About Us - ECHELON Partners

Recent Deals

Our Mission

To help wealth managers realize the full value of their business while preserving the legacy they have built. We act as advocates, operators, and long-term strategic partners.

Our Core Values

INSIGHT

Insight-Led: We pursue depth, not noise.

Our Team

Led by founder Dan Seivert, our team includes professionals with private equity, investment banking, consulting, and operator backgrounds. Meet the people driving our client results.

Award Wins

Recognized as the leading investment bank in wealth management by numerous industry organizations.

4-Time
Wealth Management Industry Award Winner for M&A
Deal Support

This award is a testament to the hard work of our team and the trust our clients place in us to guide them through the complexities of dealmaking.

4-Time
Wealth Management Industry Award Winner for M&A
Deal Support

This award is a testament to the hard work of our team and the trust our clients place in us to guide them through the complexities of dealmaking.

4-Time
Wealth Management Industry Award Winner for M&A
Deal Support

This award is a testament to the hard work of our team and the trust our clients place in us to guide them through the complexities of dealmaking.

4-Time
Wealth Management Industry Award Winner for M&A
Deal Support

This award is a testament to the hard work of our team and the trust our clients place in us to guide them through the complexities of dealmaking.