Elevate Partnerships
Elevate Banking can serve as an extension to your business.
Who We Serve
Accounting Firms
Not every part of your clients financial picture needs to be complex. We want to help provide them with a seamless banking experience.
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Attorneys
Specializing in working directly with Corporate Attorneys, Trust & Estate and Real Estate Attorneys.
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Family Offices
A concierge experience for the client and the advisor of the Family Office. We can provide a direct extension to your unique business.
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Consulting Firms
Now, everything can be done remotely from almost anywhere with the guidance and personalized support of our private bankers.
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White Glove Service
With our unique concierge service and a relationship advisor to helping to manage your client’s experience, we make banking easy.
Specialized Products
Our tailored deposit and lending products including specialized rates and complimentary services are designed to address your clients specific financial goals.
Customized Account Access
With a Concierge Service Agreement, you’ll have customized account access privileges for seamless management of your clients funds.
Meet The Team
Savy Ouk-Fernandes
About Elevate Banking
Founded with a vision of offering forward-thinking products and services to help our clients and advisors achieve their financial goals, Elevate Banking provides a world-class premier relationship banking experience to help you achieve the next level of financial success and security. And with a focus on long-lasting, prosperous client relationships built on trust and transparency, Elevate Banking offers you a personal advisor to assist with everything from account opening to expert financial guidance at every turn.
