ECHELON Partners
HQ Address
1208 N Ardmore Ave., Manhattan Beach, CA 90266, United States
Website Address
Business introduction
The ECHELON Edge
The wealth and investment management industries’ elite firms rely on ECHELON’s investment banking expertise, strategic advisory, and valuation services to bring their vision to life, power their performance, and drive exceptional business results
We are a boutique investment bank focused on M&A and succession planning for the wealth and investment management industries. Our advice is driven by a total platform approach that encompasses valuation, strategic advisory and consulting, and investment banking.
Our mission
Our professionals are experts in the industry sectors we cover - dedicated to creating unique and powerful solutions for our clients. We value long-standing relationships with our clients, and we know it takes great people to build great financial services companies. ECHELON’s professionals are dedicated to helping you build yours.
ECHELON Partners Solutions
Investment Banking
If you are contemplating a sale, acquisition, or seeking a strategic partner, our team of experienced investment bankers stands ready to offer expert guidance and execution support. Sell-side expertise ECHELON has led the sale of over 100 wealth and investment managers and WealthTech firms over the last 20 years. Our industry expertise,......
