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Digital Digest: The Latest Tech News – Elevation Point, Vestmark

Editorial Staff

9 October 2025

Elevation Point
Elevation Point, a US wealth management group, is to use the services of Vestmark, a wealth management software and services provider.

Under the deal, Elevation will use services including Vestmark’s separately managed accounts and unified managed accounts platforms, Advisor as Portfolio Manager capabilities, and tax management services.

The move comes as Elevation Point, now backed by capital and a credit facility from Emigrant Partners, charts a strong growth course. Elevation Point, which was launched in 2024, has a combined $9.6 billion of client assets under supervision. It operates by taking minority stakes in RIAs and breakaway advisors.

Vestmark supports six of the industry’s 10 largest managed account platforms, it says, with $1.5 trillion in assets flowing through its platform. Vestmark has operated for more than 20 years. In July, Vestmark launched a tax-managed unified managed account solution. The offering was built in partnership with iCapital, BlackRock, and Dynasty Financial Partners.