Nick Wankier.

Nick Wankier

Here's a little about me: what I like to build, what I'm learning about, and what I do for fun

● Currently in Southern California

Work

What I've Helped Build

$2B→$12B
Translated AUM growth into headcount and infrastructure requirements
Completed Transactions
9 partner firm transactions from investment through self-sufficiency
~$1.7B
Responsible for negotiating the AUM transfer from a partner firm investment

Platform Architecture

Helped build Elevation Point's platform, deploying each partner firm's core tech stack across reporting, trading, advisor billing, and CRM.

An AI Layer for Advisors

Leading an MCP-based build so advisors can run workflows across their data in plain English.

Executive Reporting

Use Addepar to measure net cash flow and solution adoption across partner firms for the executive team.

Path to Independence

Authored the partner firm onboarding-to-independence playbook, covering asset migration, systems configuration, and upsell points.

Elevation Point

A growth partner for independent wealth advisors, from teams breaking away from larger firms to established RIAs. It takes minority stakes so advisors keep their brand and ownership, then supports them with operations, investment solutions including private markets, and family office services.

Experience

  1. 2025–

    VP, Platform · Elevation Point

    Own the platform relationship for nine partner firms. Based in Southern California.

  2. 2024–25

    Founding Member · THECE Wealth Management

    Helped stand up an RIA focused on alternative investments and negotiate manager pricing.

  3. 2024

    Advisory Analyst · Corient

    Supported family offices and ultra-high-net-worth founders. Ran a ~$230M dividend equity model.

  4. 2024

    B.S. Finance · BYU Marriott

    Graduated with a 3.9 GPA and made the Dean's List.

  5. 2023

    PE Summer Analyst · Future Standard

    Primaries, secondaries and private credit. 40+ deal screens and 20+ IC memos.

Full resume, GitHub & LinkedIn →

Outside work

What I'm Into

Racing

Completed Ironman Arizona in 11 hours and 40 minutes.

2.4 mi swim112 mi bike26.2 mi run

Climbing

Some recent hikes include the Minami Alps and Santnerpass.

Sample Digging

Finding fun soul, jazz and sound bites inside hip-hop tracks.

Service

Coordinated twice-yearly trips for 50+ volunteers to Rancho La Hermosa in Tijuana with MAJI Global.

Lately

Recent Media

Updated November 2026