Sequoia Financial Group Overview
- Year Founded
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1991

- Status
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Private
- Employees
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200

- Latest Deal Type
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PE Growth
- Financing Rounds
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2
- Investments
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16
Sequoia Financial Group 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, and executive compensation planning, enabling its clients to reach their financial and life goals.
Contact Information
Website
www.sequoia-financial.comCorporate Office
- 3500 Embassy Parkway
- Suite 100
- Akron, OH 44333
- United States
Corporate Office
- 3500 Embassy Parkway
- Suite 100
- Akron, OH 44333
- United States
Sequoia Financial Group Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
Sequoia Financial Group Comparisons
Industry
Financing
Details
Sequoia Financial Group Competitors (15)
One of Sequoia Financial Group’s 15 competitors is Creative Planning, a Private Equity-Backed company based in Overland Park, KS.
Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
---|---|---|---|---|---|---|
Creative Planning | Private Equity-Backed | Overland Park, KS | ||||
Laird Norton Wetherby | Corporate Backed or Acquired | Seattle, WA | ||||
Sustainable Wealth Management | Corporation | Portland, OR | ||||
Wealth Partners Capital Group | Private Equity-Backed | Palm Beach, FL | ||||
Veris Wealth Partners | Private Equity-Backed | San Francisco, CA |
Sequoia Financial Group Signals
Sequoia Financial Group Investors
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
---|
Sequoia Financial Group Investments & Acquisitions (16)
Sequoia Financial Group’s most recent deal was a Buyout/LBO with Carlson Capital Management. The deal was made on 28-Jan-2025.
Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
---|---|---|---|---|---|
Carlson Capital Management | 28-Jan-2025 | Buyout/LBO | Asset Management | ||
Eide Bailly (Wealth Management Business) | 02-Dec-2024 | Merger/Acquisition | Asset Management | ||
Family Asset Management | 31-Oct-2024 | Buyout/LBO | Other Financial Services | ||
Filamon | 12-Aug-2024 | Later Stage VC | Drug Discovery | ||
Karpas Strategies | 31-Jul-2024 | Buyout/LBO | Asset Management |
Affiliates
Subsidiaries (1)
Name | Industry | Location | Year Founded |
---|---|---|---|
AltruVista | Houston, TX | 2009 |
Sequoia Financial Group FAQs
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When was Sequoia Financial Group founded?
Sequoia Financial Group was founded in 1991.
-
Where is Sequoia Financial Group headquartered?
Sequoia Financial Group is headquartered in Akron, OH.
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What is the size of Sequoia Financial Group?
Sequoia Financial Group has 200 total employees.
-
What industry is Sequoia Financial Group in?
Sequoia Financial Group’s primary industry is Other Financial Services.
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Is Sequoia Financial Group a private or public company?
Sequoia Financial Group is a Private company.
-
What is Sequoia Financial Group’s current revenue?
The current revenue for Sequoia Financial Group is
. -
How much funding has Sequoia Financial Group raised over time?
Sequoia Financial Group has raised $200M.
-
Who are Sequoia Financial Group’s investors?
Valeas Capital Partners and Kudu Investment Management have invested in Sequoia Financial Group.
-
Who are Sequoia Financial Group’s competitors?
Creative Planning, Laird Norton Wetherby, Sustainable Wealth Management, Wealth Partners Capital Group, and Veris Wealth Partners are some of the 15 competitors of Sequoia Financial Group.
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