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Private Wealth Daily
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Emigrant Partners

In network coverage since August 19, 2026 · 6 stories
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Recruiting & transitions

Elevation Point takes minority stake in $750M UBS Las Vegas breakaway

Truing will run under Elevation Point's corporate RIA and custody client assets with Goldman Sachs Custody Solutions.
M&A · Oct 20Elevation Point takes minority stake in $750M ex-UBS team Truing Capital Advisors
M&A · Sep 29Waverly to buy a $1.7B Richmond RIA, its 36th deal since Aspire's 2021 stake
M&A · Sep 25Verdence's second deal tests whether the roll-up can staff itself
M&A · Aug 26RIA M&A assets nearly double on fewer, bigger deals
Succession & selling a firm · Aug 19Carlyle's $2.8 billion MAI bet re-prices the RIA exit
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