ECHELON Partners

ECHELON Partners provides world-class investment banking, management consulting, valuation, and research presentation services to founders and owners of wealth and asset management firms. ECHELON ensures a high level of excellence in all phases of its assignments, from the profiling of client needs to project completion. Clients want and deserve the best in overall services, industry knowledge, relationships, and senior-level experience. In the complex world of investment product developers and distributors, we believe no other firm offers a higher set of skills, expertise, and mission-critical advice to leading CEOs and industry decision makers. When you want to explore your firms highest...

Investment banking,management consulting,valuation,research presentations,succession planning,m&a,succession transactions,nextgen,transitions,wealth management,investment management,wealthtech,rias,hybrids,independent broker/dealers,strategic planning,continuity planning,compensation design,equity sharing plan design,strategy,expert witness,speaker,internal succession planning,external sale of business,wealth management,asset management,investment management,rias,ibd,hybrid,wealth managers,ceos,and executive compensation

Echelon partners operates in the Investment banking industry.

Echelon partners's revenue is 11m - 100m

Echelon partners has 11 - 50 employees.