Investment News talks Alt:62

Thanks to Leo Almazora at InvestmentNews for covering our launch.

He discussed our acquisition of Mount Yale Capital Group, our new executive chairman, and our plan to introduce a new co-investment opportunity for our partner firms called Alt:62.

“Launching exclusively with family office capital empowers us to pledge to our partners that we will not compromise our shared vision,” our founding partner Jim Dickson said about Alt:62.

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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