Elevation Point Partners with Goldman Sachs to Expand Advisor Capabilities
Elevation Point, a minority stake partner for independent advisors, announced a strategic collaboration with Goldman Sachs that will provide its partner firms access to Goldman’s banking and lending, trading, asset management, and capital markets services. The agreement also expands Elevation Point’s existing relationship with Goldman Sachs Custody Solutions, which will now serve as a key custodian.
Under the partnership, Goldman Sachs will act as a primary provider of lending solutions, direct indexing, custom open-architecture models, fixed income SMAs, and capital markets support. Elevation Point CEO and co-founder Jim Dickson emphasized that the alliance aligns with the firm’s mission to empower top independent advisors with scale, flexibility, and a world-class ecosystem.
Founded in 2024 by Dickson and Mark Penske, co-founder and chairman of the board, Elevation Point invests minority stakes in RIAs managing between $200 million and $3 billion, supporting independent and breakaway teams with strategic resources and growth infrastructure.
