ECHELON is a partner for top-tier wealth and investment management firms, relying on its investment banking expertise, strategic advisory, and valuation services to drive exceptional results. With experience as operators and investors, it provides the insight, processes, and guidance to enhance strength and achieve success. The firm recognizes that remarkable financial services companies are built by exceptional people.
With over 20 years of experience as a FINRA-registered investment bank, ECHELON’s proprietary valuation approach is esteemed as the industry standard. With over 400 advised deals in the wealth and investment management sectors, ECHELON Partners has thrice been honored as the industry’s top investment bank by WealthManagement.com.