Sequoia Financial Group Overview

  • Year Founded
  • 1991

Year Founded

  • Status
  • Private

  • Employees
  • 200

Employees

  • Latest Deal Type
  • PE Growth

  • Financing Rounds
  • 2

  • Investments
  • 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

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

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Sequoia Financial Group Valuation & Funding

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

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Sequoia Financial Group 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
200 As of 2023

Overland Park, KS
 

Seattle, WA
 
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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
You’re viewing 5 of 15 competitors. Get the full list »

Sequoia Financial Group Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Sequoia Financial Group Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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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
You’re viewing 5 of 16 investments and acquisitions. Get the full list »

Affiliates

Subsidiaries (1)

Name Industry Location Year Founded
AltruVista Houston, TX 2009

Sequoia Financial Group FAQs

  • 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.

  • 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.

  • 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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