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.

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Our Mission

Our professionals are experts 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.<

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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


Our principals have invested in, operated, and advised wealth and investment management companies for more than 20 years. ECHELON is dedicated towards providing expert advice to clients, allowing them to build long-term value

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About-Why Echelon

ECHELON's Team of Dealmaking Experts

Daniel Seivert

CEO & Managing Partner

Michael Wunderli

Managing Director

Barnaby Audsley

Senior Vice President

Brett Mulder

Senior Vice President

Andrea Polizzi

Event Coordinator

Sam Sphire

Senior Associate

Ayad Rahman


Ryan Blackburn

Senior Analyst