Insights

Market Leadership Echelon Group is the top-ranked financial services firm in Boise, indicating strong local reputation and potential for expanding its range of financial offerings or advanced advisory services.

Growth Potential With annual revenue between $10 million and $25 million and a relatively small team of 11 to 50 employees, the company may be seeking scalable technology solutions and services to support sustainable growth.

Technology Adoption Utilizing cloud-based platforms such as Microsoft Azure and deploying modern web technologies positions Echelon Group as open to innovative financial software solutions and security enhancements.

Client Engagement As an SEC-registered investment advisor offering personalized financial planning and asset management, they might be interested in client relationship management tools and digital marketing strategies to deepen customer relationships.

Competitive Positioning Compared to larger firms like Cushman & Wakefield and Savills, Echelon Group might look for strategic partnerships or technology integrations to gain competitive advantages within the local and regional market.

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

Echelon Group Email Formats	Example	Percentage
FLast@echelongroup.com	JDoe@echelongroup.com	47%
LFirst@echelongroup.com	DJohn@echelongroup.com	3%
FLast@echelongroup.com	JDoe@echelongroup.com	47%
LFirst@echelongroup.com	DJohn@echelongroup.com	3%

Echelon Group Email Formats

Example

Percentage

FLast@echelongroup.com

JDoe@echelongroup.com

47%

LFirst@echelongroup.com

DJohn@echelongroup.com

FLast@echelongroup.com

JDoe@echelongroup.com

47%

LFirst@echelongroup.com

DJohn@echelongroup.com

Frequently Asked Questions

Where is Echelon Group's headquarters located?

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

What is Echelon Group's phone number?

You can contact Echelon Group's main corporate office by phone at

+1-888-631-****

. 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?

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

What is Echelon Group's SIC code NAICS code?

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

How many employees does Echelon Group have currently?

As of October 2025, Echelon Group has approximately 28 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer: E. L. R.Vice President Employee Benefits: D. H.President/Founder: D. R.. Explore Echelon Group's employee directory with LeadIQ.

What industry does Echelon Group belong to?

Echelon Group operates in the Financial Services industry.

What technology does Echelon Group use?

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

What is Echelon Group's email format?

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?

Echelon Group was founded in 2004.

Echelon Group

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

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

Q: How many employees does Echelon Group have currently?

Echelon Group has approximately 28 employees.

Q: What technology does Echelon Group use?

Echelon Group's tech stack includes Google Fonts API, Elementor, jQuery Migrate, Swiper, HeadJS.

Financial ServicesUnited 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.

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Echelon Group Tech Stack

Media & News

Echelon Group's Email Address Formats