About Sequoia Financial Group
Sequoia Financial Group is a Technology company based in Burlington (United States) founded in 2019, and was acquired by Sequoia Financial Group in August 2023. Financial planning and investment advisory services are provided to individuals. It operates on a Professional Services and Managed Services model. The company has 9 employees. Sequoia Financial Group offers products and services including Family Office Services, Wealth Planning, and Asset Management. Its focus areas include Financials, Investment Management and Wealth Management. Its legal entity is Sequoia Financial Advisors, LLC. Its competitors include The Tifin Group, Ascensus and Farther; 2 of its 3 listed competitors have raised funding.
Company details
Sequoia Financial Group is focused on delivering wealth management, family office services, and asset management solutions. Services are provided to high-net-worth individuals and families across the United States. Comprehensive financial planning is offered 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 of financial advisory, aiming to preserve and grow client wealth for future generations through strategic guidance and robust capabilities.
- Headquarters Burlington, United States
- Employees 9
- Stage Acquired
- SectorsTechnology
- Phone•••• ••••
- Website affiniafg.com
- Social LinkedIn
- Acquired by Sequoia Financial Group (Aug 2023)
- Legal Name Sequoia Financial Advisors, Llc
- Investors
- Employee Count9
- Acquired bySequoia Financial Group
(Aug 2023)
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.
Investors in Sequoia Financial Group
Sequoia Financial Group has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Sequoia Financial Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Diversified asset management services are offered to clients. | 1991 | sequoia-financial.com | Akron, United States |
Investor details for Sequoia Financial Group
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Timeline of Sequoia Financial Group
2 dated milestones of Sequoia Financial Group across 4 years, from founding to its latest funding, stage changes and deals.
- Founded Sequoia Financial Group is founded.
- Exit Acquired by Sequoia Financial Group.
Competitors of Sequoia Financial Group
Sequoia Financial Group has 3 listed competitors in our database, 2 of them funded. They include The Tifin Group, Ascensus and Farther.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| tifin.com | 2018 | New York, United States | $219.01M | AI-enabled financial planning and advisory solutions are provided for individuals. | ||
| ascensus.com | 1980 | Dresher, United States | 5,112 | Retirement, health, and college savings services are administered nationwide. | ||
| farther.com | 2019 | New York, United States | $272M | App-based financial planning and management platform for individuals |
Detailed competitors of Sequoia Financial Group
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Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Sequoia Financial Group (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Frequently Asked Questions about Sequoia Financial Group
Sequoia Financial Group was founded in 2019.
Sequoia Financial Group is headquartered in Burlington, United States. It is registered at Burlington, Vermont, United States.
Sequoia Financial Group has 9 employees.
Sequoia Financial Group is focused on delivering wealth management, family office services, and asset management solutions. Services are provided to high-net-worth individuals and families across the United States. Comprehensive financial planning is offered 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 of financial advisory, aiming to preserve and grow client wealth for future generations through strategic guidance and robust capabilities.
Sequoia Financial Group's top competitors include The Tifin Group, Ascensus and Farther.
Sequoia Financial Group offers Family Office Services, Wealth Planning, and Asset Management.
Sequoia Financial Group has 1 investor. Key investors include Sequoia Financial Group.
Sequoia Financial Group operates through Sequoia Financial Advisors, Llc.
Yes. Sequoia Financial Group was acquired by Sequoia Financial Group in August 2023.