Sequinox
Finance · Pennsylvania, United States · 1-10 Employees
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Overview
Headquarters
941 Wheatland Ave Ste 101, Lancaster, Pe...Phone Number
(717) 397-7957Website
www.sequinox.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Sequinox
Sequinox Wealth Management is a registered investment advisor based in Pennsylvania, specializing in personalized financial planning services. They focus on helping clients achieve their financial goals, whether it's saving for retirement or reducing taxes, through a tailored approach that emphasizes understanding individual needs and aspirations. The company engages clients in open discussions about their current financial situation and future dreams, creating customized plans that are actively monitored and adjusted as life changes. Sequinox serves clients nationally, ensuring compliance with regulatory requirements in various states.Explore more
Sequinox Org Chart
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Company Profile Activity
Activity Insights
Sequinox is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Sequinox is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sequinox.
Sequinox financials insights
Gather financial insights about Sequinox, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2021
Debt
$155K
Sequinox Tech Stack
A closer look at the technologies used by Sequinox
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Most Recent Scoops
Funding
Sequinox has received an SBA PPP loan in the amount of $155,083 from First National Bank of Pennsylvania resulting in the retention of 8 jobs.
Project
A high-level source has indicated plans to increase investments towards business intelligence and information security.
Spending/Investment, Business Intelligence, Information Security, Request for Proposal (RFP), Analytics & Insights
Project
A high-level source has indicated that the organization is planning to increase spending towards automation of financial processes within the next 6 months.
Spending/Investment, Request for Proposal (RFP), Automation, Enterprise Software, Financial Systems
Project
A high-level source has indicated that the organization is planning to increase spending towards general ledger within the next 6 months.
Spending/Investment, Request for Proposal (RFP), Accounting, Financial Systems
Project
Advertising, Collaboration/Web Apps, Request for Proposal (RFP), Website, Video
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Sequinox Wealth Management is a registered investment advisor based in Pennsylvania, specializing in personalized financial planning services. They focus on helping clients achieve their financial goals, whether it's saving for retirement or reducing taxes, through a tailored approach that emphasizes understanding individual needs and aspirations.... Read More
