Investor directory

Elevation Point

Elevation Point stands out with personalized support and dynamic OCIO solutions for independent advisors.
https://elevationpoint.com
https://linkedin.com/company/elevation-point

Jim Dickson

Founding Partner and CEO

3 past transactions

Fortage Capital Advisors

Pre Seed Round in 2025
Fortage Capital Advisors is an investment firm that develops an intricate understanding of your financial needs and opportunities.

Triton Wealth

Private Equity Round in 2025
Triton Wealth offers financial planning and wealth management services, focusing on retirement and investment strategies.

Stonebrook Private

Corporate Round in 2025
Stonebrook Private offers investment management and wealth planning services.
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