Elevate LLC Invests in Gilmore Advisors LLC

September 1, 2025

Elevate LLC has made a strategic and capital investment in Gilmore Advisors LLC, the non-attest business of San Mateo–based Gilmore & Associates, LLP, effective September 1, 2025. The partnership gives Gilmore access to Elevate's capital, technology and growth platform while preserving the independence of the CPA attest practice.

Buyers
Elevate LLC
Targets
Gilmore Advisors LLC
Sellers
Kevin Gilmore and partners (Gilmore & Associates, LLP)
Industry
Accounting & Tax
Location
California, United States
Transaction Type
Growth capital

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