Echelon Wealth Partners Overview
- Year Founded
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2010
- Status
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Acquired/Merged
- Employees
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194
- Latest Deal Type
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Buyout/LBO
- Financing Rounds
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2
- Investments
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17
Echelon Wealth Partners General Information
Description
Operator of an independent wealth management and capital markets firm intended to offer sector-based expertise and advisory services. The company offers investment and professional management services with the help of a team of experienced investment advisors and portfolio managers, enabling clients to achieve financial advice in a dynamic and flexible environment.
Contact Information
Website
www.echelonpartners.comCorporate Office
- 181 Bay Street
- Suite 2500
- Toronto, Ontario M5J 2T9
- Canada
Corporate Office
- 181 Bay Street
- Suite 2500
- Toronto, Ontario M5J 2T9
- Canada
Echelon Wealth Partners Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Echelon Wealth Partners Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Echelon Wealth Partners Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Echelon Wealth Partners Investments (17)
Echelon Wealth Partners’s most recent deal was a PIPE with Silver Hammer Mining for . The deal was made on 02-Jun-2022.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Silver Hammer Mining | 02-Jun-2022 | PIPE | Precious Metals and Minerals Mining | ||
| SPARQ Systems | 31-Dec-2021 | PIPE | Alternative Energy Equipment | ||
| X Machina | 13-Dec-2021 | Seed Round | Holding Companies | ||
| Cleantek Industries | 29-Oct-2021 | PIPE | Oil and Gas Equipment | ||
| Saturn Oil & Gas | 04-Jun-2021 | PIPE | Energy Exploration |
Echelon Wealth Partners Exits (11)
Echelon Wealth Partners’s most recent exit was on 31-Dec-2021 from SPARQ Systems. The exit was categorized as .
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| SPARQ Systems | 31-Dec-2021 | Completed |
|
||
| X Machina | 13-Dec-2021 | Completed |
|
||
| Cleantek Industries | 29-Oct-2021 | Completed |
|
||
| Saturn Oil & Gas | 04-Jun-2021 | Completed |
|
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| Realbotix | 16-Mar-2021 | Early Stage VC | Completed |
|
Echelon Wealth Partners Affiliates
Subsidiaries (1)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| Vestcap Investment Management | Toronto, Canada | 1988 |
Echelon Wealth Partners FAQs
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When was Echelon Wealth Partners founded?
Echelon Wealth Partners was founded in 2010.
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Where is Echelon Wealth Partners headquartered?
Echelon Wealth Partners is headquartered in Toronto, Canada.
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What is the size of Echelon Wealth Partners?
Echelon Wealth Partners has 194 total employees.
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What industry is Echelon Wealth Partners in?
Echelon Wealth Partners’s primary industry is Asset Management.
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Is Echelon Wealth Partners a private or public company?
Echelon Wealth Partners is a Private company.
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What is Echelon Wealth Partners’s current revenue?
The current revenue for Echelon Wealth Partners is .
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How much funding has Echelon Wealth Partners raised over time?
Echelon Wealth Partners has raised $20.6M.
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Who are Echelon Wealth Partners’s investors?
Peerage Capital has invested in Echelon Wealth Partners.
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When was Echelon Wealth Partners acquired?
Echelon Wealth Partners was acquired on 03-Apr-2023.
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Who acquired Echelon Wealth Partners?
Echelon Wealth Partners was acquired by Ventum Financial.
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