Sequoia Financial Group (Ohio) Overview
- Founded
- 1991

- Status
- Private
- Employees
- 94

- 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
- 3500 Embassy Parkway
- Suite 100
- Akron, OH 44333
- United States
Sequoia Financial Group (Ohio) Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
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Request a free trialSequoia Financial Group (Ohio) Comparisons
Industry
00 00000
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Request a free trialSequoia 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 |
Sequoia Financial Group (Ohio) Executive Team (10)
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

Growth

Size Multiple


Key Data Points
Twitter Followers
5.5k

Similarweb Unique Visitors
15.0K

Majestic Referring Domains
314

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Request a free trialSequoia Financial Group (Ohio) Investors
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
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Request a free trialSequoia 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 |
Sequoia Financial Group (Ohio) Subsidiaries (1)
Company Name | Industry | Location | Founded |
---|---|---|---|
0000 000000000 000 | Other Financial Services | Troy, MI | 0000 |