About Ellevate
Where Growth
Gets Operational
Sustainable growth requires more than powerful technology.
It requires the operational foundation to support it.
As Your Firm Evolves,
So Must the Systems Behind It
Growth is sustainable when operations keep pace.
Ellevate helps wealth management firms build technology and operational infrastructure designed to evolve as they grow. By combining strategic guidance with hands-on execution, we create the clarity, accountability, and operational foundation needed to support sustainable growth
Michelle Odom
Founder & CEO
With more than 15 years of experience in wealth technology, Michelle founded Ellevate to create a more accountable approach to technology consulting for wealth management firms.
After leading platform strategy and solutions consulting for some of the
industry’s most sophisticated advisory firms, she saw firsthand how often firms
received recommendations without sustained operational ownership.
Ellevate was built to bridge wealthtech
strategy and operational execution.
Today, Michelle leads a team of wealthtech and operations experts who
work as an embedded extension of the firms they serve, bringing
strategy, execution, and ongoing accountability together in one partner.
Why Firms Choose Ellevate
Ellevate combines strategic thinking with
hands-on execution, helping firms move from recommendations to real operational progress.
Strategy + Execution
We do not separate advice from accountability. Strategy, implementation, and ongoing operational ownership live together.
Embedded Partnership
We work inside your environment with platform access and operational responsibility, integrating with leadership, advisors, and operations.
Wealthtech Expertise
We know how wealthtech platforms scale, how data moves, and how configuration decisions affect reporting, billing, and advisor experience.
Proven at Scale
Our experience spans enterprise platform transitions, high-account-volume operations, multi-entity reporting structures, and long-term managed services partnerships.
Built for Wealth Management Realities
We design for the way advisory firms and family offices actually function, embedding adoption, governance, and day-to-day execution into the foundation
We partner with firms of all sizes and complexities looking to:
- Build systems that improve advisor and client outcomes
- Navigate growth, acquisitions, and enterprise
platform consolidation - Coordinate operations across multiple teams and integrated technology environments
- Support HNW and UHNW clients with complex
portfolio structures and alternatives exposure - Leverage modern wealth technology as a
strategic advantage - Build for long-term stability rather than rely on
reactive fixes
For Firms That Expect More from Their Systems
Independent RIAs and family offices are navigating more complexity than ever as they grow, expand their teams, serve increasingly sophisticated clients, and manage technology ecosystems that require greater coordination, control, and ownership.
Whether scaling organically, acquiring other firms, or consolidating enterprise platforms, leadership teams are increasingly treating their operating model as a strategic advantage.
What It’s Like to Work With Ellevate
The relationship is hands-on, embedded, and designed to evolve with your firm. Ellevate brings a collaborative, practical approach designed to keep priorities moving and adapt as your firm evolves.
Direct Access
Work with experienced professionals who know your firm, platforms, workflows, and priorities.
Clear Accountability
Know who owns the work, what comes next,
and how progress will be managed.
Long-Term Partnership
Gain a partner who invests in understanding
your firm deeply, then stays alongside you
to solve what comes next.
See the Partnership in Practice
See how Ellevate works alongside firms to solve complex technology and operational challenges and build stronger foundations for growth.
Private: Meridian Wealth Advisors (test)
Supported complex Addepar operations across ownership structures, alternatives data, reporting, and billing.
Read the Case Study
Ready to Ellevate Your Operations?
Bring your technology and operations into sync with a partner who helps you plan strategically, execute confidently, and support your firm as it grows.