Join us at Future Proof Citywide! Our Founding Partner & Head of Wealth Management Brad Smithy will speak on Leading Through Change: Mastering the Human Side of Leadership. March 18 | 2:45 PM ET | Art Deco Stage Great leaders thrive in change. Learn how emotional intelligence, adaptability, and empathy drive success. See you in Miami! #FutureProof
About us
Built as a strategic partner to high performing teams, we collaborate with advisors ready to leave the wirehouses and existing independent RIAs ready to embrace growth. We’ve brought the right people, technology, resources and experience together to create an exclusive advisor community aimed at accelerating business growth. Our Purpose We stand apart in our field, having developed a model that is designed from the ground up to align perfectly with our partners’ aspirations, and to furnish a tailored, dynamic plan that seeks to propel growth and momentum. Why Partner with Us? Elevation Point embodies a strategic partner unlike any other, aligning seamlessly through: • Strategic investment and inorganic growth strategies • Thorough business and succession planning • Strategic experience paired with crucial capital and bespoke solutions • Access to invaluable connections and boutique investment opportunities Our ethos is centered around you maintaining control while navigating your path to independence, growth, and succession. Whether you’re an advisor seeking to establish your own firm, or aiming to escalate your practice, Elevation Point offers the strategic partnership, technology, and support tailored just for you. How to Get Started with Elevation Point We welcome independent advisors who share our passion for innovation, collaboration, and unparalleled success. Our community is always expanding, and we are constantly searching for like-minded individuals and firms to join us on this journey of elevation. Reach out to us today. https://elevationpoint.com The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security.
- Website
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http://elevationpoint.com
External link for Elevation Point
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Minneapolis, Minnesota
- Type
- Privately Held
Locations
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Primary
Get directions
8500 Normandale Lake Blvd
1900
Minneapolis, Minnesota 55437, US
Employees at Elevation Point
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Brian Terraciano
Client Satisfaction & Operations Leader | Financial Services Executive | Business Transformation Manager | Team Leader & Employee Engagement Advocate
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Amy Krauss
Adaptable, driven, and organized
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Adam Kelsey, CFA
Senior Product Specialist at Elevation Point
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David Benson
Vice President of Investments at Elevation Point
Updates
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📣 ICYMI Last week we welcomed Triton Wealth as an #ElevationPointPartner. We're proud to continue our commitment to supporting RIAs in their growth while staying true to their values. More on this partnership in https://lnkd.in/gBNMhmze Here’s to the next chapter! #IndependentRIA #IndpendentAdvisor
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Exciting conversations at BNY Pershing’s Next Gen Leadership Forum. Elevation Point Founding Partner Duke Schillaci joined Ben Harrison and Ainslie Simmonds to explore leadership, innovation, and the future of financial advice. Huge thanks to BNY Pershing for bringing together the next generation of wealth leaders for such a valuable experience! #NextGenLeadership #WealthManagement #FinancialAdvice
BNY Pershing hosted our Next Gen Leadership Forum this week in NYC. Next Gen leaders from around the country convened at BNY’s headquarters to network with peers and immerse in a curated learning and development program focused on equipping the next generation of wealth leaders with the resources required to run stronger businesses. Ainslie Simmonds and I had the opportunity to sit down with Duke Schillaci from Elevation Point to discuss perspectives on leadership and the opportunities that lie ahead for our industry as we navigate the evolution of financial advice. The future is bright! #wealthmanagement #nextgen #lifeatBNY
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Where strategy meets synergy. This week in Atlanta, we had a fantastic onsite event with our team—celebrating our progress, reinforcing our commitment to redefining the #IndependentAdvisor experience, and enjoying some well-earned team bonding. We’re just getting started! #ElevationInAction #ElevationPoint
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More on our exciting new partnership with Triton Wealth! “After evaluating multiple partnership options, Elevation Point stood out for its minority stake partnership model designed to align interests and enhance the client experience,” said Michael J Ryan, AIF®. Thank you Diana Britton and WealthManagement.com Read more: https://lnkd.in/gjDdjsj2 #TritonWealth #ElevationPoint #IndependentRIAs
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A shared vision for client-first service and strategic growth- Triton Wealth is a firm that prioritizes relationships and long-term success. We're proud to stand beside them as they continue making an impact in the RIA space. Welcome to Elevation Point Michael J Ryan, AIF® Wesley Hoppe! More on our recent announcement: https://lnkd.in/gaJ_9fRU #IndependentRIAs #TritonWealth #ElevationPoint
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Setting new benchmarks in every aspect: innovation, strategy, and client success. The future of investing starts here. Growth Consultation: https://lnkd.in/g9jDDzGj #RIAGrowth #IndependentAdvisor #ElevationPoint
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Fuel your firm's expansion with the right capital and expertise. We provide access to the intellectual and financial capital required to achieve your inorganic growth goals. Explore partnership with us: https://lnkd.in/gRWuX9G8 #ElevationPoint #InorganicGrowth #RIASupport
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Great choices. Greater success. Together, we thrive. More on our core values: https://lnkd.in/g9jDDzGj #RIASupport #IndependentAdvisor #ElevationPoint
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Strong foundations create lasting success. That’s why Elevation Point invests in both infrastructure and people—to help independent RIAs scale with confidence. Accelerate with us: https://lnkd.in/gRWuX9G8 #BuiltToGrow #StrategicPartnerships
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