#United States #Los Angeles #Wealth Management #Jim Dilworth #ECHELON Partners

ECHELON Partners Expands Expertise with Jim Dilworth's Appointment as Strategic Advisor

ECHELON Partners, an industry leader in providing investment banking services tailored to the wealth and investment management sectors, has recently announced the appointment of Jim Dilworth as a Strategic Advisor. This strategic addition comes as the firm aims to enhance its growth initiatives and foster innovation in the industry.

Jim Dilworth, known for his extensive career within the wealth and asset management arena, brings decades of operational and strategic experience to the ECHELON team. Having worked previously as an entrepreneur, operator, and investor, Dilworth has been involved in founding multiple successful ventures in the financial sector, underscoring his deep understanding of the industry’s nuances and challenges.

Before joining ECHELON, Dilworth was a partner at Entwood Holdings, where he played a significant role in strategic investments. His involvement has included backing leading firms such as tru Independence—a multi-billion-dollar independent wealth platform—and Veriti, an innovator in the direct indexing space. His collaborative efforts with ECHELON’s deal team have previously resulted in successful strategic exits for Entwood’s investments. A notable example is the recent sale of tru Independence to Sanctuary Wealth, for which ECHELON acted as the exclusive financial advisor, showcasing the firm’s capability to deliver significant value to its clients.

Dan Seivert, CEO and Managing Partner at ECHELON, expressed great enthusiasm for the partnership, stating, “Jim is highly regarded in the industry for his leadership and vision. His deep industry knowledge and strategic insights will significantly benefit our current and future clients.” This sentiment reflects the firm's confidence in Jim's ability to foster enduring relationships within the investment community and drive innovation forward.

In expressing his motivations for joining ECHELON, Dilworth remarked, “I was attracted to ECHELON due to its commitment to partnerships and its relentless pursuit of helping companies achieve their goals. Having been a client, I experienced firsthand the exceptional quality, work ethic, and culture of the ECHELON team, which makes this collaboration a natural fit.” His vision for this role includes new partnerships, exploring mergers and acquisitions, as well as capital raising opportunities for entrepreneurs within the wealth management landscape, effectively positioning them for success.

Dilworth’s professional journey began at the iconic Chicago Mercantile Exchange before he transitioned to impactful senior roles at Thomson Reuters in both the U.S. and U.K. Furthermore, he founded a leading alternatives platform and invested substantially in wealth management companies through Entwood Holdings. His breadth of knowledge extends across wealth management, alternative investments, and financial technology, thereby positioning him as a key asset to the ECHELON team.

As ECHELON Partners continues to solidify its presence in the investment banking landscape, the firm now boasts over 20 years of experience and has successfully conducted more than 400 deals along with over 2,000 valuations. This unveiling of Jim Dilworth as a Strategic Advisor exemplifies ECHELON’s ongoing commitment to excellence and its aim to empower clients to navigate their business trajectories effectively, ultimately enabling them to achieve personal and professional milestones.

For more insights into ECHELON Partners and their array of services in investment banking, management consulting, and valuation services, visit echelon-partners.com.

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