About Sequoia Financial Group
Sequoia Financial Group is a Financial Services company based in Akron (United States) founded in 1991. Diversified asset management services are offered to clients. It operates on a Professional Services and Managed Services model. Sequoia Financial Group has raised $200 million across 2 funding rounds from investors including Kudu and Valeas. Sequoia Financial Group has completed 14 acquisitions, including AltruVista, Australian Structures and BSW Wealth Partners. Its website sequoia-financial.com draws about 15 thousand monthly visits. Sequoia Financial Group offers products and services including Family Office Services, Wealth Planning, and Asset Management. Its focus areas include Financials, Wealth Management, Family Office Services and Investment Services. Its legal entity is Sequoia Financial Advisors, LLC. Its competitors include Fidelity Investments, Morgan Stanley and Guggenheim Partners; 2 of its 3 listed competitors have raised funding.
Company details
Sequoia Financial Group is focused on providing wealth management, family office services, and asset management solutions. Services are offered to high-net-worth individuals and families across the United States. Comprehensive financial planning is delivered through personalized strategies by a specialized in-house team. Investment approaches are data-driven and independent, ensuring client interests are prioritized. The company operates in multiple sectors within financial services, addressing needs like legacy preservation and risk management. A broad range of asset classes, including private equity and debt, is covered to meet diverse client requirements.
- Headquarters Akron, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website sequoia-financial.com
- Social LinkedIn X
- Legal Name Sequoia Financial Advisors, Llc
- Total Equity Funding$200M (USD)
in 2 rounds
- Latest Funding Round$200M (USD), Series A
Oct 2022
- InvestorsKudu
& 1 more
- Investments & AcquisitionsAltruVista
& 13 more
Products & Services of Sequoia Financial Group
Sequoia Financial Group offers a comprehensive portfolio of products and services, including Family Office Services, Wealth Planning, and Asset Management.
Comprehensive planning and investment for high-net-worth families provided.
Personalized financial strategies are developed for individual clients.
Independent investment solutions are tailored to client needs.
Funding Insights of Sequoia Financial Group
Sequoia Financial Group has successfully raised a total of $200M across 2 strategic funding rounds. The most recent funding activity was a Series A round of $200 million completed in October 2022. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $200M
- Total Rounds 2
- Last Round Series A — $200M
- Investors Count 2
All 2 funding rounds of Sequoia Financial Group with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
2 investors in total: 2 institutional.
Investors in Sequoia Financial Group
Sequoia Financial Group has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include Kudu and Valeas.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
| valeas.com | ||||
Diversified investment portfolios are managed across multiple sectors. | 2014 | kuduinvestment.com | New York, United States |
Investor details for Sequoia Financial Group
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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People of Sequoia Financial Group
23 people are tracked at Sequoia Financial Group (20 in leadership, 1 in board & advisors, 2 in team).
| Name | Role | Group |
|---|---|---|
Trevor Chuna | Chief Technology Officer | Leadership |
Tom Haught | President & CEO | Leadership |
Jennifer Koch | Senior Vice President, Human Resources | Leadership |
Gerry Knotek | Executive Vice President, Chief Compliance Officer | Leadership |
Katie Senn | Associate Director, Wealth Advisor | Leadership |
Annie Mccauley | EVP & Chief Client Experience Officer | Leadership |
Al Kantra | EVP & Chief Operating Officer | Leadership |
Leslie N. | Director, Wealth Advisor | Leadership |
Justin Stets | Evp, Head Of Integrated Wealth Services | Leadership |
Norm Cook | Executive Vice President Corporate Development | Leadership |
James Yaworski | Vice President, Portfolio Manager | Leadership |
Chris Thom | Executive Vice President, Chief Strategy & Partnerships Officer | Leadership |
Lisa Robinson | Senior Director, Wealth Advisor | Leadership |
Henry A. | Associate Director Of Technology | Leadership |
Jim Thompson | Vice President, Family Wealth, Sequoia Sentinel | Leadership |
Thomas Farrell | Vp, Head Of Real Estate | Leadership |
Shaun Kapusinski | Senior Director, Technology | Leadership |
Kelly Irvine | Senior Vice President, Chief Marketing Officer | Leadership |
Lane Christensen | Associate Director, Wealth Advisor | Leadership |
Charlie Lawson | Vice President, Tax Services Department Lead | Leadership |
3 more people are available in the full profile.
Complete people profiles for Sequoia Financial Group
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Investments & Acquisitions by Sequoia Financial Group
Sequoia Financial Group has strategically engaged in corporate development activities, having acquired 14 companies. Notable acquisitions include AltruVista, Australian Structures and BSW Wealth Partners.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Offers wealth management, investment advice, and financial planning for individuals and businesses. | bsw.com | Boulder, United States | 1992 | Sep 2026 | •••• | |
The Martin Worley Group | martinworley.com | 2008 | Aug 2025 | •••• | ||
Wealth management services are provided to clients since 1987. | carlsoncap.com | Northfield, United States | 1987 | Jan 2025 | •••• | |
Investment advisory firm providing wealth management services | familyasset.us | Charleston, United States | 2004 | Nov 2024 | •••• | |
Provider of investment management services | altruvistawealth.com | Houston, United States | 2009 | Apr 2024 | •••• | |
Legal services are provided to accountants and financial advisers. | 0 | Dec 2023 | $2M | |||
Diversified asset management firm | mcapitaladv.com | Nashville, United States | 1993 | Oct 2023 | •••• | |
Financial planning and investment advisory services are provided to individuals. | affiniafg.com | Burlington, United States | 2019 | Aug 2023 | •••• | |
Multi family office | zekecapital.com | Berwyn, United States | 2008 | Feb 2023 | •••• | |
Financial planning services are offered to individuals and businesses. | ncafinancial.com | Mayfield Heights, United States | 1989 | Nov 2021 | •••• |
Complete acquisition details for Sequoia Financial Group
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Timeline of Sequoia Financial Group
13 dated milestones of Sequoia Financial Group across 35 years, from founding to its latest funding, stage changes and deals.
- Founded Sequoia Financial Group is founded.
- Funding First funding round.
- Acquisition Acquires NCA Financial Planners.
- Funding Latest funding round, Series A, of $200.0M.
- Acquisition Acquires Zeke Capital Advisors.
- Acquisition Acquires Sequoia Financial Group.
- Acquisition Acquires M Capital Advisors.
- Acquisition Acquires Australian Structures.
- Acquisition Acquires AltruVista.
- Acquisition Acquires Family Asset Management.
- Acquisition Acquires Carlson Capital Management.
- Acquisition Acquires Martin Worley.
- Acquisition Acquires BSW Wealth Partners.
Competitors of Sequoia Financial Group
Sequoia Financial Group has 3 listed competitors in our database, 2 of them funded. They include Fidelity Investments, Morgan Stanley and Guggenheim Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. |
Detailed competitors of Sequoia Financial Group
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- Full competitor set
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Web traffic of Sequoia Financial Group
The website of Sequoia Financial Group (sequoia-financial.com) receives about 14.8K visits a month.
- Monthly visits14.8K
▲ 36.7% vs previous month
Websites whose visitors overlap most with Sequoia Financial Group. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| covenantwealthadvisors.com | 100% | #1,437,586 | View details | ||
| bvlp.com | 93% | #2,245,895 | View details | ||
riabiz.com | riabiz.com | 84% | #726,836 | – | |
| sequoia.com | 51% | #206,802 | View details |
Top companies in Asset Management
3 companies that operate in the same segment as Sequoia Financial Group (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Sequoia Financial Group
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Frequently Asked Questions about Sequoia Financial Group
Sequoia Financial Group was founded in 1991 and raised its 1st funding round 29 years after it was founded.
Sequoia Financial Group is headquartered in Akron, United States. It is registered at Akron, Ohio, United States.
Sequoia Financial Group is a funded company, having raised a total of $200M across 2 funding rounds to date.
Sequoia Financial Group is focused on providing wealth management, family office services, and asset management solutions. Services are offered to high-net-worth individuals and families across the United States. Comprehensive financial planning is delivered through personalized strategies by a specialized in-house team. Investment approaches are data-driven and independent, ensuring client interests are prioritized. The company operates in multiple sectors within financial services, addressing needs like legacy preservation and risk management. A broad range of asset classes, including private equity and debt, is covered to meet diverse client requirements.
Sequoia Financial Group's top competitors include Fidelity Investments, Guggenheim Partners and Morgan Stanley.
Sequoia Financial Group offers Family Office Services, Wealth Planning, and Asset Management.
Sequoia Financial Group has made 14 acquisitions, including AltruVista, Australian Structures, and BSW Wealth Partners.
Sequoia Financial Group has 2 investors. Key investors include Kudu, and Valeas.
Sequoia Financial Group operates through Sequoia Financial Advisors, Llc.