ECHELON's Client Focus

Clients want and deserve the best service, industry knowledge, relationships, and experience. In the complex world of wealth and investment managers, investment product developers, and distributors, we believe no other firm offers a more robust set of skills, expertise, and mission-critical advice to leading CEOs and industry decision makers. When you want to explore your firm’s highest potential, consider ECHELON Partners’ full suite of investment banking, consulting, and valuation services. 

 

ECHELONs Client Focus

The Sectors We Serve

Investment Product Distributors

  • Registered Investment Advisors
  • Private Banks & Trusts
  • HNW Boutiques
  • Family Offices & MFOs
  • Broker-Dealers (National)
  • Broker-Dealers (Independent)
  • Financial Planning Firms
  • Wirehouses
  • Accounting Firms
  • S&Ls
  • Insurance Brokers
Investment Product Distributors

Intermediaries, Technology Providers, & Service Companies

  • Financial Technology Providers
  • Financial Information Providers
  • Custodians & Clearing Firms
  • Traders & Market Makers
  • Pension Consultants
  • Retirement Plan Administrators
  • Mutual Fund Administrators
  • Transfer Agencies
  • Benefit Consultants
  • TAMPs
  • Wealth Management Technology Providers
Intermediaries, Technology, and Service Companies (1)

Investment Product Developers / Manufacturers

  • Mutual Fund Managers
  • Separate Account Managers
  • Insurance Companies
  • Private Bank & Trust Companies
  • Private Equity Managers
  • Variable Annuity Managers
  • ETF Managers
  • Index Fund Managers
  • Venture Capital Firms
  • Hedge Fund Managers
  • REIT Managers
Investment Product Developers_Manufacturers

Select Engagements

LM Kohn x Wealth Engancement
Total Wealth Planning x Carson
Wealthstream x Greenspring
Paul Group x United Capital
Legacy Knight
Simon Quick x Proquility
55 North x F4
Monterey x Creative Planning
KFBMA x New Edge
Prio x Cerity
Lee Equity
Credent x Crestline
Tru x Sanctuary
PRW x Edelman
Align x Edelman
Private Asset Management x Mercer
Syntrinsic x IMA
Erman x Edelman
Integrated Wealth x Carson
Pacific Portfolio x Conway Jarvis
Earth Equity x Prime Capital
Hayes x Mariner
Bohmer x WEG
SEI x RCP
HFW x Mariner
Adhesion x AssetMark
Simon Quick x Red Hook
Daintree x Cerity
Bainco x Cerity
Oakwood x WEG
Paradigm x Creative Planning
RTS x Mariner
OBS x Asset Mark
Sullivan x Serwitz
Pinnacle x Mariner
Sawtooth x Simplicity
WMG x Focus
Wealthstream x Lifetime
Glowacki x Aspiriant
Old Dominion x Union
TRX x Morningstar
Bordeaux x Focus
Corient
Junxure x Advisor Engine
Wealthstream x Horizon
Collins
Massey Quick x Simon Quick