Ellevate is #hiring a new Operations Analyst in Jacksonville, Florida. Apply today or share this post with your network. We are excited for the growth opportunity to expand our amazing team!!
关于我们
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.
- 网站
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https://ellevateft.com/
Ellevate的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Ponte Vedra Beach，FL
- 类型
- 自有
- 创立
- 2023
地点
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主要
获取路线
US，FL，Ponte Vedra Beach，32082
Ellevate员工
动态
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Took advantage of every minute at #futureproof to meet with some of our clients and collaborate with friends!
#futureproof is more than a conference, it’s an experience!
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We're #hiring a new Platform Operations Specialist to join our team!
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We’re excited to attend our second DDM conference and to be included in this line up of industry experts!
Don't miss the unparalleled opportunity to learn from 50+ industry experts at ECHELON’s annual Deals & Dealmakers Summit! Participate in enlightening panel sessions and network with leading professionals in the wealth management industry. Elevate your knowledge and connections in the most intellectually stimulating event of the year. #WealthManagement #Investment #M&A #Networking #DDMSummit2024 David Mainzer Kathy Freeman Godfrey Michael Wunderli Adam Farag Megan (Meg) Carpenter Brett Mulder Tim Welsh, CFP Kelli Cruz Richard Lofgren Barnaby Audsley Candice D. Carlton Susie McEuen Greg Gessert Jeffrey Kane Bischoff Dustin Mangone Sean C. Keenan Molly C. Corey Kupfer Oleg Tishkevich Pablo Bizjack Jeremy Fodaski Julie Littlechild John Turner Aaron Racino Linda Paullin-Hebden Bing Waldert Shannon Rosic Stephen Caruso Doug Fritz Nikolee Turner, MEd, MBA Michelle Odom Daniel Gilmartin Ted Motheral Jared Baucom Liz Fritz
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Our Ellevate Team is excited to partner with Canoe to help our advisors centralize and scale their alternative investment operations and streamline the client reporting experience!
Today, we are honored to welcome Ellevate,?a technology consulting and platform optimization services firm, to the #CanoePartnerProgram. Whether clients lack in-house resourcing or expertise to manage Canoe or are looking for an end-to-end alternative reporting solution, Canoe and Ellevate will collaborate to ensure mutual clients are getting the full ROI on their technology spend. “At Ellevate, we empower growth-minded RIAs with cutting-edge tech consulting and services designed to optimize their tech stack. Our focus on centralizing and automating alternative investment reporting aligns seamlessly with the mission of Canoe. This partnership of industry-leading alts technology and investment operations excellence creates a future where innovation and efficiency converge for maximum industry impact.” - Michelle Odom, Founder & CEO of Ellevate Read the release: https://hubs.li/Q02kNgYT0 #AltsSmarter
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