The minority RIA investor has hired Lara Galloway to lead organic growth strategy and training for partnered firms, and Melinda Brodbeck as head of communications.
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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More articles
Two second-generation advisors and their fathers are starting up the $1 billion Waycrest Wealth with a minority investment from Elevation Point.
The team at Waycrest Wealth has two father-son duos and is led by Jay Hack and Lowell Weiss.
Father-Son Teams & Raymond James Veterans Break Away to Establish New Independent Firm, Growing the Minority Partner's Client Asset Network to $8.2B
