Press Releases

Echelon Wealth Partners Selects Katipult for Private Placement Digital Transformation

 

Katipult , a leading Fintech provider of software for powering the exchange of capital in equity and debt markets, announced today that Echelon Wealth Partners – a top-rated independent, Canadian-owned and operated wealth management and capital markets firm – has signed an agreement to use Katipult’s purpose-built private placement SaaS platform to automate and streamline all brokered and non-brokered deals distributed through its investment advisors.

“Capital markets are modernizing, and firms must be able to adapt. Katipult’s platform is specifically designed to shift the entire private placements process into the digital era. We are confident its platform will create efficiencies across the whole process – from front-end client servicing to back-end compliance – allowing us to boost private placement deal volumes,” says David Cusson, Chief Executive Officer of Echelon Wealth Partners. “Having Katipult also supports our growth in the US, where there is strong appetite for private placements, but also greater competition. It is thus essential we provide our advisory teams with the best-in-class tools that will help them succeed.”

By standardizing workflows across its compliance, syndication, and investment advisor teams, Echelon will scale its capabilities and capture a holistic view of each capital raise including new data-driven insights and deal trend metrics.

“Echelon is well-known as a specialist in helping firms raise capital. Their decision to use our platform to automate and streamline their private placements process further validates our value proposition – helping firms accelerate private capital deal flow while delighting investors and strengthening compliance,” says Katipult CEO Gord Breese. “Echelon joins our growing list of Tier-1 clients, which already includes Canaccord Genuity, Raymond James, Cormark Securities, and TSX Trust.”

 

About Katipult

Katipult (www.katipult.com) is a provider of industry leading and award-winning software infrastructure for powering the exchange of capital in equity and debt markets. Our cloud-based platform and solutions digitize investment workflow by eliminating transaction redundancy, strengthening compliance, delighting investors, and accelerating deal flow. Katipult provides unparalleled adaptability for regulatory compliance, asset structure, business model, and localization requirements.