Elevation Point Receives Minority Investment from Emigrant Partners for Strategic Expansion

Elevation Point Secures Strategic Investment to Propel Growth

On May 6, 2025, Elevation Point, known for its role as a strategic growth partner for independent advisors and breakaway teams, announced an exciting new chapter in its journey. This strategic firm has entered into a minority investment collaboration with Emigrant Partners, a respected name in the capital and advisory space within the wealth and asset management industry. This partnership is aimed at strengthening Elevation Point's position as a leader in advisory services while significantly broadening its service offerings.

This new alliance carries with it a substantial senior debt facility from Emigrant Partners, which will be instrumental in fueling Elevation Point's ongoing expansion. During the announcement, Jim Dickson, the Founding Partner and CEO of Elevation Point, expressed his enthusiasm regarding the collaboration, stating, "We’re thrilled to partner with Emigrant Partners, a trusted name in minority investing and part of one of the most respected family-owned institutions in wealth management."

One of the remarkable elements of this partnership is the strong foundation of trust and friendship that exists between the two entities. Liz Nesvold, a trusted advisor and long-time friend of Jim Dickson, was pivotal in fostering this collaboration, further indicating the value of personalized relationships in the business world. Dickson's remarks highlighted not just the financial benefits of this partnership but also the alignment of vision between Elevation Point and Emigrant Partners as they prepare to navigate the next phase of growth together.

This strategic investment is more than just a monetary injection; it’s a commitment to enhancing services targeted towards high-net-worth and ultra-high-net-worth clients. The investment will enable Elevation Point to expand its family office capabilities and expedite the onboarding of advisory teams looking to leverage the firm’s established reputation.

Liz Nesvold, Chair of Emigrant Partners, further articulated the synergies existing between the two firms, noting, "Elevation Point's expertise and mission align with our commitment to providing our partner firms with the tools needed to achieve their growth and succession goals." This perspective illustrates that the relationship extends beyond financial considerations, focusing on the shared entrepreneurial spirit that fuels both companies’ missions.

Emigrant Partners prides itself on a long-standing track record of making minority, non-voting investments into top-tier wealth management businesses. As part of a larger entity that includes Emigrant Bank and Milstein Companies—an established family-owned operating entity—Emigrant Partners integrates significant resources and a wealth of expertise that will be leveraged to further strengthen Elevation Point's market positioning.

Remarkably, this partnership is expected to present significant advantages not only for Elevation Point but also for the broader network of independent advisors. According to Jenny Souza, CEO and President of Emigrant Partners, the alignment in goals between Elevation Point's team and her organization was striking. She noted that together they can help empower advisors achieve greater independence without sacrificing their operational control or quality standards.

Mark Penske, also a Founding Partner at Elevation Point, added, "Emigrant provides access to an exceptional platform of capabilities that will help our partners grow and serve the evolving needs of the high-net-worth community." Penske acknowledges that following this partnership, they are likely to experience fast-tracked momentum in their business due to the elevated support it brings.

Just the previous month, Elevation Point finalized its third investment for 2025, reinforcing its commitment to empowering advisors through minority-stake partnerships that ensure operational autonomy. This investment philosophy sets them apart in a crowded market often dominated by larger aggregators that may prioritize growth above advisor control.

In summary, this collaboration between Elevation Point and Emigrant Partners marks a significant advancement for both firms. Through shared resources, strategic insights, and a unified vision, they are poised to reshape the wealth management landscape, offering unparalleled support to independent advisors committed to maintaining their values and client-centric approaches amidst a rapidly changing industry environment.

For more information about Elevation Point and its innovative approaches, visit their website or follow their updates on LinkedIn. Emigrant Partners can also be found online, offering details about their investment strategies and partnerships.

About Elevation Point

Elevation Point is recognized as a strategic growth partner for independent Registered Investment Advisors (RIAs) and breakaway advisors. With a focus on minority-stake partnerships, the firm aids elite teams in transitioning, scaling, and thriving without losing their independence. Unlike traditional aggregators, Elevation Point emphasizes a collaborative framework that prioritizes the values of advisors and their clients' outcomes.

About Emigrant Partners

Emigrant Partners specializes in strategic solutions and makes minority, non-voting investments in leading firms dealing with wealth and alternative asset management. With partnerships overseeing a substantial portfolio, Emigrant is committed to preserving the independence of the firms within its network while enhancing growth opportunities.