About Ellevate

Where growth gets operational

Sustainable growth for your RIA demands more than powerful technology. It requires operational rigor.

As your firm evolves, so must the systems behind it.

Systems layer. Workflows multiply. Data dependencies expand. Ellevate works alongside leadership teams to ensure technology and operations evolve in step with the firm, so growth stays sustainable when operations keep pace.

Founder & CEO
Michelle Odom

Michelle Odom

Founder & CEO

With more than 15 years inside the wealth technology ecosystem, Michelle founded Ellevate to bring a more accountable model to technology consulting for independent RIAs.

After leading platform strategy and solutions consulting for some of the industry's most sophisticated advisory firms, she saw how often firms received recommendations without sustained operational ownership. Ellevate was built to close that gap.

Today, Michelle leads a team of platform and operations specialists who operate as an embedded extension of the firms they serve.

Schedule a consultation with Michelle
The Ellevate difference

Strategy and execution in one partner

One roof for advice and accountability

We do not separate advice from accountability. Strategy, implementation, and ongoing operational ownership live together.

Embedded operating model

We work inside your environment with platform access and operational responsibility, integrating with leadership, advisors, and operations.

Platform fluency and operational depth

We know how wealthtech platforms scale, how data moves, and how configuration decisions affect reporting, billing, and advisor experience.

Proven at scale

Ellevate supports more than $500 billion in assets across complex advisory environments, from enterprise transitions to multi-entity reporting.

Built for RIA realities

We design for the way advisory firms actually function, embedding adoption, governance, and day-to-day execution into the foundation.

For firms that expect more

Who we partner with

We work with COOs, CTOs, and leadership teams at independent RIAs who treat their operating model as a strategic advantage, where growing AUM, expanding teams, and evolving platforms require greater coordination and control.

  • Recognize that systems shape advisor and client outcomes
  • Operate across multiple teams and integrated platform environments
  • Serve HNW and UHNW clients with complex portfolio structures and alternatives exposure
  • Embrace modern wealth technology as a strategic lever
  • Value long-term stability over reactive fixes

Ready to get started?

For firms that expect more from their systems.

Schedule a Consultation