capabilities....more

The AssetFebruary 25, 2021

BNY Mellon to acquire Milestone Group

BNY Mellon has agreed to acquire Milestone Group, a Sydney-based financial technology firm and specialist provider of fund management technology. The deal aims to enhance BNY Mellon's digital offerings and drive automation in fund operations....more

Funds EuropeMay 14, 2019

Milestone Group launches pControl SmartSCollect for data collection

Milestone Group, the fund processing solutions specialist, has launched pControl SmartSCollect, a product designed to automate the collection of data from third parties such as custodians and fund administrators. The solution aimed to simplify complex data gathering processes for asset managers....more

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