Client-Focused Stonebrook Private, with over $750M in AUM, Partners with Elevation Point for Transparent Minority Stake Model and Access to Industry-Leading Resources MINNEAPOLIS, Jan. 14, 2025 ...

Elevation Point, a minority investor in independent and breakaway advisors launched last year by former Sanctuary Wealth CEO Jim Dickson, has made another move to strengthen its senior leadership team ...

Elevation Point, an investment firm launched last year by former Sanctuary Wealth CEO Jim Dickson, has taken a minority stake in Stonebrook Private, a Northville, Mich.-based firm with over $750 ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Elevation Point, a minority investor in independent and breakaway advisors launched last ...

Elevation Point is gaining strength in its home state as the independent RIA platform welcomes a new partner in Minnesota. The self-professed RIA accelerator announced Tuesday that it has acquired a ...

Elevation Point, a firm co-founded by former Sanctuary Wealth CEO Jim Dickson to make strategic investments in middle-market advisory firms, yesterday announced it had completed its first minority ...

The collaboration spans custody, asset management, lending, trading, and capital markets, enabling Elevation Point to deliver differentiated solutions tailored to the complex needs of elite partner ...

Founding partner and CEO Jim Dickson unpacks the firm's first six months, how it's approaching $5 billion in assets, and the "organic growth" challenge he sees for many advisory businesses. Almost ...

“Partnering with Elevation Point serves that goal by opening the door for their base of driven, savvy advisors to engage clients more deeply, build next-gen relationships, and drive sustainable firm ...