About ECHELON

We are a boutique investment bank focused on M&A and succession planning for the wealth and investment management industries. Our advice is driven by a total platform approach that encompasses valuation, strategic advisory and consulting, and investment banking.

Hero Image

Our Mission

Our professionals are leaders in the industry sectors we cover—dedicated to creating unique and powerful solutions for our clients. We value long-standing relationships with our clients, and we know it takes great people to build great financial services companies. ECHELON’s professionals are dedicated to helping you build yours.<

Learn more about our services
Our Mission

400+ ECHELON has advised on more than 400 deals in the wealth & investment management industries
3x ECHELON Partners has been recognized as the industry’s leading investment bank three times by WealthManagement.com
20+ ECHELON has more than 20 years of history operating as a FINRA-registered investment bank

Why ECHELON

Our principals have invested in, operated, and advised wealth and investment management companies for more than 20 years.  ECHELON has a unique set of qualifications, providing unrivaled advice and helping clients build long-term value.

Learn More about our Industry-Leading ReSEARCH
About-Why Echelon

ECHELON's Team of Dealmaking Experts

Daniel Seivert

CEO & Managing Partner

Michael Wunderli

Managing Director

Brett Mulder

Vice President

Barnaby Audsley

Vice President

Andrea Polizzi

Vice President

Sam Sphire

Associate

Thomas Wida

Analyst