ECHELON Partners is a boutique investment bank based in Manhattan Beach, California, specializing in mergers and acquisitions (M&A) and succession planning for the wealth and investment management industries. The firm operates with a team of approximately 10 employees and generates an estimated $127 million in revenue. Under the leadership of CEO Daniel Seivert, ECHELON has built a reputation as a trusted advisor, offering a comprehensive platform of valuation, strategic advisory, and investment banking services. The firm's core offerings include sell-side and buy-side advisory, merger advisory, valuation services, and strategic consulting. ECHELON has over 20 years of experience as a FINRA-registered investment bank and has successfully advised on more than 400 transactions in its sector. Recognized three times as the top investment bank in its field by WealthManagement.com, ECHELON focuses on serving wealth management firms, registered investment advisors, and asset managers, providing tailored solutions to support their strategic growth and ownership transitions.