ECHELON Partners Named a Multiple Finalist in the wealthmanagement.com 2017 Executive Forum and Industry Awards

The ECHELON Deal Report is unrivaled as it is the most in-depth reporting on RIA deals, breakaway broker activity, investment management deals and a new category for transitions in the wealthTECH industry.

ECHELON Partners, the leading investment bank for the wealth and investment management industries, with a total platform approach of valuations, M&A and management consulting services, announced today that has been named a multiple finalist in the prestigious wealthmanagement.com 2017 Executive Forum and Industry Awards for the Investment Banks/Lenders/Succession Planning Consultants category #WMIA17. Now in its 3rd year, the 2017 Executive Forum and Industry Awards recognizes companies for innovation and achievement that support financial advisor success. A judging panel of eight industry luminaries awarded ECHELON Partners among a number of applicants with two of the nominations in this category.

ECHELON Partners is a finalist for the RIA M&A Deal Report. This research report and website, https://www.riadealbook.com, was developed to identify the key transactions and M&A trends in the RIA, Broker/Dealer, Hybrid, wealthTECH and investment management marketplace and is often cited throughout the financial services industry. The ECHELON Deal Report is unrivaled as it is the most in-depth reporting on RIA deals, breakaway broker activity, investment management deals and a new category for transitions in the wealthTECH industry.

Additionally, ECHELON Partners is also a finalist for the launch of a new firm, RIA Valuations, https://www.ria-valuations.com. This new approach provides valuation services combined with practice management support specifically for RIA firms. The new company provides a robust product and resource suite that…

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