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.
View Top Employees from ECHELON PartnersWebsite | http://www.echelon-partners.com/ |
Revenue | $8 million |
Employees | 19 (17 on RocketReach) |
Founded | 2001 |
Address | 1500 Rosecrans Ave. Suite 416, Manhattan Beach, California 90266, US |
Phone | (888) 560-9027 |
Technologies |
JavaScript,
HTML,
Twitter
+16 more
(view full list)
|
Industry | Investment Banking, Finance General, Finance, Management Consulting, Valuation, Research Presentations |
Web Rank | 16 Million |
Keywords | Echelon Partners, Echolon Partners |
Competitors | Athena Capital Partners, Inc., Brock Capital Group, Cabrillo Advisors, Salem Partners LLC, Westwood Capital |
SIC | SIC Code 62 Companies, SIC Code 621 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 5231 Companies, NAICS Code 523 Companies, NAICS Code 523110 Companies, NAICS Code 52311 Companies |
Looking for a particular ECHELON Partners employee's phone or email?
The ECHELON Partners annual revenue was $8 million in 2024.
Michael Wunderli is the Managing Director of ECHELON Partners.
17 people are employed at ECHELON Partners.
ECHELON Partners is based in Manhattan Beach, California.
The NAICS codes for ECHELON Partners are [52, 5231, 523, 523110, 52311].
The SIC codes for ECHELON Partners are [62, 621].