Know What You Are Worth. Make Better Decisions.
Valuation Services
At ECHELON,
valuation is not a checkbox; it is a strategic tool.
Whether you are planning for growth, preparing for a transaction, or aligning stakeholders, understanding the value of your firm is essential. Our valuations are built to withstand scrutiny, inform strategy, and create clarity across ownership and leadership teams.
We serve as trusted valuation experts to the wealth and investment management industries, combining proprietary data, industry fluency, and financial rigor to produce analysis that holds up in boardrooms, negotiations, and regulatory reviews alike.
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ECHELON has been recognized as the industry’s leading investment bank four times by WealthManagement.com
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ECHELON has advised on more than 600 deals in the wealth and investment management industries
We’ve led the sale of more than 100 wealth managers, investment managers, TAMPs, and WealthTECH platforms. Our strength lies in crafting processes that are customized, strategic, and empathetic, from identifying the right buyer to negotiating terms that reflect the value you have built. We go beyond closing the deal by focusing on protecting legacies, motivating teams, and creating pathways for continued success.
We’ve led the sale of more than 100 wealth managers, investment managers, TAMPs, and WealthTECH platforms. Our strength lies in crafting processes that are customized, strategic, and empathetic, from identifying the right buyer to negotiating terms that reflect the value you have built. We go beyond closing the deal by focusing on protecting legacies, motivating teams, and creating pathways for continued success.
We’ve led the sale of more than 100 wealth managers, investment managers, TAMPs, and WealthTECH platforms. Our strength lies in crafting processes that are customized, strategic, and empathetic, from identifying the right buyer to negotiating terms that reflect the value you have built. We go beyond closing the deal by focusing on protecting legacies, motivating teams, and creating pathways for continued success.
We’ve led the sale of more than 100 wealth managers, investment managers, TAMPs, and WealthTECH platforms. Our strength lies in crafting processes that are customized, strategic, and empathetic, from identifying the right buyer to negotiating terms that reflect the value you have built. We go beyond closing the deal by focusing on protecting legacies, motivating teams, and creating pathways for continued success.
We’ve led the sale of more than 100 wealth managers, investment managers, TAMPs, and WealthTECH platforms. Our strength lies in crafting processes that are customized, strategic, and empathetic, from identifying the right buyer to negotiating terms that reflect the value you have built. We go beyond closing the deal by focusing on protecting legacies, motivating teams, and creating pathways for continued success.
We’ve led the sale of more than 100 wealth managers, investment managers, TAMPs, and WealthTECH platforms. Our strength lies in crafting processes that are customized, strategic, and empathetic, from identifying the right buyer to negotiating terms that reflect the value you have built. We go beyond closing the deal by focusing on protecting legacies, motivating teams, and creating pathways for continued success.
We’ve led the sale of more than 100 wealth managers, investment managers, TAMPs, and WealthTECH platforms. Our strength lies in crafting processes that are customized, strategic, and empathetic, from identifying the right buyer to negotiating terms that reflect the value you have built. We go beyond closing the deal by focusing on protecting legacies, motivating teams, and creating pathways for continued success.
Our Approach
Every ECHELON valuation is customized. We consider the nuances of your business model, financials, growth potential, team dynamics, and market position. Then we layer in our proprietary benchmarking data and decades of experience delivering reports that are not only defensible, but deeply useful in practice.
We work side-by-side with firm leaders, boards, and legal and tax advisors to ensure that every valuation is timely, relevant, and strategically actionable.
The ECHELON Advantage
Industry-Only Focus
We serve wealth and asset management firms exclusively, including RIAs, TAMPs, WealthTECH companies, asset managers, and others.
Data-Driven Precision
Our proprietary databases, valuation models, and benchmarking tools ensure accuracy and credibility.
Strategic Lens
We do not just deliver a number; we help you understand what drives your value and how to improve it.
Trusted by Buyers, Boards, and the IRS
Our reports are respected by investors, regulators, and counterparties alike.
Integrated with Our Advisory Platform
When valuations are part of a broader strategy such as M&A, compensation planning, or restructuring, we bring it all together seamlessly.