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.
Company Details
- Employees
- 26
- Founded
- -
- Address
- 2321 Rosecrans Ave,
- Phone
- +1 888 560 9027
- in****@****ers.com
- Industry
- Investment Banking
- NAICS
-
Investment Banking and Securities Dealing
- Website
- http://www.echelon-partners.com/
- Keywords
- 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, Executive Compensation.
- HQ
- El Segundo, California
Echelon Partners Questions
Echelon Partners's helpline number is +1 888 560 9027
Echelon Partners's website is http://www.echelon-partners.com/
Echelon Partners's LinkedIn profile is https://www.linkedin.com/company/echelon-partners
Echelon Partners has
26 employees.
View email and phone details for 26
employees at Echelon Partners.
Echelon Partners's industry is
Investment Banking
Echelon Partners's top competitors are
Salem Partners Llc,
Greif & Co.,
Martinwolf | M&a Advisors,
Devoe & Company,
Delmorgan & Co.,
Bel Air Investment Advisors,
Vaquero Capital,
Intrepid Investment Bankers,
D.a. Davidson Equity Capital Markets,
L Squared Capital Partners.
Echelon Partners's support email address is info@echelon-partners.com
Echelon Partners's categories are Investment Banking
Echelon Partners's founding year is 2001
