Echelon Wealth Partners Revenue and Competitors

Toronto, ON CAN

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Echelon Wealth Partners's estimated annual revenue is currently $53.1M per year.(i)
  • Echelon Wealth Partners's estimated revenue per employee is $231,000

Employee Data

  • Echelon Wealth Partners has 230 Employees.(i)
  • Echelon Wealth Partners grew their employee count by -3% last year.

Echelon Wealth Partners's People

NameTitleEmail/Phone
1
Branch Manager, VP, Portfolio Manager, Investment AdvisorReveal Email/Phone
2
CEOReveal Email/Phone
3
VP, Corporate InitiativesReveal Email/Phone
4
VP - Equity Capital MarketsReveal Email/Phone
5
Head Wealth ManagementReveal Email/Phone
6
VP, Portfolio ManagementReveal Email/Phone
7
VP - Western CanadaReveal Email/Phone
8
Head Equity Capital MarketsReveal Email/Phone
9
VP, Investment Banking, Debt Capital MarketsReveal Email/Phone
10
VP, Equity Capital MarketsReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$0.9M180%N/AN/A
#2
$40.9M18110%$45MN/A
#3
$6.2M37-12%N/AN/A
#4
$19.1M9111%N/AN/A
#5
$229.3M7806%N/AN/A
#6
$19.3M92-2%N/AN/A
#7
$21.2M1013%N/AN/A
#8
$20M9522%N/AN/A
#9
$55.7M2410%N/AN/A
#10
$173.3M660N/AN/AN/A
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What Is Echelon Wealth Partners?

Were 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 more than $4 billion in assets under administration and management. We service clients across Canada from our offices in Toronto, Oakville, Ottawa, London, Montreal, Saskatoon, Calgary, Edmonton, Vancouver, Victoria and Tokyo.

keywords:N/A

N/A

Total Funding

230

Number of Employees

$53.1M

Revenue (est)

-3%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Echelon Wealth Partners News

2022-04-17 - Evogene (TSE:EVGN) Receives Buy Rating from Echelon ...

Evogene (TSE:EVGN – Get Rating)'s stock had its “buy” rating reaffirmed by equities research analysts at Echelon Wealth Partners in a...

2022-04-17 - Echelon Wealth Partners Research Analysts Increase ...

Echelon Wealth Partners Research Analysts Increase Earnings Estimates for Ascend Wellness Holdings, Inc. (OTC:AAWH).

2022-04-17 - Echelon Wealth Partners Comments on WELL Health ...

Echelon Wealth Partners Comments on WELL Health Technologies Corp.'s Q1 2022 Earnings (TSE:WEL). Posted by admin on Apr 27th, 2022.

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$15M2302%N/A
#2
$62M230-4%N/A
#3
$68.3M2306%N/A
#4
$73.4M2306%N/A
#5
N/A23053%N/A