Elevation Point

About Elevation Point

Elevation Point is a company dedicated to supporting and investing in independent financial advisory firms, helping them start or grow their Registered Investment Advisor (RIA) businesses. Their mission is to provide essential support, technology, connections, and strategic investments while allowing advisors to maintain control and achieve financial well-being for themselves and their clients.

Products & Services

Support for Independent Advisors:Provides essential support, technology, and connections for advisors looking to start their own independent RIA, aiming for success from day one.

Strategic Investment for Growth:Offers strategic investment opportunities for high-performing independent advisors to accelerate growth while maintaining control.

OCIO Services:Outsourced Chief Investment Officer services to support financial advisors.

Co-Investment Opportunities:Alternative investment options through co-investment strategies.

Specialties

Independent Financial Advisory Support Strategic Investments for RIAs Technology and Connections for Advisors

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Equity T: - FT: Equity	A: 1400000000 MR: - FA: $1.4 billion FAN: 1400000000	D: 2025-09-22 FD: 2025-09-22	1 investors
2	RT: Strategic Minority Investment T: - FT: Strategic Minority Investment	A: 1000000000 MR: - FA: approximately $1 billion FAN: 1000000000	D: 2025-07-15 FD: 2025-07-15	1 investors
3	RT: Strategic Minority Investment T: - FT: Strategic Minority Investment	A: 2500000000 MR: - FA: $2.5 billion FAN: 2500000000	D: 2025-06-20 FD: 2025-06-20	1 investors

Equity Latest

2025-09-22

$1.4B

1 investor (Pro only)

Strategic Minority Investment 2025-07-15

$1.0B

Strategic Minority Investment 2025-06-20

$2.5B

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Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Mock Up

Team & Leadership

M

Mark Penske

Founding Partner and Vice Chairman

J

Jim Dickson

Founding Partner and CEO

C

Caitlin Douglas

Founding Partner and COO

D

Duke Schillaci

Founding Partner and Head of Corporate Development

B

Bradford Smithy

Founding Partner and Head of Wealth Management

R

Robert B. Tamarkin

Founding Partner and Head of Business Development

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Recent News

Elevation Point Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised