Elevation Point, a growth accelerator for independent advisors and breakaway firms, has announced it will integrate Vestmark’s comprehensive suite of wealth management services, including its separately managed accounts (SMA) and unified managed accounts (UMA) platforms, Advisor as Portfolio Manager capabilities, and tax management services, to support its accelerating expansion.
Since its launch last year, Elevation Point has experienced significant growth, making multiple minority investments in independent and breakaway advisory teams throughout 2025. The firm, backed by capital and a credit facility from Emigrant Partners, has expanded its leadership team, enhanced family office capabilities, and broadened its offerings for high-net-worth and ultra-high-net-worth clients. To date, Elevation Point has invested in firms representing a combined $9.6 billion in client assets under supervision.
The partnership will see Elevation Point utilize Vestmark’s technology to manage customized client portfolios and scale its operations. Vestmark’s solutions aim to provide the infrastructure necessary for Elevation Point’s advisor teams to maintain high service standards while managing growth.
Karl Roessner, CEO of Vestmark, commented on the collaboration, stating, “It has been incredible to see how quickly Elevation Point has grown since its founding just a year ago. We are proud to be their committed partner to help fuel and scale that growth. Vestmark has the experience a hyper-growth firm like Elevation Point needs to empower their teams to scale their services without sacrificing the personalized experience that investors expect and deserve.”Caitlin Douglas, founding partner and COO at Elevation Point, added, “Our sophisticated advisor teams are building modern, independent firms defined by high standards of service, scalable infrastructure, and a focus on delivering exceptional client outcomes. Partnering with Vestmark affords them access to a powerful, custodian-agnostic model marketplace, along with the flexibility to manage SMAs and UMAs with the control and scale today’s top advisors demand. This level of support empowers advisors to elevate the client experience while continuing to do what they do best: deepening trusted client relationships and building their businesses.”Vestmark, a provider of portfolio management solutions and outsourced services for over two decades, supports six of the industry’s ten largest managed account platforms. Its platform handles $1.5 trillion in assets, and its technology assists over 65,000 advisors who have access to a model marketplace featuring more than 1,200 strategies. Overall, Vestmark supports more than $1.7 trillion in assets across 4.5 million accounts.
