Elevation Point

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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 Insurance
Monetary Authorities-Central Bank
Keywords
Minneapolis.
HQ
Minneapolis, Minnesota
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News

Elevation Point Selects OnBord To Streamline Advisor Transitions, Accelerate Client Onboarding - Yahoo Finance

Elevation Point Selects OnBord To Streamline Advisor Transitions, Accelerate Client Onboarding Yahoo Finance

Elevation Point Announces Strategic Collaboration with Goldman Sachs to Help Elite Partner Firms Thrive in Independence - PR Newswire

Elevation Point Announces Strategic Collaboration with Goldman Sachs to Help Elite Partner Firms Thrive in Independence PR Newswire

Elevation Point Selects Vestmark for Comprehensive Portfolio Management and Trading Solutions - Business Wire

Elevation Point Selects Vestmark for Comprehensive Portfolio Management and Trading Solutions Business Wire

Elevation Point adds Eric Clarke and former UnitedHealth exec to board - Citywire

Elevation Point adds Eric Clarke and former UnitedHealth exec to board Citywire

Elevation Point Announces Strategic Minority Investment in Family Office Partners, a $2.5 Billion Breakaway Team - PR Newswire

Elevation Point Announces Strategic Minority Investment in Family Office Partners, a $2.5 Billion Breakaway Team PR Newswire

UBS Private Wealth Team Managing $1.4-Bln Jumps to Elevation Point - AdvisorHub

UBS Private Wealth Team Managing $1.4-Bln Jumps to Elevation Point AdvisorHub

Elevation Point Stakes $2.5B Breakaway Team That Left UBS - wealthmanagement.com

Elevation Point Stakes $2.5B Breakaway Team That Left UBS wealthmanagement.com

Elevation Point Announces Strategic Minority Investment in Waycrest Wealth, $1B Michigan-Based Breakaway Team - PR Newswire

Elevation Point Announces Strategic Minority Investment in Waycrest Wealth, $1B Michigan-Based Breakaway Team PR Newswire

$1.4B Loxahatchee Capital Launches with Minority Stake Investment from Elevation Point - PR Newswire

$1.4B Loxahatchee Capital Launches with Minority Stake Investment from Elevation Point PR Newswire

Elevation Point Expands Executive Bench with Strategic Leadership Hires Amid Rapid Firm Growth - PR Newswire

Elevation Point Expands Executive Bench with Strategic Leadership Hires Amid Rapid Firm Growth PR Newswire

Elevation Point Announces Strategic Investment in Fortage Capital Advisors, Recently Launched by Industry Veteran - PR Newswire

Elevation Point Announces Strategic Investment in Fortage Capital Advisors, Recently Launched by Industry Veteran PR Newswire

Elevation Point Secures Strategic Minority Investment from Emigrant Partners - PR Newswire

Elevation Point Secures Strategic Minority Investment from Emigrant Partners PR Newswire

Industry Leaders Eric Clarke and Mike Mikan Join Elevation Point's Board of Directors - PR Newswire

Industry Leaders Eric Clarke and Mike Mikan Join Elevation Point's Board of Directors PR Newswire

Elevation Point Announces Strategic Stake in Triton Wealth, Building on Strong Start to 2025 with More Deals Ahead - PR Newswire

Elevation Point Announces Strategic Stake in Triton Wealth, Building on Strong Start to 2025 with More Deals Ahead PR Newswire

Elevation Point Announces Strategic Stake in Stonebrook Private, Kicking Off 2025 with an Oversubscribed Pipeline and More Deals on the Horizon - PR Newswire

Elevation Point Announces Strategic Stake in Stonebrook Private, Kicking Off 2025 with an Oversubscribed Pipeline and More Deals on the Horizon PR Newswire

Elevation Point Expands Leadership Ranks with Two Key Industry Hires in Marketing & Operations - PR Newswire

Elevation Point Expands Leadership Ranks with Two Key Industry Hires in Marketing & Operations PR Newswire

Two Highly Respected Wealth Management Veterans Join Elevation Point to Enhance Offering for Independence-Seeking Advisors - PR Newswire

Two Highly Respected Wealth Management Veterans Join Elevation Point to Enhance Offering for Independence-Seeking Advisors PR Newswire

Wealth Management Visionaries Jim Dickson and Mark Penske Launch Elevation Point, Announce Pending Acquisition of $3.4B Mount Yale Capital Group - PR Newswire

Wealth Management Visionaries Jim Dickson and Mark Penske Launch Elevation Point, Announce Pending Acquisition of $3.4B Mount Yale Capital Group PR Newswire

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