Elev8te Targeted Focus Areas
Leadership Strategy
CRM Optimization
Enhancing CRM systems to improve client engagement, streamline workflows, and support data-driven decision-making.
Wealthtech Strategy
Guiding firms to leverage the latest technology for a competitive edge, while aligning with business objectives and regulatory standards.
Wealthtech Product Design
Developing innovative, user-centered digital products tailored to wealth management clients.
Interim CTO Support
Providing experienced technology leadership to manage IT strategies, vendor relationships, and system optimizations during critical growth phases.
Vendor Selection & Due Diligence
Operational & Workflow Structure
Designing efficient workflows and operational structures to eliminate bottlenecks, reduce costs, and improve service delivery.
Project Oversight & Execution
Delivering structured project management with a focus on efficiency, transparency, and results.
Our Mission
Elev8te 's mission is to help wealth management and wealthtech firms grow through digital transformation - aligning leadership, optimizing operations, and integrating technology - to deliver better client experiences and scalable results.
Who We Help
Empower RIAs with digital tools and workflow automation to boost client engagement and operational efficiency.
Implement secure, integrated platforms to support multi-generational wealth and family governance needs.
Drive digital transformation for compliant, agile operations that enhance trading and client service.
Build scalable infrastructure and product roadmaps to enable rapid growth while ensuring quality and digital experience.
Modernize systems to strengthen security, data management, and client services.
Over 25 Years Experience - Meet the Founder of Elev8te
With a strong foundation in SaaS strategy, technology leadership, and product management, Ed has guided firms through complex digital transformations, achieving substantial operational improvements and revenue growth. His roles as an outsourced CTO and trusted technology advisor have allowed me to help firms align their technology ecosystems with business goals, resulting in more efficient, compliant, and profitable operations. Through vendor assessments, CRM optimization, and workflow restructuring, he has delivered solutions that improve both advisor and client experiences, laying a sustainable foundation for long-term growth.
- In previous leadership roles, he directed multimillion-dollar technology projects, streamlined workflows to boost margins, and maintained 100% client satisfaction through targeted product delivery.
- His experience enables Elev8te Consulting to provide wealth management firms and technology providers with strategies that support growth while maintaining the highest standards in client engagement, security, and operational efficiency.