Customized growth solutions.
We recognize that independent advisors come to us from different situations, with different needs. To ensure total alignment, we serve our partners in one of three main ways according to your objectives and goals.
Strategic investment and inorganic growth capital
An Elevation Point strategic minority investment can position you to accelerate financial growth. You will benefit from the power and resources of our partnership and capital is available, including for M&A opportunities.
Integrated tech stack and customized support
By providing integrated business solutions, we make it easier to manage daily business. Our solutions cover everything from strategic guidance, to capital infusions, to innovative tools and technology.
Blueprints for your independence
We make it easier for advisors leaving the wirehouse to start and manage their own firm. All the essentials are available and personalized for you, from payroll and benefits, to legal and compliance.
Personalized from the beginning.
Designed to AID a smooth transition.
Our experienced transition team leads partner firms transparently through a simple, smooth, efficient transition that minimizes disruption to your day-to-day business operations.
A special club with extensive connections.
When you partner with us, you gain an invaluable chance to leverage our industry connections. With the ability to offer unique, curated investment opportunities, you’ll have the potential to grow faster and differentiate yourself in the marketplace.
Every growth strategy also needs an exit strategy.
Many investment advisors are without identified successors or monetization plans for their business. Elevation Point provides custom succession planning paired with next-gen talent development and financing abilities.
