Elevation Point

Denver, Coloradoelevationpoint.com1expert edge

Growth-oriented RIA platform founded by Jim Dickson (former Sanctuary Wealth CEO) and Mark Penske. Provides strategic investments, integrated technology, and operational support to independent advisors with $3.4B AUM across 8 partner firms.

Why interesting to a deal team

Eric Clarke board appointment (2025) brings Orion technology expertise; critical for modern RIA platform operations and advisor tools infrastructure.

Experts connected to this company

Eric ClarkeJoined board of directors in 2025

Eric Clarke

Founder and Strategic Advisor

Orion Advisor Solutions (Founder); Board Member at Elevation Point

AdvisorOmaha

Founder of Orion Advisor Solutions and now a McKinsey advisor and multi-board RIA-tech operator, Clarke has first-hand insight into where wealthtech consolidation and capital are heading next.

Sources

Structured dataPrimary
elevationpoint.com/about-who-we-are
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thewealthadvisor.com/article/newly-launched-wealth-management-firm-elevation-point-focuses-growth
Structured dataPrimary
elevationpoint.com

Strongest evidenceStructured data3 public sourcesHow the grades work