Private Equity Firm Financial Services

Elevation Point

Minneapolis, Minnesota, United States

Elevation Point is the growth partner for independent RIAs and breakaway advisory firms seeking the freedom of ownership with the strength of an institutional partner, investing via meaningful minority stakes and providing capital, infrastructure, strategic guidance, and operating support.

Focus Areas
Independent wealth management, Registered Investment Advisor (RIA), Wealth management

Tracked deals

3

3 tracked deals across 2026.

Recent pace

3

3 tracked deals announced in the last 12 months.

Deal mix

Growth capital

3 growth capital

Elevation Point Acquisition Volume by Year

Last 1 years

Acquisition volume by year Annual acquisition counts for the last 1 years for Elevation Point. ~4 est. 3 2026
Actual Full-year estimate

Supporting Data

Recent Transactions

  • Elevation Point Makes Strategic Minority Investment in Hampton Bluff Capital Partners
    February 21, 2026
    Buyer
    Elevation Point
    Target
    Hampton Bluff Capital Partners
    Industry
    Wealth Management
    Location
    Georgia, United States
    Type
    Growth capital

    Elevation Point, a wealth management growth accelerator, made a strategic minority investment in Hampton Bluff Capital Partners, an Atlanta-based independent wealth management firm. The partnership provides Hampton Bluff with access to Elevation Point’s investment banking, lending, capital-raising, and municipal finance ecosystem and includes custody support via Schwab and Goldman Sachs Custody Solutions through Elevation Point.

  • Elevation Point Makes Minority Investment in Forta Wealth Partners
    January 29, 2026
    Buyer
    Elevation Point
    Target
    Forta Wealth Partners
    Industry
    Wealth Management
    Location
    Indiana, United States
    Type
    Growth capital

    Elevation Point has made a minority growth investment in Forta Wealth Partners, enabling the Indianapolis-based advisory team to launch an independent RIA with access to custodial, technology, and capital resources. Forta, a trade name of Elevation Point Wealth Partners, brings more than $900 million in client assets carried over from its prior Merrill Lynch practice and will benefit from Elevation Point’s support and Goldman Sachs custody collaboration.

  • Elevation Point Makes Minority Growth Investment in Harbor View Private Wealth
    January 22, 2026
    Buyer
    Elevation Point
    Target
    Harbor View Private Wealth
    Industry
    Wealth Management
    Location
    Georgia, United States
    Type
    Growth capital

    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.

Related Acquisition Pages

Wealth Management Buyers & Acquisitions 3 tracked deals by Elevation Point. Acquisitions in Georgia 2 tracked deals by Elevation Point. Acquisitions in Indiana 1 tracked deal by Elevation Point.

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