Sequinox

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

941 Wheatland Ave Ste 101, Lancaster, Pe...

Phone Number

(717) 397-7957

Revenue

<$5 Million

Industry

Finance Securities Trading
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's Social MediaPopular SearchesSequinoxsequinox IncBoyd Senior PlanningBoyd Senior Financial Planning LtdSequinox Wealth Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Sequinox Org Chart

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CW
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Chief Operating Officer

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JW
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President

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TB
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Service Coordinator

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TR
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Business Coordinator

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JR
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Receptionist

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JV
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Receptionist

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Receptionist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sequinox

<$5M
1-10
Private
<$5M
2001
CW
Christine WirbickChief Operating Officer
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
2010
AM
Alicia McClavertyOffice Manager
<$5M
1-10
Private
<$5M
2016
AL
Aaron LeakFounder & Manager, Wealth
<$5M
1-10
Private
-
2009
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High 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

See All Sequinox's Financials Insights

Sequinox Tech Stack

A closer look at the technologies used by Sequinox

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
See more scoops

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Frequently Asked Questions Regarding Sequinox

What is Sequinox's official website?
Sequinox's official website is www.sequinox.com
What is Sequinox's Revenue?
Sequinox's revenue is <$5 Million
What is Sequinox's SIC code?
Sequinox's SIC: 62,628
What is Sequinox's NAICS code?
Sequinox's NAICS: 52,523
How many employees does Sequinox have?
Sequinox has 1-10 employees
What industry does Sequinox belong to?
Sequinox is in the industry of: Finance, Securities Trading
What is Sequinox competition?
Sequinox top competitors include: Ratcliff Financial Services, Financial Planning Hawaii, ECL Private Wealth Management, Lunsford Financial Planning
What technology does Sequinox use?
Some of the popular technologies that Sequinox uses are: Google Font API, YouTube, Node.js, Microsoft 365
How do I contact Sequinox?
Sequinox contact info: Phone number: (717) 397-7957 Website: www.sequinox.com
What does Sequinox do?

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.Read More

What are Sequinox social media links?
Sequinox Linkedin page Sequinox Twitter page Sequinox Facebook page
Is Sequinox a public company?
Sequinox is private company therefore does not currently have an official ticker symbol
See more information about Sequinox

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