ECHELON Partners
Investment, Funds and Trusts • 
2321 Rosecrans Ave, Suite 3285, United States • 21-50 Employees
Company overview
| Headquarters | 2321 Rosecrans Ave, Suite 3285, El Segundo, California 90245, US |
| Phone number | +18885609027 |
| Website | |
| SIC | 621 |
| Keywords | Management Consulting, Strategy, Investment Banking, Strategic Planning, Succession Planning, Expert Witness, Wealth Management, Valuation, Speaker, Nextgen, Executive Compensation, Asset Management, IBD, M&A, Investment Management, Hybrids, Transitions, Hybrid, Continuity Planning, Ceos, Wealth Managers, Compensation Design, Research Presentations, Rias, Equity Sharing Plan Design, External Sale Of Business, Independent Broker/Dealers, Internal Succession Planning, Succession Transactions, Wealthtech |
| Founded | 2001 |
| Employees | 21-50 |
| Socials |
Key Contact at ECHELON Partners
Dan Seivert
Ceo And Managing Partner
ECHELON Partners Email Formats
ECHELON Partners uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@echelon-partners.com), used 71.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@echelon-partners.com | 71.4% |
{first initial}{last name} | jdoe@echelon-partners.com | 28.6% |
About 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 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 revenue & valuation
| Annual revenue | $30,200,000 |
| Revenue per employee | $1,205,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment, Funds and Trusts industry and current estimated revenues | $96,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
ECHELON Partners has 10 employees across 4 departments.
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Number of employees
Funding Data
ECHELON Partners has never raised funding before.
ECHELON Partners Tech Stack
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