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.