Sequoia Financial Group (Ohio) Overview
- Founded
-
1991
- Status
-
Private
- Employees
-
157
- 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
Website
www.sequoia-financial.com
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
Sequoia Financial Group (Ohio) Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Sequoia Financial Group (Ohio) Comparisons
Description
Primary
Industry
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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Add Comparison
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 |
Sequoia Financial Group (Ohio) Executive Team (13)
Sequoia Financial Group (Ohio) Board Members (1)
| Name | Representing | Role | Since |
|---|---|---|---|
| 000000 0000000 | Sequoia Financial Group (Ohio) | Vice Chairman and Independent Consultant | 000 0000 |
Sequoia Financial Group (Ohio) Signals
Growth Rate
0.80%
Weekly
Growth
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
Sequoia Financial Group (Ohio) Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
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 |