Elevate Capital Advisors

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

313 Chambers Ave Ste D, Eagle, Colorado,...

Phone Number

(970) 328-7526

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
2
2

About Elevate Capital Advisors

Elevate Capital Advisors is an SEC Registered Investment Advisor headquartered in Eagle, Colorado. Our firm was founded in 2017. The foundational idea of Elevate was (and remains) that we would simply tell you what we would want to know if our roles were reversed. This idea may seem obvious on the surface but stems directly from our extensive experience at other firms in the financial services industry which put the firm above all else - including their clients. We knew we could do it better. In fact, we knew that the bar for excellence was set so low in this industry that it would be easy to do better - just by actually doing what we say we will do.Explore more
Elevate Capital Advisors's Social MediaPopular SearchesElevate Capital Advisors LLCThird Wave Digital Asset FundElevate Capital AdvisorsNorthwestern MutualSIC Code 62,628NAICS Code 52,523Show more

Elevate Capital Advisors Org Chart

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Founder & Chief Executive Officer

PhoneEmail
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Vice President, Operations & Chief of Staff

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Elevate Capital Advisors

<$5M
1-10
Private
-
2017
$5M
1-10
Private
-
2014
Timothy Hooker, Co-Founder & Manager, Private Wealth at Dynamic Wealth Solutions
Timothy HookerCo-Founder & Manager, Private Wealth
<$5M
1-10
Private
-
2012
JR
Joseph RosarioPartner and Wealth Advisor
<$5M
1-10
Private
-
1985
PH
Paul HortonPresident & Managing Director
<$5M
1-10
Private
-
2011
MK
Maureen KimballSenior Vice President, Senior Wealth Manager
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Elevate Capital Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Elevate Capital Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Elevate Capital Advisors.

Elevate Capital Advisors Tech Stack

A closer look at the technologies used by Elevate Capital Advisors

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Frequently Asked Questions Regarding Elevate Capital Advisors

What is Elevate Capital Advisors's official website?
Elevate Capital Advisors's official website is www.elevatecapitaladvisors.com
What is Elevate Capital Advisors's Revenue?
Elevate Capital Advisors's revenue is <$5 Million
What is Elevate Capital Advisors's SIC code?
Elevate Capital Advisors's SIC: 62,628
What is Elevate Capital Advisors's NAICS code?
Elevate Capital Advisors's NAICS: 52,523
How many employees does Elevate Capital Advisors have?
Elevate Capital Advisors has 1-10 employees
What industry does Elevate Capital Advisors belong to?
Elevate Capital Advisors is in the industry of: Finance, Securities Trading
What is Elevate Capital Advisors competition?
Elevate Capital Advisors top competitors include: Taplin, Canida & Habacht,, Ratcliff Financial Services, Shoreline Financial Partners, Dynamic Wealth Solutions
What technology does Elevate Capital Advisors use?
Some of the popular technologies that Elevate Capital Advisors uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN
How do I contact Elevate Capital Advisors?
Elevate Capital Advisors contact info: Phone number: (970) 328-7526 Website: www.elevatecapitaladvisors.com
What does Elevate Capital Advisors do?

Elevate Capital Advisors is an SEC Registered Investment Advisor headquartered in Eagle, Colorado. Our firm was founded in 2017. The foundational idea of Elevate was (and remains) that we would simply tell you what we would want to know if our roles were reversed. This idea may seem obvious on the surface but stems directly from our extensive exper... ience at other firms in the financial services industry which put the firm above all else - including their clients. We knew we could do it better. In fact, we knew that the bar for excellence was set so low in this industry that it would be easy to do better - just by actually doing what we say we will do.Read More

What are Elevate Capital Advisors social media links?
Elevate Capital Advisors Linkedin page Elevate Capital Advisors Facebook page
Is Elevate Capital Advisors a public company?
Elevate Capital Advisors is private company therefore does not currently have an official ticker symbol
See more information about Elevate Capital Advisors

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