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 firm’s highest potential, consider ECHELON's full suite of investment banking, consulting, and valuation services. With years of transaction experience on some of the most strategic transactions in the industry, we bring our unique approach to your firm to maximize value to your shareholders.

We believe that the keys to successfully serving clients in this industry are a deep understanding of the business, an extensive network of contacts, a powerful set of processes and databases, and integrity and trust. ECHELON is committed to bringing all of these qualities to every engagement we handle. With a track record spanning hundreds of engagements, our team understands the unique needs of financial services industry executives and owners. We have a proven ability to guide our clients through a wide range of processes and market conditions to achieve their financial goals.

ECHELON Partners

Dan Seivert

This department focuses on financial advisory services, capital raising, and facilitating mergers and acquisitions.

Investment Banking

This department provides strategic direction and oversight for the organization, guiding overall business decisions and operations.

Executive Leadership

This department focuses on analyzing market trends and conducting research to inform strategic decisions.

Marketing and Research

This department oversees marketing strategies and coordinates administrative functions to support organizational objectives.

ECHELON Partners

Org chart

Teams

Investment Banking

Executive Leadership

Marketing and Research

Marketing and Administration

Offices

ECHELON Partners

Org chart

Teams

Investment Banking

Executive Leadership

Marketing and Research

Marketing and Administration

Offices

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