Insights

Diversified Service Offerings Echelon Wealth Partners offers unbiased investment solutions and professional management services to clients across Canada, presenting an opportunity to cater to a diverse range of investment needs and preferences.

Strategic Acquisitions Recent acquisition of Volatus Aerospace indicates Echelon's expansion plans and willingness to invest in new sectors. Partnering with Echelon can lead to collaborations in emerging industries and access to new markets.

Recognized Expertise Echelon Wealth Partners' recognition by Forbes as one of the 'Best-in-State Wealth Management Teams' showcases their credibility and industry expertise. Leveraging Echelon's reputation can enhance the credibility of collaborative projects and attract quality leads.

Industry Veterans Leadership Industry veterans like Mark Hoogeveen and Rishi Sood leading Echelon's initiatives demonstrate strong industry connections and knowledge. Partnering with Echelon provides access to experienced professionals, potentially opening doors to new business opportunities.

Community Engagement Echelon's partnership with Women's College Hospital and the Human Anti-Trafficking Response Team reflects a commitment to social responsibility. Collaborating with Echelon on similar initiatives can create shared values, fostering long-term relationships and goodwill with clients and stakeholders.

Echelon Wealth Partners Tech Stack

Echelon Wealth Partners uses 8 technology products and services including Coaster CMS, Microsoft Word, Twitter Emoji (Twemoji), and more. Explore Echelon Wealth Partners's tech stack below.

  • Coaster CMS
    Content Management System
  • Microsoft Word
    Editors
  • Twitter Emoji (Twemoji)
    Font Scripts
  • RSS
    Miscellaneous
  • Open Graph
    Miscellaneous
  • Priority Hints
    Performance
  • reCAPTCHA
    Security
  • AddThis
    Widgets

Media & News

Echelon Wealth Partners's Email Address Formats

Echelon Wealth Partners uses at least 1 format(s):
Echelon Wealth Partners Email FormatsExamplePercentage
FLast@echelonpartners.comJDoe@echelonpartners.com
86%
First.Last@echelonpartners.comJohn.Doe@echelonpartners.com
12%
FMLast@echelonpartners.comJMDoe@echelonpartners.com
1%
Last@echelonpartners.comDoe@echelonpartners.com
1%

Frequently Asked Questions

Where is Echelon Wealth Partners's headquarters located?

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Echelon Wealth Partners's main headquarters is located at 1 Adelaide St E Suite 2000 Toronto, Ontario M5C 2V9 CA. The company has employees across 4 continents, including North AmericaEuropeAfrica.

What is Echelon Wealth Partners's phone number?

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You can contact Echelon Wealth Partners'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 Wealth Partners's official website and social media links?

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Echelon Wealth Partners's official website is echelonpartners.com and has social profiles on LinkedIn.

How much revenue does Echelon Wealth Partners generate?

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As of July 2024, Echelon Wealth Partners's annual revenue reached $75M.

What is Echelon Wealth Partners's NAICS code?

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Echelon Wealth Partners's NAICS code is 52 - Finance and Insurance.

How many employees does Echelon Wealth Partners have currently?

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As of July 2024, Echelon Wealth Partners has approximately 201 employees across 4 continents, including North AmericaEuropeAfrica. Key team members include Chief Strategy Officer, Head Of Marketing, Head Of Talent: D. C.Chief Operating Officer & Chief Financial Officer: D. G.Chief Marketing Officer & Chief Client Officer: D. M.. Explore Echelon Wealth Partners's employee directory with LeadIQ.

What industry does Echelon Wealth Partners belong to?

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Echelon Wealth Partners operates in the Financial Services industry.

What technology does Echelon Wealth Partners use?

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Echelon Wealth Partners's tech stack includes Coaster CMSMicrosoft WordTwitter Emoji (Twemoji)RSSOpen GraphPriority HintsreCAPTCHAAddThis.

What is Echelon Wealth Partners's email format?

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Echelon Wealth Partners's email format typically follows the pattern of . Find more Echelon Wealth Partners email formats with LeadIQ.
Echelon Wealth Partners

Echelon Wealth Partners

Financial ServicesOntario, Canada201-500 Employees

We’re a leading independent, Canadian-owned and operated wealth management and capital markets firm, known for our client-centered approach and entrepreneurial spirit. Echelon is a compelling option for investors seeking unbiased investment solutions, professional management and unparalleled service. We aim to build lifetime relationships and deliver superior service. Our financial professionals have the freedom to offer truly independent investment advice, always putting their clients’ needs first. We are also a growing firm, with approximately $6 billion in assets under administration and management. We service clients across Canada from our offices in Toronto, Oakville, Ottawa, London, Montreal, Vancouver, Calgary, Victoria Saskatoon, and Edmonton.

Section iconCompany Overview

Headquarters
1 Adelaide St E Suite 2000 Toronto, Ontario M5C 2V9 CA
Phone number
NAICS Code
52 - Finance and Insurance
Employees
201-500

Section iconFunding & Financials

  • $50M$100M

    Echelon Wealth Partners's revenue is in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Echelon Wealth Partners's revenue is in the range of $50M$100M

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