Sequoia Financial Group (Ohio) Overview

  • Founded
  • 1991

Founded
  • Status
  • Private

  • Employees
  • 157

Employees
  • Latest Deal Type
  • PE Growth

  • Financing Rounds
  • 1

  • Investments
  • 7

Sequoia Financial Group (Ohio) General Information

Description

Provider of financial planning and wealth management services intended to serve the business sector. The company through its financial advisors offers comprehensive wealth management services including asset management, estate and insurance planning, corporate retirement plan guidance, fiduciary consulting, executive compensation planning and other services, enabling clients to reach their financial and life goals.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Other Industries
Asset Management
Primary Office
  • 3500 Embassy Parkway
  • Suite 100
  • Akron, OH 44333
  • United States
+1 (330) 000-0000

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Sequoia Financial Group (Ohio) Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Sequoia Financial Group (Ohio) Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of financial planning and wealth management services intended to serve the business sector. The company through
Other Financial Services
Akron, OH
157 As of 2022
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Seattle, WA
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Beachwood, OH
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Sequoia Financial Group (Ohio) Competitors (7)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Laird Norton Wealth Management Corporate Backed or Acquired Seattle, WA 000 000000&0
0000000 000000 000 Corporate Backed or Acquired Beachwood, OH 00 000000000000
00000 000000 00000 Private Equity-Backed New York, NY 00 0000000 0000
00000000 00000000 Private Equity-Backed Overland Park, KS 0000 00000 0000 00000
00000000 00000 000 Corporate Backed or Acquired San Francisco, CA 00 000000&0
You’re viewing 5 of 7 competitors. Get the full list »

Sequoia Financial Group (Ohio) Executive Team (13)

Name Title Board Seat Contact Info
Thomas Haught Founder, President & Chief Executive Officer
Kevin Tichnell Chief Financial Officer & Executive Vice President
Al Kantra Executive Vice President & Chief Operating Officer
Trevor Chuna Chief Technology Officer
Gerry Knotek Partner, Chief Compliance Officer & Executive Vice President
You’re viewing 5 of 13 executive team members. Get the full list »

Sequoia Financial Group (Ohio) Board Members (1)

Name Representing Role Since
000000 0000000 Sequoia Financial Group (Ohio) Vice Chairman and Independent Consultant 000 0000
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Sequoia Financial Group (Ohio) Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Sequoia Financial Group (Ohio) Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Sequoia Financial Group (Ohio) Investments & Acquisitions (7)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000 000000000 15-Nov-2021 0000000000 Other Financial Services 000000 00
00000000000 0 19-Apr-2021 0000000000 Other Financial Services 000000 00
000000000 01-Dec-2018 00000 0000 000.00 Financial Software
0000 00000000 21-Aug-2018 0000000000 Other Financial Services 000000 00
Long Road Risk Management Services 10-Jul-2018 Joint Venture Other Insurance 000000 00
You’re viewing 5 of 7 investments and acquisitions. Get the full list »