DEPEND ON ELEVATE

Your growth is our only priority

When platforms are acquired, product innovation becomes a secondary priority. The roadmap takes a back seat to system integrations, branding efforts, and difficult consolidation decisions. At Elevate, your growth is our only priority.

Stable & Independent

Our funding and focus are unaffected by the current PE-backed restructuring troubles in the market.

Stable & independent →

Modern & AI-Enabled

Built on modern code with end-to-end automation, we are engineered to perform in a way that legacy systems just can't.

End-to-end automation →

Dependable & Future-focused

With 25 releases a year and a 99% on-time delivery rate, you never have to apologize to clients for misses.

99% on-time delivery →

CHOOSE YOUR PACE

Implementation made easy

We know it's difficult to consider a new system, but we also know it's worth it.
Instead of rip and replace, we offer a tiered migration strategy designed to fit your business.

CRAWL

Start with new business

Start with new business or pilot groups to build team confidence without affecting your core legacy book.

WALK

Transition specific product lines

Use our AI transfer tools to work on technical mapping and reduce manual work as you migrate product lines.

RUN

Full enterprise migration

Fully migrate your enterprise book once your team is ready and make the final transition a coordinated step toward total automation.

YOU'RE IN A GOOD COMPANY

Industry leaders chose Elevate

Industry leaders like Rocky Mountain Reserve, Gusto, and Rippling chose Elevate
to upgrade their offerings. They realize that while initial integration requires effort,
the long-term ease of use and reduced client support needs are worth it.

With Elevate, Rocky Mountain Reserve:

Transitioned 80K accounts
Transferred $58M+ assets
Made $8M AI-automated HSA transfers
Completed the process in 18 weeks total transition time

We see great things happening with the move to Elevate. This is honestly the best software transition we've ever been a part of. The power of Elevate's technology, combined with the level of expertise and responsiveness from the Elevate team, made this a win-win.

Wendy Warnick

Finance Team Lead, Rocky Mountain Reserve

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The decision to partner with Elevate was driven by our commitment to deliver the best possible experience for our small business customers. Elevate's technology allows us to streamline our consumer account offerings, so our customers can enroll in, manage, and use these tax advantaged accounts with ease.

Julia Miller

General Manager & Head of Benefits, Gusto

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Since the integration with Elevate, Gusto has seen:

26% reduction in questions per customer
57% increase in customer likelihood to recommend Gusto products and services
51% increase in customer satisfaction

While partnering with Rippling, Elevate:

Migrated over 3,400 clients representing over 100,000 consumer accounts
Managed 15 million API calls a week
Deployed over four months

It's such a pleasure working with a modern system and such a dedicated team. Elevate was supportive and met us where we are. Whenever we had a question, be it process or tech, we got an answer in very short order. It made for a very efficient integration.

Tomer Schwartz

Head of Product, Rippling

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FOR HIGH GROWTH TPAs

Risks of standing still

Your growth is our only priority

Implementation made easy

Industry leaders chose Elevate

See how it works