Echelon Wealth Partners Revenue and Competitors
Estimated Revenue & Valuation
- Echelon Wealth Partners's estimated annual revenue is currently $19.1M per year.
- Echelon Wealth Partners's estimated revenue per employee is $210,000
Employee Data
- Echelon Wealth Partners has 91 Employees.
- Echelon Wealth Partners grew their employee count by -60% last year.
Echelon Wealth Partners's People
| Name | Title | Email/Phone |
|---|---|---|
1 | CEO | Reveal Email/Phone |
2 | Branch Manager, VP, Portfolio Manager, Investment Advisor | Reveal Email/Phone |
3 | VP, Portfolio Management | Reveal Email/Phone |
4 | VP, Equity Capital Markets | Reveal Email/Phone |
5 | Vice Chair | Reveal Email/Phone |
6 | SVP, Investment Advisor | Reveal Email/Phone |
7 | V.P. Sr Investment Advisor | Reveal Email/Phone |
8 | VP, Investment Banking | Reveal Email/Phone |
9 | Chief Operating Officer & Chief Financial Officer | Reveal Email/Phone |
10 | Directeur général / Managing Director Investment Banking (Québec) | Reveal Email/Phone |
Echelon Wealth Partners Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $0.9M | 19 | 0% | N/A | N/A |
#2 | $41.8M | 185 | 2% | $45M | N/A |
#3 | $6.4M | 38 | 3% | N/A | N/A |
#4 | $23.7M | 113 | 24% | N/A | N/A |
#5 | $275.2M | 936 | 6% | N/A | N/A |
#6 | $21.4M | 102 | 11% | N/A | N/A |
#7 | $20.6M | 98 | -3% | N/A | N/A |
#8 | $23.9M | 114 | 21% | N/A | N/A |
#9 | $58M | 251 | 4% | N/A | N/A |
#10 | $232.8M | 792 | N/A | N/A | N/A |
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.
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Total Funding
91
Number of Employees
$19.1M
Revenue (est)
-60%
Employee Growth %
N/A
Valuation
N/A
Accelerator
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Other Companies in Toronto
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $9.3M | 91 | 11% | N/A |
#2 | $24.6M | 91 | -1% | N/A |
#3 | $22.8M | 91 | -24% | N/A |
#4 | $18.7M | 91 | 6% | N/A |
#5 | $16.4M | 91 | 40% | N/A |