With Ellevate, your firm gets a team of industry experts that bring a healthy balance of discipline and technology solutions to improve operational efficiencies and scalability allowing wealth management firms to focus on their core strengths, deepening client relationships and growing a successful business.
| Website | https://ellevateft.com/ |
| Employees | 21 (8 on RocketReach) |
| Founded | 2023 |
| Industry | Financial Services |
| Keywords | Wealth Management, Financial Technology, Financial Services, Advisor Technology, Technology Solutions, Investment Management, Client Management, Business Consulting, Consultative Services, Operational Efficiency, Portfolio Management, Regulatory Compliance, Team Solutions, Financial Planning, Scalability, Asset Management, Risk Management, Operational Improvement |
| Competitors | Ellevation Education, Catalyst Inc., Girls Who Code, Women Who Code, WBENC, WITI (Women in Technology International), NAWBO National, Black Women Talk Tech, The Riveter, Lean In +25 more (view full list) |
Looking for a particular Ellevate employee's phone or email?
Ellevate Questions
Michelle Odom is the Founder and CEO of Ellevate.
8 people are employed at Ellevate.
Ellevate is based in Ponte Vedra Beach, Florida.
Top Ellevate Employees
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Michelle Odom
Founder and CEO at Ellevate
Ponte Vedra Beach, FL, US33 -
Joshua Davison
Vice President of Consulting at Ellevate
Boca Raton, FL, US33 -
Jessica Young
Director of Operations at Ellevate
Ocala, FL, US24 -
Holmer Moran
Senior Data Engineer at Ellevate
Miami, FL, US31 -
Julie Grehl
Vice President of Data Engineering at Ellevate
Ponte Vedra Beach, FL, US33 -
Alexandra Romanello
Sr. Platform Consultant, Team Lead at Ellevate
St. Augustine, FL, US33 -
Nick Grimsley
Operations Analyst - Alternative Investments at Ellevate
Jacksonville, FL, US1 -
Kayla Gandert
Senior Consultant at Ellevate
United States2
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