Insights

Market Leadership Elite Consulting Partners is positioned as a leading firm in financial services transition consulting with recent strategic acquisitions like Advisor Successions and AdvisorHUB, indicating expansion opportunities in merger and acquisition advisory services for firms seeking growth or succession planning.

Technology Engagement The company's utilization of advanced digital marketing tools such as LinkedIn Ads, Google Ads, and performance tracking suggests they are open to innovative marketing partnerships to reach financial advisors and firms actively seeking transition and practice management solutions.

Client Expansion With a strong revenue base estimated between $100M and $250M and a focus on connecting advisors with buyers and sellers, there are potential sales opportunities in expanding financial technology tools, valuation services, and custom transition workflows for their client acquisition and operational needs.

Leadership Growth Recent executive promotions and new hires like Vice Presidents specialized in mergers and transitions highlight a focus on strengthening leadership expertise, creating opportunities for targeted sales of executive coaching, leadership development, and strategic advisory services.

Industry Networking Elite Consulting Partners’ active involvement in press releases and industry collaborations points to a well-established network within financial services; engaging in partnership opportunities with fintech providers, compliance solutions, or niche consultancy services could further enhance their service offerings and client value.

Elite Consulting Partners Tech Stack

Elite Consulting Partners uses 8 technology products and services including LinkedIn Ads, Google Ads, Facebook Pixel, and more. Explore Elite Consulting Partners's tech stack below.

  • LinkedIn Ads
    Advertising
  • Google Ads
    Advertising
  • Facebook Pixel
    Analytics
  • Google Ads Conversion Tracking
    Analytics
  • OWL Carousel
    Javascript Libraries
  • Cloudflare Bot Management
    Security
  • X-Content-Type-Options
    Web & Portal Technology
  • FitVids.js
    Web Tools And Plugins

Media & News

Elite Consulting Partners's Email Address Formats

Elite Consulting Partners uses at least 2 format(s):
Elite Consulting Partners Email FormatsExamplePercentage
First@ercadvisors.comJohn@ercadvisors.com
52%
FirstLast@ercadvisors.comJohnDoe@ercadvisors.com
22%
LastFirst@ercadvisors.comDoeJohn@ercadvisors.com
13%
LFirst@ercadvisors.comDJohn@ercadvisors.com
9%
FiLast@ercadvisors.comJoDoe@ercadvisors.com
4%
First@eliteconsultingpartners.comJohn@eliteconsultingpartners.com
65%
FirstLast@eliteconsultingpartners.comJohnDoe@eliteconsultingpartners.com
27%
FirLast@eliteconsultingpartners.comJohDoe@eliteconsultingpartners.com
6%
Last@eliteconsultingpartners.comDoe@eliteconsultingpartners.com
2%

Frequently Asked Questions

Where is Elite Consulting Partners's headquarters located?

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Elite Consulting Partners's main headquarters is located at 301 North Church St., Suite 226 Moorestown, NJ 08057, US. The company has employees across 2 continents, including North AmericaAsia.

What is Elite Consulting Partners's official website and social media links?

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Elite Consulting Partners's official website is eliteconsultingpartners.com and has social profiles on LinkedIn.

What is Elite Consulting Partners's NAICS code?

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Elite Consulting Partners's NAICS code is 52 - Finance and Insurance.

How many employees does Elite Consulting Partners have currently?

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As of October 2025, Elite Consulting Partners has approximately 86 employees across 2 continents, including North AmericaAsia. Key team members include Chief Marketing Officer: B. L.Chief Technology Officer: J. P.Chief Information Officer | Driving Tranformation & Strategic Innovation | Jedi Solutions: S. C.. Explore Elite Consulting Partners's employee directory with LeadIQ.

What industry does Elite Consulting Partners belong to?

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Elite Consulting Partners operates in the Financial Services industry.

What technology does Elite Consulting Partners use?

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Elite Consulting Partners's tech stack includes LinkedIn AdsGoogle AdsFacebook PixelGoogle Ads Conversion TrackingOWL CarouselCloudflare Bot ManagementX-Content-Type-OptionsFitVids.js.

What is Elite Consulting Partners's email format?

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Elite Consulting Partners's email format typically follows the pattern of First@ercadvisors.com. Find more Elite Consulting Partners email formats with LeadIQ.

When was Elite Consulting Partners founded?

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Elite Consulting Partners was founded in 2011.
Elite Consulting Partners

Elite Consulting Partners

Financial ServicesUnited States51-200 Employees

Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial services industry.  Our industry-leading staff offer unparalleled service, unbiased advice, and expert guidance to our advisor and corporate clients.  We ensure our clients' objectives and goals are realized during their due-diligence and transition process.  
 
We work with many of our clients in areas concerning transitioning to a new broker-dealer, investment advisory firm, custodial platform changes, maximizing revenue, increasing headcount, and monetizing the equity within
a practice or business through negotiated mergers or simple advisor recruiting deals and packages. 
 
We serve as the bridge connecting advisors and businesses to actionable ideas. In the course of consulting with our clients, we communicate competitive intelligence covering the wire-house, regional, independent broker-dealer, RIA, and hybrid landscape(s).  We also partner with firms that have deeper expertise within independent advisory M&A, practice management, succession planning, and business valuation disciplines to bring a higher level of service to our clients.

Section iconCompany Overview

Headquarters
301 North Church St., Suite 226 Moorestown, NJ 08057, US
NAICS Code
52 - Finance and Insurance
Founded
2011
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    Elite Consulting Partners's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Elite Consulting Partners's revenue is estimated to be in the range of $100M$250M

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