The wealth and investment management industries’ elite firms rely on ECHELON’s investment banking expertise, strategic advisory, and valuation services to bring their vision to life, power their performance, and drive exceptional business results. As previous operators and investors, we have the people, processes, and advice that can help you unlock value, build strength, and realize success. 


Our Services

Investment Banking

ECHELON provides sell-side, buy-side, and merger advisory services to wealth and investment managers seeking strategic growth, partnership, and succession solutions.

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Management Consulting

ECHELON’s team of professionals solves the most complex strategic planning, human capital, organizational, and structural challenges facing wealth and investment managers.

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ECHELON’s innovative and proprietary approach to valuing wealth and investment managers is widely recognized as the industry’s gold standard.

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Passion & Purpose: We Help Our Clients Achieve Their Business and Personal Goals

Like you, we are entrepreneurs. Our highly personalized guidance empowers the entrepreneurial spirit and delivers unparalleled results for firm founders, their employees, and their clients.

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Cliffs Ocean Passion and Purpose

Our Clients & Select Engagements

ECHELON's Professionals & How We Can Help

ECHELON's professionals are leaders in the industry sectors we cover, dedicated to creating unique and powerful solutions for our clients. We know what it takes to build great financial services companies, and our high-quality network of industry-specific relationships gives us the ability to conduct valuable research, make powerful introductions, and achieve greater success for ECHELON clients. 

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