ECHELON Partners on Improveo

ECHELON Partners

Transforming succession planning and M&A for the wealth & asset management industries through a total platform approach

On-boarding Progress

Company Information

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Conpas Rating

public

Website

https://www.echelon-partners.com/

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Overview

ECHELON Partners provides world-class investment banking, management consulting, valuation, and research presentation services to founders and owners of wealth and asset management firms.

Groups

Number of Employees

11-50

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Services Provided

Consulting

Capabilities

Industries

Serviced Businesses

Footprint

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Regions

North America

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Countries

United States Of America

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Regions

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Countries

Additional Information

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Year of foundation

2001

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Structure

Privately Held

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Industry

Professional Services