Elevation Point is a wealth management firm focused on bringing together industry-leading independent advisors through minority stake partnerships with RIAs and breakaway advisors transitioning to independence. Distinguishing ourselves as accelerators in a landscape of aggregators, our growth partnership model empowers advisors to retain control over their futures, with our support. With over $3.4 billion in assets under management and a core focus on advisor values and clients' evolving needs, our mission is simple: to elevate the entire industry to higher ground.
Why Partner with Us?
Elevation Point embodies a strategic partner unlike any other, aligning seamlessly through:
• Strategic investment and inorganic growth strategies
• Business and succession planning
• Strategic experience paired with crucial capital and bespoke solutions
• Access to invaluable connections and boutique investment opportunities
Our ethos is centered around you maintaining control while navigating your path to independence, growth, and succession. Whether you’re an advisor seeking to establish your own firm, or aiming to escalate your practice, Elevation Point offers the strategic partnership, technology, and support tailored just for you.
How to Get Started with Elevation Point
We welcome independent advisors who share our passion for innovation, collaboration, and unparalleled success. Our community is always expanding, and we are constantly searching for like-minded individuals and firms to join us on this journey of elevation. Reach out to us today. https://elevationpoint.com
Disclosures: https://elevationpoint.com/disclosures/
The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security.
Company Details
- Employees
- 57
- Address
- 8500 Normandale Lake Blvd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://elevationpoint.com
- Keywords
- Minneapolis.
- HQ
- Minneapolis, Minnesota
Elevation Point Questions
Elevation Point's website is http://elevationpoint.com
Elevation Point's LinkedIn profile is https://www.linkedin.com/company/elevation-point
Elevation Point has
57 employees.
View email and phone details for 57
employees at Elevation Point.
Elevation Point's industry is
Financial Services
Elevation Point's top competitors are
Mount Yale Capital Group,
Emigrant Partners,
Waycrest Wealth,
Sanctuary Wealth,
Assetmark,
Family Office Partners,
Rise Growth Partners,
Corient,
Dynasty Financial Partners,
Stonebrook Private.
Elevation Point's categories are Financial Services
