ECHELON Partners Appoints Industry Veteran Jim Dilworth as Strategic Advisor to Support Growth

Former ECHELON Client Joins the Team in Advisory Role Bringing Decades of Industry Expertise to Support Firm's Strategic Growth Initiatives

LOS ANGELES, April 17, 2025 /PRNewswire/ -- ECHELON Partners ("ECHELON" or the "Firm"), the leading investment bank to the wealth and investment management industries, announced today the appointment of James "Jim" Dilworth as a Strategic Advisor. As a Strategic Advisor, Dilworth is partnering with the ECHELON team to support entrepreneurs and management teams drive innovation, growth, scale, and ultimately help firms realize their potential and value.

Dilworth joins ECHELON after a seasoned career as an entrepreneur, operator, and investor in the wealth and asset management industries. Throughout his career, Dilworth has founded and successfully exited several notable businesses. As a partner at Entwood Holdings, Dilworth played a key role in strategic investments, backing industry leaders like tru Independence—a $12 billion+ independent wealth platform—and Veriti, a pioneering direct indexing start-up. Through his experience Jim worked hand-in-hand with the ECHELON deal team to strategically position Entwood's investments and execute successful exits. The most recent exit was tru Indepedence's sale to Sanctuary Wealth, a transaction in which ECHELON served as tru Independence's exclusive financial advisor.

"Jim is highly respected for his leadership in the industry," said ECHELON CEO & Managing Partner, Dan Seivert. "We believe our partnership will benefit both our current and future clients, giving them access to Jim's deep industry knowledge, strategic insights, and entrepreneurial vision".

"I was drawn to ECHELON for its commitment to partnership, relentless pursuit of helping companies achieve their goals, and deal making acumen," said Dilworth. "I witnessed firsthand as a former client the quality of the ECHELON team, process, work ethic, and culture. I see an opportunity to closely collaborate with the team to identify new partnerships, explore M&A and capital raising opportunities, and help entrepreneurs in the wealth and investment management industry position themselves for success".

Dilworth began his career on the trading floor of the Chicago Mercantile Exchange before transitioning to senior roles at Thomson Reuters in both the United States and England. He later founded a leading alternatives platform and, more recently, invested in companies in the wealth management industry via Entwood Holdings. His expertise spans wealth management, alternative investments, financial technology, and creating long-standing partnerships. Dilworth pursued his undergraduate degree at Southern Illinois University and received an MBA from the Kellogg School of Management at Northwestern University.

About ECHELON Partners

ECHELON Partners is a Los Angeles-based investment bank specializing in the wealth and investment management industries. With over 20 years of experience, ECHELON offers a comprehensive suite of services, including investment banking, management consulting, and valuation services. The firm has advised on more than 400 deals and conducted over 2,000 valuations, making it a trusted partner for firms seeking strategic growth, succession solutions, and value enhancement. ECHELON's deep industry expertise and commitment to excellence empower clients to achieve their business and personal goals.

ECHELON is privately owned by its partners and has offices in Los Angeles and San Diego. For more information, please visit echelon-partners.com and follow the firm's activity through Linkedin.

SOURCE ECHELON Partners