Elevation Point Announces Goldman Sachs "Strategic Collaboration"

Editorial Staff

3 September 2025

Elevation Point, a US firm that takes minority stakes in wealth advisors, is collaborating with Goldman Sachs to offer partner firms access to Goldmans’ banking and lending, trading, asset management and capital markets capabilities.

The collaboration also expands an existing agreement with Goldman Sachs Custody Solutions, which is custodial provider for independent advisors. This will now serve as a key custodian for Elevation Point, the firm said in a statement yesterday.

Goldmans will serve as a primary provider of lending, direct indexing and open-architecture custom models to Elevation Point; it will also play a “core” role in delivering fixed income separately managed accounts, custody and capital markets services, it said.

“From day one, our mission has been to support the top independent advisors and build a strategic ecosystem that empowers them to serve clients with freedom, flexibility, and scale,” Jim Dickson, founding partner and CEO of Elevation Point, said. “This partnership strengthens our ability to deliver tailored solutions and solve the complex challenges facing today’s most sophisticated advisory teams and their clients.”

Elevation Point said the agreement expands its suite of open-architecture investment solutions customized to RIA teams’ investment views and client needs.