Chris Latham reports on the latest additions to our team.
“I am proud to join Elevation Point, which has the ideal leadership team and a new innovative model for driving the transformation of our industry,” Smithy said. “Our innovative partnership model isn’t just about fees or platforms; it’s about providing growth through capital and expertise – and engaging in genuine collaboration to empower and elevate our partners in this new era,” Tamarkin said.
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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Clarke is founder of RIA tech giant Orion, while Mike Mikan now leads a health care firm called NeueHealth.
Melinda Brodbeck and Lara Galloway Join as Heads of Communications and Growth to Accelerate Firm's National Impact in Independent Wealth Management
Clarke is founder of RIA tech giant Orion, while Mike Mikan now leads a health care firm called NeueHealth.
