Elevatus Wealth Management

What Elevatus Wealth Management does

Elevatus Wealth Management is a Registered Investment Advisor with the U.S. Securities and Exchange Commission, founded in 2020 by Daniel J. Hare and Daniel F. Antocicco—industry veterans who each began serving clients in financial services in 2000 and previously worked on Wall Street before moving to an independent fiduciary model. The firm is headquartered in Victor, New York and delivers comprehensive wealth management to affluent individuals and multigenerational families, corporations, endowments, and foundations, with a stated nationwide reach. Its service catalog spans individual and family financial planning, retirement planning, investment management, estate and trust services, tax services, insurance planning, charitable planning, 401(k) and pension plan services, business interest and acquisition/exit review, and lending solutions, anchored by a core diagnostic product called The Financial Organizer that consolidates budgeting, insurance, cash flow, college, investment, and estate planning inputs into a single roadmap.

Name

Elevatus Wealth Management

Legal name

Elevatus Wealth Management

Website

https://elevatuswealth.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Elevatus Wealth Management is a Registered Investment Advisor providing holistic wealth management—including investment management, financial planning, tax, estate, and insurance services—to affluent individuals, families, corporations, endowments, and foundations nationwide from Victor, New York.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Values-Based/ESG & Impact-Focused RIAs (FSAAACAK)

akta.pro secondary industries

Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

• Wealth management services
• Investment advisory services
• Financial planning services
• Retirement planning services
• Estate planning services

Headquarters

HQ city

Victor

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Investment Advisory Services: The firm generates revenue through investment advisory fees, likely based on assets under management (AUM), as a Registered Investment Advisor providing fiduciary wealth management services to individuals, families, corporations, endowments, and foundations.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Elevatus Wealth Management is a registered investment advisor providing holistic wealth management services to affluent individuals, families, corporations, endowments, and foundations. The firm offers investment management, financial planning, retirement planning, tax services, estate planning, insurance analysis, and business planning through a fiduciary relationship, supported by a proprietary Trend Trading approach and third-party platforms such as eMoney Advisor and Charles Schwab.

Product overview

Elevatus Wealth Management is a registered investment advisory firm offering a comprehensive, holistic wealth management approach. The firm operates The Financial Organizer as its core diagnostic product—a detailed financial analysis tool covering budgeting, insurance, cash flow, investments, estate planning, and more. The firm's services include investment management, retirement planning, estate and trust services, tax services, insurance planning, and business planning. Investment management employs a Trend Trading approach combining charting-based analysis with fundamental research. The firm utilizes eMoney Advisor's software platform for financial planning scenarios and Monte Carlo analysis. Charles Schwab serves as the preferred custodian for client assets.

Differentiator

Problem solved

Functional benefit

Products and services

• The Financial Organizer A comprehensive financial analysis process that gathers detailed information across budgeting, insurance review, cash flow, college planning, investment analysis, and estate planning to provide clients with an in-depth financial roadmap.
• Investment Management Investment management encompassing alternative investments, equity and fixed-income strategies, managed account programs, socially responsible investing, market-linked investments, unit investment trusts, open and closed-end funds, and concentrated stock services.
• Retirement Planning Retirement planning including retirement modeling and feasibility analysis, income replacement study, tax-efficient savings management, 401(k) management during job transitions, healthcare expense planning, and Social Security maximization.
• Estate and Trust Services Estate planning and trust services including plan creation and implementation (trust, wills, POA), estate settlement, asset titling and beneficiaries, philanthropic gift tax planning, and trust administration.
• Tax Services Tax planning and preparation services including tax what-if scenarios, CPA-prepared tax analysis and second opinions, Roth conversion analysis, 10-40 tax optimization, and personalized tax reduction reports.
• Insurance Services Insurance analysis and planning including life insurance analysis, long-term care planning, disability analysis, and annuity review and utilization.
• Individual and Family Financial Planning Comprehensive financial planning for individuals and families including in-depth planning scenarios powered by eMoney, Monte Carlo analysis, goals-based wealth management, risk assessment, and investment personality assessment.
• Business Interest and Acquisition/Exit Review Business planning services including business valuation, key person analysis, investment banking network for sale of business, liquidity and cash management, and commercial loan financing.
• 401K Plan Services Customized 401(k) plan design, ERISA-fiduciary review of plan and DOL binder creation, educational meetings with participants, fiduciary investment menu selection, and open architecture selection of 401K provider.
• Lending Solutions Comprehensive lending services including credit cards, home financing, home equity financing, securities-based lending, and customized lending solutions.
• Trend Trading Approach A tactical trend trading approach used as an overlay to strategic asset allocations, based on charting-based analysis designed to remove emotion from buy/sell disciplines, limit downside risk in the short term, and increase upside potential over time.

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature1 record

Partnerships

Three partnerships are on record, tiered core.

• Charles SchwabcoreTechnology or IntegrationCharles Schwab serves as Elevatus Wealth Management's preferred custodian and provides back-office support. The partnership leverages Schwab's platform strength, size, and industry reputation for safety and soundness. Schwab has generated over $11 billion in net revenues and over $4 trillion in total client assets, and is designated as one of nine systemically important financial institutions by the U.S. government.
• CORE RIA SolutionscoreTechnology or IntegrationCORE RIA Solutions provides an open platform network of independent advisors, offering Elevatus the support systems needed for integrated independence while maintaining flexibility and control as a fiduciary. The partnership provides access to specialists and resources for comprehensive wealth management delivery.
• eMoney AdvisorcoreTechnology or IntegrationeMoney Advisor's software platform powers Elevatus's technology-enabled client experience, providing an intuitive interface viewable on any device, along with planning and collaboration tools. eMoney serves more than 2.9 million investors, tracks more than $2.0 trillion in aggregated assets, and is used by 46 of the nation's top 50 broker-dealers.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Buckingham Strategic Wealth: Independent, fee-only RIA serving HNW individuals and families with holistic planning, investment management, and tax/estate coordination. Operates on a fiduciary model analogous to Elevatus, including affiliated custodian/partner arrangements and a focus on evidence-based investing.
• Halbert Hargrove: Independent, fee-only RIA providing comprehensive wealth management, tax, estate, and trust services to HNW individuals and families. Closely comparable boutique RIA in service mix, fiduciary stance, and likely AUM band.
• Mercer Advisors: National fiduciary RIA providing wealth management, tax, estate, and trust services primarily to HNW households. Direct peer in offering breadth and fiduciary positioning, with significantly greater AUM, geographic reach, and M&A-driven growth.
• Carson Wealth: Independent wealth management firm offering comprehensive financial planning, investment advisory, and tax/estate services to HNW clients and institutions. Comparable holistic-service RIA model with larger scale and a more developed advisor-network ecosystem than Elevatus.
• Stratos Wealth Partners: Independent wealth management platform supporting fiduciary advisors offering financial planning, investment management, and retirement/benefit services. Operates a hybrid model similar to Elevatus's reliance on CORE RIA-style support infrastructure.
• Ritholtz Wealth Management: Independent, technology-forward RIA serving HNW clients with financial planning, investment management, and active/tactical strategies. Comparable size and similar emphasis on differentiated investment methodology and content-driven client acquisition.
• Mariner Wealth Advisors: Large independent RIA offering comprehensive wealth planning, investment management, tax, estate, and retirement services to HNW individuals, families, and institutions. Highly comparable business model to Elevatus with similar fiduciary, holistic-service positioning, but at materially greater scale.
• Creative Planning: Independent, fiduciary RIA delivering financial planning, investment management, tax, estate, and retirement services nationally. Directly comparable to Elevatus in service breadth and target client, with a substantially larger national footprint and headcount.
• Sequoia Financial Group: Fee-only RIA offering comprehensive wealth management, financial planning, and institutional retirement plan services. Comparable holistic-service model serving both HNW individuals and corporate retirement clients, with a larger national footprint.

Broad incumbents

• Schwab Wealth Advisory Services (Charles Schwab): Large incumbent wealth management division of Charles Schwab offering discretionary and advised portfolios to mass-affluent and HNW clients. Comparable investment advisory offerings, but at vastly greater scale, with Elevatus leveraging Schwab as both custodian and indirect competitor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/elevatus-wealth-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Elevatus Wealth Management