Elevation Point Makes Minority Growth Investment in Harbor View Private Wealth
January 22, 2026
Elevation Point has made a strategic minority (growth capital) investment in Harbor View Private Wealth, an Atlanta-area independent wealth management firm that oversees roughly $1.3 billion in client assets. The capital will support Harbor View’s move to independence and enable expansion of its holistic wealth planning services beyond traditional portfolio management.
- Buyers
- Elevation Point
- Targets
- Harbor View Private Wealth
- Industry
- Wealth Management
- Location
- Georgia, United States
- Transaction Type
- Growth capital
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