Insights

Strong Market Presence Echelon Group is the top-ranked financial services firm in Boise and surrounding areas, indicating a solid local customer base and potential for expanding regional financial service offerings.

Growth Potential With an annual revenue ranging from 10 to 25 million dollars and a relatively small team of 11 to 50 employees, there are opportunities to introduce scalable financial technology solutions and advisory services to support growth.

Technology Adoption Utilizing advanced tech stack components such as Microsoft Azure and Cloudflare indicates openness to leveraging cloud and cybersecurity solutions, creating avenues for offering tailored digital transformation tools.

Compliance & Trust As an SEC-registered investment advisor, Echelon Group values regulatory compliance and security, presenting opportunities to introduce compliance management solutions or cybersecurity enhancements.

Expansion Opportunities Comparable companies in the financial services sector with larger employee bases suggest potential to scale operations or adopt enterprise-level financial management and HR solutions as the firm grows.

Echelon Group Tech Stack

Echelon Group uses 8 technology products and services including Twemoji, HeadJS, Microsoft Azure, and more. Explore Echelon Group's tech stack below.

  • Twemoji
    Font Scripts
  • HeadJS
    Javascript Libraries
  • Microsoft Azure
    Platform As A Service
  • PHP
    Programming Languages
  • HSTS
    Security
  • Cloudflare Bot Management
    Security
  • HTTP/3
    Web & Portal Technology
  • Google Analytics
    Web Analytics

Media & News

Echelon Group's Email Address Formats

Echelon Group uses at least 1 format(s):
Echelon Group Email FormatsExamplePercentage
FLast@echelongroup.comJDoe@echelongroup.com
47%
LFirst@echelongroup.comDJohn@echelongroup.com
3%
FLast@echelongroup.comJDoe@echelongroup.com
47%
LFirst@echelongroup.comDJohn@echelongroup.com
3%

Frequently Asked Questions

Where is Echelon Group's headquarters located?

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Echelon Group's main headquarters is located at 405 West Myrtle Street Suite 100 Boise, Idaho 83702 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Echelon Group's phone number?

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You can contact Echelon Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Echelon Group's official website and social media links?

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Echelon Group's official website is echelongroup.com and has social profiles on LinkedIn.

What is Echelon Group's SIC code NAICS code?

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Echelon Group's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Echelon Group have currently?

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As of March 2026, Echelon Group has approximately 26 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer: E. L. R.Vice President Employee Benefits: D. H.Account Manager/Benefits Specialist: A. L.. Explore Echelon Group's employee directory with LeadIQ.

What industry does Echelon Group belong to?

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Echelon Group operates in the Financial Services industry.

What technology does Echelon Group use?

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Echelon Group's tech stack includes TwemojiHeadJSMicrosoft AzurePHPHSTSCloudflare Bot ManagementHTTP/3Google Analytics.

What is Echelon Group's email format?

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Echelon Group's email format typically follows the pattern of FLast@echelongroup.com. Find more Echelon Group email formats with LeadIQ.

When was Echelon Group founded?

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Echelon Group was founded in 2004.

Echelon Group

Financial ServicesIdaho, United States11-50 Employees

Echelon Group Inc. is the top ranked financial services company in Boise and the surrounding area. We offer 401(k) and business financial services as well as individual asset management and financial planning. 

It all starts with a conversation, so please give us a call to arrange a face-to-face meeting to get to know each other.

Please see our website for additional information and disclosures. Third-party comments may not be representative of all customer experiences.

Advisory services offered through Echelon Group, Inc., an SEC Registered Investment Advisor.

Section iconCompany Overview

Headquarters
405 West Myrtle Street Suite 100 Boise, Idaho 83702 United States
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
2004
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Echelon Group's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Echelon Group's revenue is estimated to be in the range of $10M$25M

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