Charleston-based fintech Milemarker has entered a strategic partnership with Elevation Point to provide the data backbone for the firm’s rapidly expanding wealth management and OCIO network. The collaboration equips Elevation Point with a centralized infrastructure to aggregate and operationalize information across its $9.6 billion footprint, creating a unified view of performance and operations without requiring partner firms to overhaul their existing tech stacks. 

“Milemarker gives us the ability to create a unified view across our entire ecosystem—partner firms, our OCIO platform, and every custodian and technology provider in between—without disrupting what makes each firm unique,” said Jim Dickson, Founding Partner and CEO of Elevation Point. He noted that the platform serves as the “connective tissue” allowing the firm to “compound value for our partners rather than just aggregate businesses.” 

The integration will bridge data from diverse sources, supporting Elevation Point’s existing stack that includes Addepar, Orion, and Vestmark. Leveraging Milemarker’s ecosystem of over 130 integration partners, Elevation Point can now seamlessly onboard new affiliates—such as the recently added $1.4 billion multi-family office Loxahatchee Capital—without demanding disruptive technology migrations. 

As of June 30, 2025, Elevation Point reported approximately $9.6 billion in assets under management and advisement.