With Ellevate, your firm gets a team of industry experts that bring a healthy balance of discipline and technology solutions to improve operational efficiencies and scalability allowing wealth management firms to focus on their core strengths, deepening client relationships and growing a successful business.

Business Development

Enterprise Software

Ellevate

Ellevate's headquarters in Ponte Vedra Beach, FL, United States

Michelle Odom

Jessica Young

Joshua Davison

Julie Grehl

This department focuses on consulting and support services for platform-related initiatives.

Platform Services

This department provides expert guidance and support to clients through specialized consulting services.

Consulting Services

This department is responsible for overseeing data engineering initiatives and consulting strategies to enhance client engagement and outcomes.

Data and Consulting

This department focuses on the design, construction, and maintenance of systems and infrastructure for data processing and analysis.

Ellevate

Org chart

Teams

Platform Services

Consulting Services

Data and Consulting

Data Engineering

Offices

Ellevate

Org chart

Teams

Platform Services

Consulting Services

Data and Consulting

Data Engineering

Offices

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