Sequoia Financial Group (Ohio) Overview

  • Founded
  • 1991
Founded
  • Status
  • Private
  • Employees
  • 94
Employees
  • Latest Deal Type
  • PE Growth
  • Financing Rounds
  • 1
  • Investments
  • 5

Sequoia Financial Group (Ohio) General Information

Description

Provider of financial planning and wealth management services to business owners, retirees, young professionals and families. The company through its financial advisors offers comprehensive wealth management services including financial planning, asset management, estate and insurance planning, corporate 401(k)/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 (888) 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 to business owners, retirees, young professionals and fami
Other Financial Services
Akron, OH
94 As of 2021
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00 00000

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00000 000000000 00000000
Cleveland, OH
000000&0

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00000 000000000 00000000
Beachwood, OH
000 As of 0000
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Sequoia Financial Group (Ohio) Competitors (4)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
HW Financial Advisors Pending Transaction (M&A) Cleveland, OH 000000&0
0000000 000000 000 Corporate Backed or Acquired Beachwood, OH 000 000000000000
000000 00000000 00 Private Equity-Backed Palm Beach, FL 000.00 000000000000 000.00
000000000 00000 Corporate Backed or Acquired Seattle, WA 000000&0
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Sequoia Financial Group (Ohio) Executive Team (10)

Name Title Board Seat Contact Info
Thomas Haught Founder, President & Chief Executive Officer
Kevin Tichnell Chief Financial Officer
Trevor Chuna Chief Technology Officer
Gerry Knotek Chief Compliance Officer & Executive Vice President
Chad Roope Chief Investment Officer
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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 %ile
-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 (5)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000000 01-Dec-2018 00000 00000 00 000.00 Financial Software
0000 000000000 000 21-Aug-2018 000000000000000000 Other Financial Services 000000 000000
0000 0000 0000 000 10-Jul-2018 00000 0000000 Life and Health Insurance 000000 000000
000 000000000 0000 27-Jun-2016 000000000000000000 Other Financial Services 000000 000000
GHD Wealth Management 01-Mar-2016 Merger/Acquisition Other Financial Services 00000 0000000000
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Sequoia Financial Group (Ohio) Subsidiaries (1)

Company Name Industry Location Founded
0000 000000000 000 Other Financial Services Troy, MI 0000
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