Echelon Wealth Partners
Financial Services • 
Toronto, Ontario, Canada • 51-100 Employees
Company overview
| Headquarters | 1 Adelaide St E, Suite 2000, Toronto, Ontario M5C 2V9, CA |
| Phone number | +16046642900 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Investment Banking, Wealth Preservation, Wealth Management, Capital Markets, Financial Planning, Private Placement |
| Employees | 51-100 |
| Socials |
Key Contacts at Echelon Wealth Partners
Nicholas Kaulbach
Managing Director Institutional Sales
Shaun Datt
Associate Director, Investment Banking
Jonathan Thompson
Managing Director, Institutional Trading
Echelon Wealth Partners Email Formats
Echelon Wealth Partners uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@echelonpartners.com), used 72% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@echelonpartners.com | 72% |
{first name}{last name} | johndoe@echelonpartners.com | 16% |
{first initial}.{last name} | j.doe@echelonpartners.com | 4% |
{last name}{first initial} | doej@echelonpartners.com | 4% |
{last name}{last name} | doedoe@echelonpartners.com | 4% |
About Echelon Wealth Partners
We’re a leading independent, Canadian-owned and operated wealth management and capital markets firm, known for our client-centered approach and entrepreneurial spirit. Echelon is a compelling option for investors seeking unbiased investment solutions, professional management and unparalleled service. We aim to build lifetime relationships and deliver superior service. Our financial professionals have the freedom to offer truly independent investment advice, always putting their clients’ needs first. We are also a growing firm, with approximately $6 billion in assets under administration and management. We service clients across Canada from our offices in Toronto, Oakville, Ottawa, London, Montreal, Vancouver, Calgary, Victoria Saskatoon, and Edmonton.
Echelon Wealth Partners revenue & valuation
| Annual revenue | $6,000,000 |
| Revenue per employee | $91,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $19,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Echelon Wealth Partners has 36 employees across 6 departments.
Departments
Number of employees
Funding Data
Echelon Wealth Partners has never raised funding before.
Echelon Wealth Partners Tech Stack
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