ECHELON Partners was an invaluable advisor in our merger, providing the clarity and trusted guidance needed to navigate complex decisions and build toward our long-term vision.
Our Focus
Product Distributors
such as RIAs, hybrid firms, broker-dealers, trust companies, banks, wirehouses, and insurance brokerages.
Product Manufacturers
including traditional asset managers (mutual funds, ETFs, SMA providers), alternative asset managers (private equity, hedge funds), and insurance carriers (variable and fixed annuity providers).
Service Providers
like WealthTECH platforms, turnkey asset management platforms (TAMPs), and financial technology companies.
This expansive view gives us a unique edge and allows us to deliver more precise, relevant, and strategic advice across every engagement.
The ECHELON Advantage
At ECHELON Partners, our advantage is a rare combination of scale, deep specialization, and strategic perspective—so you can move forward with confidence.
Recent Deals
We’ve advised on over 600 landmark transactions.
Testimonials
Patrick Collins |
Greenspring Advisors
ECHELON brought the expertise, discipline, and deal experience we needed to navigate a highly complex transaction and achieve an outcome we could not have reached on our own.
Tim Krueger |
Partner, KFMBA
ECHELON Partners removed the guesswork from our first transaction, bringing the expertise needed to navigate succession and execute with confidence.
