The momentum toward independence in wealth management is undeniable. More wirehouse advisors are exploring what it means to break away and build something of their own.
What You Need To Know
- As an independent advisor, you can work with a vastly expanded universe of product providers, custodians or platforms.
- You can build a tech stack that aligns with your team’s needs, rather than waiting for a large firm to roll out a new system.
- You also have the flexibility to choose from a range of custodians, including those unaffiliated with banks.
About Elevation Point
Elevation Point is a growth-oriented wealth management firm, serving as a value-aligned partner for RIAs and independence-seeking advisors. From dynamic OCIO solutions to personalized playbooks designed to empower advisors to thrive in independence, we offer customized and full-spectrum support. Our capital comes with complete transparency and no hidden agendas. Distinguishing ourselves as accelerators in a landscape of aggregators, we’re powering a nationwide community of emerging industry leaders, overseeing more than $3.4 billion in assets under management. With a focus on advisor values and evolving client needs, our mission is clear: to elevate the entire industry to higher ground.
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Mr. Clarke and Mr. Mikan Bring Expertise to Support Elevation Point’s Mission to Empower Independent Advisors
The momentum toward independence in wealth management is undeniable. More wirehouse advisors are exploring what it means to break away and build something of their own.
The deal includes a significant senior debt facility Elevation Point can use to fund deals.
