The deal brings together two players that make minority investments in registered investment advisory firms.
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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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Milstein-backed Emigrant, which invests in established and growing RIAs, now moves into the breakaway advisor space with a stake in Elevation Point.
The deal brings together two players that make minority investments in registered investment advisory firms.
Emigrant Partners, the unit of Emigrant Bank that invests in wealth management and alternative asset management firms, is taking a minority stake in Elevation Point, the companies said Tuesday.
