IM Deals Blog

Elevation Point Acquires a Minority Stake in Harbor View

Written by admin | Jan 21, 2026

On January 13, 2026, Elevation Point Wealth Partners, backed by Seward & Kissel client Emigrant Partners, announced that it acquired a minority stake in Harbor View Private Wealth.

Elevation Point Wealth Partners (“Elevation Point”) announced, on January 13, 2026, that it acquired a minority stake in Harbor View Private Wealth (“Harbor View”). Under the terms of the transaction, Elevation Point will partner with the eight members of the Harbor View team to foster Harbor View’s growth. Further terms of the transaction were not disclosed.

Elevation Point, based in Minneapolis, is a registered investment advisor and wealth management firm with a focus on bringing together independent advisors through minority stake partnerships with RIAs and breakaway advisors. As of January 2025, Elevation Point had over $2.5 billion in client assets.

Harbor View, based in Atlanta, is a registered investment advisor offering wealth management, planning, and advising services to corporate executives and their families. Harbor View has approximately $1.3 billion in assets.

To read the press release: please click here