ECHELON Partners

Founded in 2001, ECHELON Partners is a key player in the finance, financial services, and wealth management industries. The company's slogan, "Transforming succession planning and M&A for the wealth & asset management industries through a total platform approach," reflects its commitment to providing world-class investment banking, management consulting, valuation, and research presentation services. ECHELON offers a comprehensive suite of services to founders and owners of wealth and asset management firms, ensuring excellence throughout every phase of its assignments. With a focus on delivering the best overall services, industry knowledge, relationships, and senior-level experience, ECHELON Partners stands out in the complex world of investment product developers and distributors. The company prides itself on offering a higher set of skills, expertise, and mission-critical advice to leading CEOs and industry decision-makers in the financial services industry. ECHELON's approach is built on a deep understanding of the business, an extensive network of contacts, powerful processes and databases, and a commitment to integrity and trust. The company's track record, spanning hundreds of engagements, demonstrates its proven ability to guide clients through a wide range of processes and market conditions, helping them achieve their financial objectives. Overall, ECHELON Partners' focus on delivering unparalleled expertise and guidance in the wealth and asset management space positions it as a valuable partner for industry executives and owners seeking to maximize the value for their shareholders.