Elevation Point COO Caitlin Douglas has been listed in WealthManagement.com’s “Ten to Watch” in 2025!
“Caitlin Douglas, a new founding partner and chief operating officer for investment firm Elevation Point, knows the industry’s next few years will be defined by advisors requiring “different flavors of independence.” She’s confident her firm has found a flavor that’ll be particularly appealing.”
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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The minority investment in Fortage Capital kicks off what Elevation Point CEO Jim Dickson said should be an active remainder of the year with breakaway wirehouse teams and larger RIAs.
Jim Dickson spoke to Citywire about his firm’s latest investment, Michigan-based Fortage Capital Advisors.
RFG welcomes an Edelmen advisor veteran as he launches his own firm, while Elevation Point seals its third deal for 2025 in Michigan.
