Useful charts, graphs, data, and reports covering the accounts that we manage for you.

Cloud-based document vault for all your sensitive files, including statements and tax documents from your custodian.

Numbers are updated daily, generally by 8:30 am Eastern

Useful charts, graphs, data, and reports covering all of your financial accounts, whether associated with Elevate or not.

Additionally, there are spending and budgeting tools, transaction alerts, and more.

We have several options for selecting a custodian partner. The custodian is the party responsible for physically holding an account's assets, shares, and cash.

When we invest in privately held companies, we work with a third-party fund administrator who handles accounting, valuation, and investor reporting.