Echelon Partners - Overview

Echelon Partners

Echelon Partners is a Los Angeles-based investment bank and consulting firm specializing in the wealth and investment management industries. With over 20 years of experience, the firm’s principals have completed numerous M&A advisory assignments, valuations, and strategic consulting engagements, establishing Echelon Partners as a leader in its field.

The firm serves as a trusted advisor to a wide range of companies within the wealth management sector, including registered investment advisors (RIAs), financial planners, broker dealers, private banks, trust companies, high-net-worth boutiques, family offices, accounting firms, insurance companies, and aggregators. Additionally, Echelon Partners provides its expertise to investment managers such as mutual fund companies, separate account managers, hedge funds, private equity firms, venture capital firms, variable annuity managers, ETF and index manufacturers. The firm also works with service providers to these industries, including custodians, financial technology providers, record keepers, prime brokers, fund administrators, and pension consultants.

Echelon Partners assists its clients in making critical decisions related to acquisitions, sales/divestitures, investments, mergers, valuation, M&A strategy, new ventures, management buyouts, capital raising, equity sharing, and succession planning. The firm’s visionary advice and execution excellence aim to enhance the value of companies in the wealth and investment management sectors. Echelon Partners measures its success by the enterprise value it creates for its clients.

With an unparalleled level of expertise and experience in investment banking within these industries, Echelon Partners stands out as a leader in providing high-caliber advice and delivering exceptional financial results.