Established in 2023, Ellevate was born out of 15 years of experience in tech consulting in the financial world. Before founding Ellevate, Michelle Odom spent her entire career building solutions for the RIA and family office space, working with some of the largest and most complex firms in the industry.
Michelle Odom, CEO
Michelle Odom is the founder of Ellevate and provides growth-minded RIA firms with technology consulting and platform optimization services.
As the former Director of Solutions Consulting at SS&C Advent and a Senior Executive on the Black Diamond Wealth Platform, she has spent the last 15 years evolving her impact on the wealth management space by designing industry-leading technology solutions for the country’s most successful advisory firms.
Michelle was also instrumental in building Black Diamond’s Alternatives Strategy, connecting the platform with the largest fund administrator (SS&C) to address RIAs growing alternative investments exposure and aggregation challenges.
Michelle holds a bachelor’s degree in Finance from the University of Central Florida and is a member of The Women’s Board of Wolfson Children’s Hospital.
She lives in Ponte Vedra Beach with her husband and two daughters. When away from work, Michelle enjoys spending time at the beach, traveling, getting together with friends, and volunteering in her children’s schools.
Our Core Values
We believe that nothing is more important than our reputation. We hold ourselves accountable to the highest ethical standards and act with uncompromising honesty, transparency and integrity in everything we do.
We are passionate wealth tech experts who thrive on turning knowledge into insight. We stay on top of industry trends and challenge the status quo to provide creative solutions to complex business challenges.
We relate to our clients as partners and prioritize collaboration. We know that the strength of our relationships is key to both our clients’ and our company’s success.
Our clients’ experience is at the core of every decision we make. We work hard to earn their trust and always strive to exceed expectations.
We care deeply about our work. Each engagement is carefully and thoughtfully designed to the very highest standards and tailored to our clients’ needs.
We enjoy the work we do and the people we are fortunate to do it with. We bring a healthy balance of grit and levity to every situation allowing clients to enjoy not only the results of our work, but the entire collaborative process.