What Makes ECHELON Different

At ECHELON Partners, our clients always come first. By putting our clients first, we ensure that we meet and exceed their expectations and deliver visionary advice and execution excellence. Additionally, ECHELON Partners brings a unique set of qualifications that make us a leader in strategic advisory and financial services. Some of our qualifications are summarized below:

ECHELON Partners Consistently Recognized by Industry Professionals
ECHELON Partners is consistently regarded atop its peers by management teams, company boards, and industry service providers. Our Founder and Managing Partner, Dan Seivert, has been involved in some of the industry’s most prominent engagements and is recognized among the top investment bankers in the investment industry. Clients continue to put their faith, trust, and shareholder value into the hands of ECHELON Partners because they know we are dedicated to meeting and exceeding their objectives.

Wealth and Investment Management Industry Experience
ECHELON Partners is the only investment bank and consulting firm focused exclusively on investment product developers, distributors, and intermediaries. Clients want experts who understand their industry—its trends, and challenges. Our relentless focus on these sectors allows us to relate these dynamics to meet the specific needs of our clients in a way no other investment bank or consulting firm can.

Execution Experience and Excellence
ECHELON Partners’ senior investment banking professionals come with years of significant transaction experience from leading investment banks and private equity firms, where they were leaders in their respective areas. These senior professionals have evaluated and executed some of the most complex M&A and financing transactions in this industry, delivering unmatched execution capabilities to our clients. In so doing, they have built ECHELON’s reputation for professionalism and excellence in transaction and project execution.

Deep Relationships with Industry Leaders and Centers of Influence
A robust network of deep, long-standing relationships gives ECHELON the ability to conduct valuable research, make powerful introductions, and achieve success in client engagements. We believe the quality of our senior-level relationships is unmatched and extends the magnitude of our experience and expertise with a simple call.  ECHELON leverages its extensive relationships within the wealth and investment management industries to execute superior client solutions.

Client Focus and Integrity
Our clients’ interests always come first. Our unrelenting integrity and client commitment are paramount to our success and permeates everything we do. We are dedicated to building lasting, long-term relationships with our clients. We are able to commit our most senior resources to clients and their respective projects from beginning to end. Thus, unlike larger investment banks or consulting firms, we provide clients with a true partnership regarding their most mission-critical strategic decisions.

Affinity toward Entrepreneurship
ECHELON’s professionals have worked side by side with hundreds of entrepreneurs.  Whether at a small start-up or inside a large corporation, we know entrepreneurs often like to go it alone.  At some point, however, outside assistance becomes a requisite for the success of a company’s promising ventures.  Mindful of this necessity, ECHELON is dedicated to providing the constructive guidance its clients passionately need to bring their dynamic ideas to fruition.

Our mission is to be the premier INVESTMENT BANK and CONSULTING FIRM focused exclusively on the wealth and Investment management industry. 


ECHELON is driven by the excellence that results from combining an entrepreneurial environment that emphasizes TEAMWORK with a culture rooted in INTEGRITY, COMMITMENT, and PASSION