Sequence Financial Specialists
Finance · South Carolina, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
781 Meeting St Ste B, Charleston, South ...Phone Number
(843) 853-8222Revenue
$7.9 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
1
2
1
2
1
About Sequence Financial Specialists
SEQUENCE Financial Specialists is an investment banking firm and managing broker dealer based in Charleston, SC, specializing in managing broker-dealer services, business advisory, EB-5 capital, and mergers & acquisitions. The firm primarily serves small to middle-market companies with EBITDA or net income ranging from $1,000,000 to $20,000,000 across the United States. They offer tailored financial services including capital raising through Regulation A+ and Regulation D private placements, debt financing, and business advisory services. Their team consists of experienced investment bankers and consultants dedicated to providing optimal financial solutions for their clients.Explore more
Sequence Financial Specialists Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Sequence Financial Specialists your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Click to see if Sequence Financial Specialists had a recent Job posting/layoffs
Funding: Get notified immidiatlly once Sequence Financial Specialists has new funding data
Congratulate Masked Content for being promoted to Masked Content at Sequence Financial Specialists
Check if Sequence Financial Specialists has recently received funding, and reach out quickly before it becomes old news!
Product Launch: Get notified when Sequence Financial Specialists launches new products
Website visits: Recent activity has been detected on your website
Earning: See what the market has to say on Sequence Financial Specialists recently announced quarterly report
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Sequence Financial Specialists, which may be a good buyer, showed buying intent in Masked Content Topic
Check out if Sequence Financial Specialists is spiking on competitors!
Recommended Actions
Find VP level buyers at Sequence Financial Specialists
Find 2 more new buyers
Compare Similar Companies to Sequence Financial Specialists
Compare insights from companies similar to Sequence Financial Specialists, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Sequence Financial Specialists is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Sequence Financial Specialists is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sequence Financial Specialists.
Sequence Financial Specialists Tech Stack
A closer look at the technologies used by Sequence Financial Specialists
See more technologies
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Sequence Financial Specialists
Sign Up For FreeTo access detailed company insights
SEQUENCE Financial Specialists is an investment banking firm and managing broker dealer based in Charleston, SC, specializing in managing broker-dealer services, business advisory, EB-5 capital, and mergers & acquisitions. The firm primarily serves small to middle-market companies with EBITDA or net income ranging from $1,000,000 to $20,000,000 acr... Read More
