Elevation Point, a growth partner and minority investor supporting independent financial advisors and breakaway wealth management teams has partnered with fintech Milemarker unify data across its growing portfolio of partner companies.
Through this partnership, Elevation Point will have a comprehensive data infrastructure to connect, aggregate, and operationalise information across the portfolio and its Outsourced Chief Investment Officer (OCIO) business.
As Elevation Point – which has invested in firms representing a combined $9.6bn in client assets since launching 18 months ago – continues to accelerate its investment activity, the firm recognised the need for a technology partner capable of unifying disparate data sources while preserving each partner firm’s operational independence.
Milemarker’s platform will enable Elevation Point to aggregate portfolio data, performance analytics, and operational metrics across multiple custodians, reporting platforms, and back-office systems. The integration supports Elevation Point’s technology stack, which includes Addepar, Orion, Vestmark, and multiple custodial relationships, creating a single source of truth that flows seamlessly between the home office and partner firms.
The partnership addresses a fundamental challenge facing growth-oriented wealth management firms: as organisations expand through strategic investments and partnerships, their data environments become exponentially more complex. Each new partner firm brings different custodians, reporting systems, and operational workflows. Without a unifying layer, firms navigate mounting operational costs, compliance risks, and an inability to leverage data for strategic decision-making.
Milemarker’s integration ecosystem—spanning over 130 partners across custodians, portfolio management systems, alternatives platforms, and reporting tools—enables Elevation Point to onboard new partner firms without requiring disruptive technology migrations. Partner advisors maintain their preferred systems while Elevation Point gains enterprise-wide visibility.
