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Tuesday, October 20, 2026The Morning Brief →Sign in
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Elevation Point

In network coverage since August 26, 2026 · 3 stories
1Deals on our tracker
Deal recordFull tracker →
Oct 19, 26Deal announcedTruing Capital Advisors · $750M — coverage
Network coverage
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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 · Aug 26RIA M&A assets nearly double on fewer, bigger deals
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