• Address the needs of an underserved subset of the financial services industry—investment product developers, distributors, and technology providers.
  • Deliver investment banking, management consulting, and valuation services from one platform so as to offer clients powerful, holistic, integrated solutions.
  • Provide objective, unbiased advice void of conflicts emblematic of larger institutions.
  • Help entrepreneurs working at companies of all sizes navigate the numerous complex decisions that come with attaining growth.

Dan Seivert is the CEO and founder of ECHELON Partners – one of the leading investment banks and consulting firms to the wealth and investment management industries. Prior to starting ECHELON, Mr. Seivert was one of the initial principals of Lovell Minnick Partners, where he helped invest over $100MM in venture capital across 15 companies.  Before his involvement in private equity, Mr. Seivert was a buy-side analyst at The Capital Group (American Funds) where he valued firms in the asset management and securities brokerage industries.  Mr. Seivert’s initial job at Capital was in the capacity of strategic planning and marketing research, where he worked directly for several chairmen of the company as well as the fund boards.  Mr. Seivert began his career in the M&A department of Skadden, Arps, Slate, Meagher & Flom.

 

Over the past 20 years, Mr. Seivert has worked with over 300 executive teams and boards to help them envision, initiate, and execute a diversity of complex business strategies and transactions. As their trusted advisor, Mr. Seivert has helped these clients make the tough decisions with respect to acquisitions, sales/divestitures, investments, mergers, valuation, M&A strategy, new ventures, management buyouts, capital raising, equity sharing, and succession planning. In his various roles, Mr. Seivert has conducted detailed valuations on over 500 companies, evaluated more than 2,000 acquisition targets, and authored 25 reports dealing with the wealth and investment management industries. During this time Mr. Seivert has served on the Board of Directors of AssetMark Investment Services, BridgePortfolio, and Occidental College.

 

Mr. Seivert is a frequent keynote speaker for corporate clients and at industry events. Mr. Seivert has been quoted extensively as a leading authority in the private wealth market by several top industry publications. Mr. Seivert is the President and founder of ECHELON’s FINRA-registered broker dealer (Echelon Capital, LLC). He has an Advanced Bachelor’s degree in Economics from Occidental College and a Master of Business Administration from UCLA’s Anderson School of Management. Mr. Seivert is a native of Los Angeles and currently resides in Manhattan Beach, California.

 

“Valuepoint” refers to an online valuation services solution that is a part service, part technology with the goal of providing valuations of wealth management business/practices/teams to firms that are currently in the business and firms that are interested in getting into the business.

What is VALUEpoint?

About Us

We wanted to develop a service that combines a high-touch valuation service with state of the art technology tools and additional powerful resources to deliver the most accurate/appropriate assessment of the value of wealth management firms in our industry today

Why VALUEpoint?

Who are our Leaders?

We are driven and defined by the values and character traits listed below:

 

  • Doers
  • Hardworking
  • Visionaries
  • Highly Entrepreneurial
  • Committed to excellenceLeadersEthical

  • Compelled

  • Substance and IntegrityInnovative

  • Focused on “we” not “me”

  • Creative

  • Driven to be unique and artistic
  • People-oriented
  • Grounded in clients and employees
  • Positive and excited about what we do

What are our VALUES?

 

© 2017 by RIA Valuations™. All rights reserved. RIA Valuations™ and ECHELON Partners are affiliated companies.

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