Goldman Sachs and Elevation Point: A Game-Changer in Wealth Management

The strategic collaboration between Goldman Sachs and Elevation Point represents a seismic shift in the wealth management landscape, democratizing access to institutional-grade tools for independent advisors. By integrating Goldman Sachs’ deep capital markets expertise with Elevation Point’s minority stake partnership model, the alliance addresses a critical gap: empowering independent advisors to deliver sophisticated, client-centric solutions without sacrificing autonomy. This partnership is not merely a transactional upgrade—it is a structural redefinition of how independent wealth management firms operate in an increasingly competitive and complex financial ecosystem.

Institutional-Grade Custody and Asset Management: A New Baseline

Goldman Sachs Custody Solutions (GSCS) now serves as a cornerstone custodian for Elevation Point, expanding an existing agreement to offer a modern custodial infrastructure tailored to independent advisors [1]. This move is significant because custody—traditionally a high-cost, high-complexity barrier for smaller firms—now becomes a scalable, institutional-grade offering. For example, GSCS’s integration allows Elevation Point’s partners to access real-time reporting, advanced risk management tools, and seamless trade execution, all while retaining control over client relationships [2]. This is a departure from the one-size-fits-all models of traditional custodians, which often lack the flexibility required for niche or ultra-high-net-worth portfolios.

Lending, Direct Indexing, and Custom Models: Tools for Differentiation

Beyond custody, the collaboration unlocks access to Goldman Sachs’ lending platforms and direct indexing capabilities, which are particularly valuable for advisors managing complex client needs. Direct indexing, for instance, enables hyper-personalized tax-loss harvesting and ESG alignment strategies, traditionally reserved for ultra-wealthy clients [3]. By embedding these tools into Elevation Point’s ecosystem, independent advisors can now offer services that rival those of large wirehouses, without the overhead of in-house development.

Moreover, Goldman Sachs’ open-architecture custom models provide advisors with the ability to construct proprietary investment strategies, leveraging the bank’s research and execution infrastructure [4]. This is a game-changer for firms like Waycrest Wealth, which recently partnered with Elevation Point to access these capabilities while retaining full operational independence [5]. The result is a value proposition that bridges the gap between institutional-grade resources and the agility of independent advisory teams.

Growth Momentum and Industry Impact

Elevation Point’s strategic investments in firms like Family Office Partners further underscore the partnership’s potential to reshape the industry. By providing tailored support for ultra-high-net-worth families with private company interests, the collaboration extends beyond traditional wealth management into the realm of family office services [6]. This expansion aligns with broader trends in wealth management, where clients demand holistic solutions that integrate asset management, tax planning, and intergenerational wealth transfer.

Conclusion: A Blueprint for the Future

The Goldman Sachs-Elevation Point partnership is more than a strategic alliance—it is a blueprint for the future of wealth management. By lowering barriers to institutional-grade tools, the collaboration empowers independent advisors to compete on equal footing with larger firms, fostering a more dynamic and client-focused industry. As the wealth management sector continues to evolve, this model may well become the standard, proving that innovation and independence are not mutually exclusive.

Source:
[1] Elevation Point Announces Strategic Collaboration with ... [https://www.prnewswire.com/news-releases/elevation-point-announces-strategic-collaboration-with-goldman-sachs-to-help-elite-partner-firms-thrive-in-independence-302543821.html]
[2] Goldman Sachs And Elevation Point Deepen Their ... [https://www.barrons.com/advisor/articles/goldman-sachs-independent-advisors-elevation-point-bf4d4bcf]
[3] Elevation Point Announces Strategic Minority Investment in ... [https://elevationpoint.com/elevation-point-announces-strategic-minority-investment-in-family-office-partners/]
[4] Deals & Recruiting Roundup: Elevation Point, LPL ... [https://wealthsolutionsreport.com/2025/07/22/deals-recruiting-roundup-elevation-point-lpl-hightower-and-more/]
[5] How Elevation Point is building growth momentum in 2025, [https://elevationpoint.com/how-elevation-point-is-building-growth-momentum-in-2025/]
[6] Elevation Point Announces Strategic Collaboration with ... [https://www.morningstar.com/news/pr-newswire/20250902ny62302/elevation-point-announces-strategic-collaboration-with-goldman-sachs-to-help-elite-partner-firms-thrive-in-independence]