# Elevation Point

Elevation Point is a Bank / Wealth / Trust based in Denver, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Denver, United States
- **Region:** North America
- **Address:** Minneapolis, MN, United States
- **Founded:** 2024
- **Assets under management:** Undisclosed
- **Website:** elevationpoint.com
- **LinkedIn:** https://www.linkedin.com/company/elevation-point

## About

Elevation Point is an SEC-registered investment adviser in Denver, CO, registered since 2006. The firm manages $8.3 billion in assets, with $7.6 billion on a discretionary basis. It has 91 employees and 38 investment advisers.

## Questions

### How does Elevation Point source its private investment opportunities?

The firm accesses growth-stage private investments through a curated network of venture capital and growth equity fund managers. Specific GP relationships and co-investment structures are not publicly enumerated. The sourcing model leverages the firm's centralized investment team in Minneapolis to evaluate and allocate across fund commitments and direct co-investment opportunities on behalf of partner-firm clients.

### How is Elevation Point different from a traditional RIA aggregator?

Elevation Point builds wealth management capabilities inside existing accounting practices rather than acquiring independent advisory firms. The firm provides the technology, compliance, and investment platform that CPA firms need to add advisory services, and the partner practices retain client relationships and local branding. This contrasts with aggregator models that purchase wealth management businesses outright and rebrand them under a unified banner.

## Related profiles

- [Elevation Advisory Partners](https://altss.com/profile/elevation-advisory-partners)
- [Elevation Wealth Partners](https://altss.com/profile/elevation-wealth-partners)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/elevation-point

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