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Month: October 2026

Meridian Wealth Advisors

Posted on October 13, 2026October 13, 2026 by Ellevate

Created a stronger operational foundation across Addepar, ownership structures, alternatives data, reporting, and billing.

Posted in Case Study

Concurrent Investment Partners

Posted on October 13, 2026October 13, 2026 by Ellevate

Strengthened Black Diamond operations across billing, reconciliation, training, advisor onboarding, and platform management.

Posted in Case Study

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Ellevate is a boutique technology consulting and managed services partner for wealth management firms, combining strategic guidance with hands-on execution across wealth technology and operations.

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