Elevation Point - Crunchbase Company Profile & Funding

Q: Who invested in Elevation Point?

Elevation Point is funded by Emigrant Partners.

Q: When was the last funding round for Elevation Point?

Elevation Point closed its last funding round on obfuscated from a Private Equity round.

Overview

Elevation Point

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

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About Elevation Point

CB Rank

264233

Elevation Point stands out with personalized support and dynamic OCIO solutions for independent advisors.

Founded

obfuscation

Private

Private Equity

Minneapolis, Minnesota, United States

51-100

elevationpoint.com/

Finance

Financial Services

Wealth Management

Funding Rounds

Private Equity

OBF

obfuscation

Debt Financing

OBF

obfuscation

Key People

Jim Dickson: Founding Partner and CEO

Details

Operating Status

Active

Company Type

For Profit

Phone Number

+1 952-897-5390

Contact Email

media@elevationpoint.com

Predictions & Insights

Growth Insight

See this Growth Insight

Elevation Point is

Lorem

to be growing

Top Contributing Factors

Recently Raised Funding

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Key Employee Changes

Products & Services

Minority Stake Partnership Model

A strategic investment approach where Elevation Point takes minority ownership stakes in independent RIAs and breakaway advisor firms to support growth while allowing them to maintain control.

Dynamic OCIO Solutions

Outsourced Chief Investment Officer (OCIO) services providing customizable investment management and advisory support for independent advisors and their high-net-worth clients.

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Financials

Company Funding

Funding Rounds

Investors

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - Elevation Point	1	obfuscated obfuscation	Emigrant Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Elevation Point	1	obfuscated obfuscation	Emigrant Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Elevation Point	1	obfuscated obfuscation	Emigrant Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Elevation Point	1	obfuscated obfuscation	Emigrant Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Elevation Point	1	obfuscated obfuscation	Emigrant Partners	Private Equity

Funding Rounds

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - Elevation Point	1	obfuscated obfuscation	Emigrant Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Elevation Point	1	obfuscated obfuscation	Emigrant Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Elevation Point	1	obfuscated obfuscation	Emigrant Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Elevation Point	1	obfuscated obfuscation	Emigrant Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Elevation Point	1	obfuscated obfuscation	Emigrant Partners	Private Equity

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.

Investor Name	Lead Investor	Funding Round	Partners
Emigrant Partners	Yes	Debt Financing - Elevation Point	—
Emigrant Partners	Yes	Debt Financing - Elevation Point	—
Emigrant Partners	Yes	Debt Financing - Elevation Point	—
Emigrant Partners	Yes	Debt Financing - Elevation Point	—
Emigrant Partners	Yes	Debt Financing - Elevation Point	—

Investments

Investment Breakdown

Number of Investments

Number of Acquisitions

See investment data for this company, with details on deal size, industry, stage, and more.

Announced Date	Organization Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	Forta Wealth Partners	Yes	Seed Round - Forta Wealth Partners	obfuscated obfuscation
obfuscated obfuscation	Forta Wealth Partners	Yes	Seed Round - Forta Wealth Partners	obfuscated obfuscation
obfuscated obfuscation	Forta Wealth Partners	Yes	Seed Round - Forta Wealth Partners	obfuscated obfuscation
obfuscated obfuscation	Forta Wealth Partners	Yes	Seed Round - Forta Wealth Partners	obfuscated obfuscation
obfuscated obfuscation	Forta Wealth Partners	Yes	Seed Round - Forta Wealth Partners	obfuscated obfuscation

Investment Breakdown

Number of Investments

Number of Acquisitions

See investment data for this company, with details on deal size, industry, stage, and more.

Announced Date	Organization Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	Forta Wealth Partners	Yes	Seed Round - Forta Wealth Partners	obfuscated obfuscation
obfuscated obfuscation	Forta Wealth Partners	Yes	Seed Round - Forta Wealth Partners	obfuscated obfuscation
obfuscated obfuscation	Forta Wealth Partners	Yes	Seed Round - Forta Wealth Partners	obfuscated obfuscation
obfuscated obfuscation	Forta Wealth Partners	Yes	Seed Round - Forta Wealth Partners	obfuscated obfuscation
obfuscated obfuscation	Forta Wealth Partners	Yes	Seed Round - Forta Wealth Partners	obfuscated obfuscation