ECHELON Partners delivers industry-leading investment banking and consulting services to wealth & investment management firms seeking value creation, growth and strategic clarity in an evolving market.
Learn how we position our clients for success:
With over two decades of experience and more than 600 transactions completed, we deliver investment banking, valuation, and consulting services that move firms from ambiguity to clarity and from reactive decisions to long-term value creation.
ECHELON has advised on more than 600 deals in the wealth and investment management industries
ECHELON has more than 20 years of history operating as a FINRA-registered investment bank
ECHELON has been recognized as the industry’s leading investment bank four times by WealthManagement.com
Whether selling, merging, raising capital, or acquiring, we bring expert-led, conflict-free guidance tailored to optimize long-term outcomes and maximize deal value.
Our valuations are more than numbers. We provide strategic tools that help owners and boards align on how to create value, navigate internal transitions, plan for the future, and prepare for liquidity events.
We help clients tackle complex strategic questions with confidence, from growth planning and entity structuring to equity sharing programs and leadership succession.
Are you the owner of an independent RIA who is looking to scale back your operational duties, focus on serving clients, increase growth, and plan for your eventual succession?
With deep expertise in wealth management, we help you evaluate your options through market insight and transaction experience, guiding decisions to ensure outcomes reflect the value you have built.
Are you on the board of a wealth manager looking to raise its first round of institutional capital to help fuel the company’s next stage of growth and generate a meaningful liquidity event?
We advise boards through critical inflection points, providing the perspective and experience needed to navigate complexity, align stakeholders, and ensure a disciplined, well-executed process.
Are you an advisor at a major wirehouse or broker dealer who is looking to transition to the independent RIA segment and achieve a partial liquidity event in the process?
We guide advisors through the transition to independence, helping you define a path aligned with how you operate and the outcomes you seek to achieve.
