Jim Dickson, CEO and Founder of Elevation Point, joined Sean Keenan, Head of Sales at BNY Pershing to discuss Elevation Point’s unique approach to helping RIAs grow and thrive in a competitive marketplace.
Elevation Point, an accelerator for independent wealth management firms, was created to serve firms that aren’t ready to sell their entire business but want to take “some chips off the table.” As a minority investor, the firm helps these businesses scale while maximizing their exit potential in the future. Elevation Point’s approach focuses on empowering firms to maintain control while providing the resources necessary for significant growth.
The firms rely on the support of partners like BNY Pershing that can assist with asset management, technology, marketing, scale, productivity and all the custodial benefits BNY Pershing offers. With the support of BNY Pershing, the firm provides the firepower needed to help businesses thrive in their independence and execute a growth strategy. Dickson also discussed the importance of custodial partnerships, emphasizing that a strong partnership provides the technology, cybersecurity, and operational resources necessary for success.
Elevation Point’s portfolio of over 100 growing companies exemplifies its commitment to helping firms realize their growth potential while they continue to maintain control.