The Changing Face of Wealth Management

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The business world has changed in some dramatic ways due to the emergence of modern technologies. The old ways of doing deals are giving way to modern sensibilities, expectations and strategies. How do you make sense of it all?

Meet Dan Seivert, founder and CEO of ECHELON Partners, a leading investment bank and consulting firm in the wealth management and investment management industries. Dan is an expert at dealmaking and helping his clients navigate, strategize and complete deals.

On this week’s episode of Fueling Deals, Dan discusses some of the major changes that have taken place in the wealth management industry in recent years, and he shares his thoughts on the modern face of dealmaking. He shares how the emergence of wealth tech and the prominence of venture capital and private equity are reshaping wealth management as an industry. I hope his wisdom offers you valuable insights that you can apply to your own deals.

Equity Compensation and Wealth Tech

One of the topics Dan discussed during our conversation was equity compensation and its role in an overall compensation package. He shared how his firm, ECHELON, helps organizations strategize and develop equity compensation plans. In Dan’s view, equity compensation can be a wonderful offering for the most valuable talent within a firm, but the offering should be tailored to each firm’s unique circumstances.

Dan also discussed the increasingly important role of wealth technology to the industry at large. As technology has disrupted modern life in general, wealth management technologies have disrupted the wealth management industry. There are key firms who have led the charge, and it is important for any wealth management firm to stay current on the latest tech and trends to remain competitive.

The Age of Private Equity and Venture Capital

Another primary trend Dan has recognized is the growing prominence of wealth management firms being backed by private equity and venture capital investors. This infusion of investment money into the space has certainly altered the way many firms do business.

However, many private equity firms are now competing with one another to enter the space. This increased competition is great for wealth management firms and is exerting force from the other direction, and it is beginning to raise the bar of entry into the space.

As a key player in the wealth management industry and as someone truly experienced in deal-making, succession planning and equity capital, Dan Seivert’s wisdom is invaluable for anyone working in this industry. If you’d like to learn more about Dan Seivert and ECHELON Partners, you can visit their website at To find out more about ECHELON Partners’ Deals and Dealmakers Summit, please visit For more informative episodes of the Fueling Deals podcast like this one, please visit us at

Corey Kupfer is an expert strategist, negotiator and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author and professional speaker who is passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast.

If you want to find out how deal-ready you are, take the Deal- Ready Assessment today!

Corey Kupfer is an expert strategist, deal-maker, and business consultant with more than 35 years of professional negotiating experience as a successful entrepreneur and attorney.


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