Sequoia Financial Group
Finance · Ohio, United States · 201-500 Employees
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Overview
Headquarters
3500 Embassy Pkwy Ste 100, Akron, Ohio, ...Phone Number
(330) 375-9480Website
www.sequoia-financial.comRevenue
$255.2 MillionIndustry
ZI Rank: 4
Signal Type
Jan
Feb
Mar
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Jun
ZI Rank
4
4
4
4
4
4
About Sequoia Financial Group
Sequoia Financial Group is a financial advisory and wealth management firm that helps individuals, families, and businesses manage investments, financial planning, retirement strategies, estate planning, and tax planning. The company provides personalized wealth management solutions, fiduciary guidance, and investment advisory services designed to support long term financial goals and preserve generational wealth.Explore more
Sequoia Financial Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Sequoia Financial Group
$255.2M
201-500
Private
$201M
1991
ET
Elizabeth TanChief Financial Officer & Joint Company Secretary
Company Profile Activity
Activity Insights
Sequoia Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Sequoia Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sequoia Financial Group.
Sequoia Financial Group financials insights
Gather financial insights about Sequoia Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$1M
2022
Private Equity
$200M
Sequoia Financial Group Tech Stack
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Most Recent Scoops
Open Position
Person-Based
Open Position
Lateral Move
Executive Move
Executive Moves, Lateral Move
Promotion
Executive Move
Executive Moves, Promotion
Sequoia Financial Group News & Media
Sequoia Financial Group Strengthens California Foothold, Acquires Sterling Financial Group
AKRON, Ohio, Dec. 2, 2025 /PRNewswire/ -- Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $29.9 billion in assets under management as of Sept. 30, 2025, today announced the acquisition of Sterling Financial Group, Inc. (Sterling Financial), an...Sequoia Financial Group to Acquire The Martin Worley Group, Utah-based Wealth Manager
AKRON, Ohio, Aug. 20, 2025 /PRNewswire/ -- Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $27.6 billion in assets under management as of June 30, 2025, today announced it has reached an agreement to acquire The Martin Worley Group (MWG), a wealth...Sequoia Financial Group Completes Acquisition of Carlson Capital Management, Expanding National Presence and AUM
AKRON, Ohio, April 1, 2025 /PRNewswire/ -- Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $22.6 billion in assets under management as of Dec. 31, 2024, today announced it has completed its acquisition of Carlson Capital Management, LLC (CCM), a...Sequoia Financial Group to consolidate Beachwood office in Mayfield Heights
Sequoia Financial Group plans to consolidate its Beachwood and Mayfield Heights offices at a renovated location at Landerbrook Corporate Center II in Mayfield Heights.
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Frequently Asked Questions Regarding Sequoia Financial Group
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Sequoia Financial Group is a financial advisory and wealth management firm that helps individuals, families, and businesses manage investments, financial planning, retirement strategies, estate planning, and tax planning. The company provides personalized wealth management solutions, fiduciary guidance, and investment advisory services designed to... Read More
