At an industry conference in Miami, minority investors touted the chance for smaller RIAs to cede a stake in return for support but not control.
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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ELEVATION POINT CEO JIM DICKSON REACHES FOR NEW HEIGHTS – AGAIN!
Benzinga sat down with top executives at Future Proof CityWide 2025. Leaders break down trends, strategies, and bold ideas driving real change.
The show wraps up interviews taped at FutureProof Citywide in Miami today, featuring Brad Smithy, Head of Wealth Management at Elevation Point.
