Dan Seivert Email & Phone Number

Dan Seivert is a CEO and Managing Partner at ECHELON Partners based in Manhattan Beach, California, United States, North America. Dan Seivert is the CEO and Founder of ECHELON Partners, a leading investment bank and consulting firm dedicated to the wealth and investment management industries. Since founding the firm, Seivert has built ECHELON into one of the most respected names in financial services M&A, research, and strategic advisory. Seivert brings over 30 years of industry experience, having worked with more than 900 executive teams and boards to develop and execute a wide range of business strategies and transactions. Under his leadership, ECHELON has advised on thousands of valuations, acquisition targets, and capital events, shaping the landscape of independent wealth management. He is the architect behind ECHELON’s Deals & Dealmakers Summit, the industry’s premier M&A conference, and the firm’s widely followed Quarterly RIA M&A Deal Report, recognized as the authoritative source on transaction trends in the independent wealth space. Seivert has served on the Boards of AssetMark Investment Services, BridgePortfolio, and Occidental College, and is a frequent keynote speaker at industry events including those hosted by the Money Management Institute (MMI), Financial Services Institute (FSI), American Bankers Association (ABA), and others. He has been featured in The Wall Street Journal, InvestmentNews, RIABiz, Financial Advisor, and Fortune, among other top-tier financial publications. Seivert holds deep expertise across mergers and acquisitions, valuation, corporate strategy, capital raising, private equity, governance, and equity-sharing structures. His unique combination of industry knowledge, private equity experience, and senior operating perspective enables him to deliver visionary, execution-focused counsel to leadership teams navigating transformational growth.