Sequoia Financial Group
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Finance · Ohio, United States · 201-500 Employees

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Overview

Headquarters

3500 Embassy Pkwy Ste 100, Akron, Ohio, ...

Phone Number

(330) 375-9480

Website

www.sequoia-financial.com

Revenue

$255.2 Million

Industry

Finance Securities Trading

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's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Sequoia Financial Group Org Chart

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KT
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Kevin Tichnell

Chief Financial Officer

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Trevor Chuna, Chief Technology Officer at Sequoia Financial Group
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Trevor Chuna

Chief Technology Officer

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Floriane Allard

Chief People Officer

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Nicholas Zamparelli

Chief Investment Officer

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Compare Similar Companies to Sequoia Financial Group

Compare insights from companies similar to Sequoia Financial Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sequoia Financial Group

$255.2M
201-500
Private
$201M
1991
KT
Kevin TichnellChief Financial Officer
Forest Hills Financial Gr...
$121.2M
201-500
Private
-
1980
NP
Nathan PerlmutterPresident, CEO
Brighton Jones
$89.2M
201-500
Private
<$5M
1999
AK
April KyrkosChief Operating Officer
Independent Capital Manag...
$66.3M
201-500
Private
<$5M
1988
LS
Lance StanleyChief Financial Officer
Buckingham Strategic Part...
$19.8M
201-500
Private
-
1997
PR
Panch RomeroRegional Director
Atlantic Financial
$15.7M
201-500
Private
-
1994
JM
Joseph MuiDirector, Private Clients
Grandtag Financial Consul...
$7.1M
51-200
Private
-
1999
GS
Gollum ShauCEO & Responsible Officer (Hong Kong)
Illustration of an envelope

Sequoia Financial Group Tech Stack

A closer look at the technologies used by Sequoia Financial Group

Freshservice

By

Freshworks
ClickCease

By

Clickcease
Zingfit

By

Zingfit
DocuSign

By

DocuSign
See more technologies

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Frequently Asked Questions Regarding Sequoia Financial Group

What is Sequoia Financial Group's official website?
Sequoia Financial Group's official website is www.sequoia-financial.com What is Sequoia Financial Group's Revenue?
Sequoia Financial Group's revenue is $255.2 Million What is Sequoia Financial Group's SIC code?
Sequoia Financial Group's SIC: 62,628 What is Sequoia Financial Group's NAICS code?
Sequoia Financial Group's NAICS: 52,523 How many employees does Sequoia Financial Group have?
Sequoia Financial Group has 201-500 employees What industry does Sequoia Financial Group belong to?
Sequoia Financial Group is in the industry of: Finance, Securities Trading What is Sequoia Financial Group competition?
Sequoia Financial Group top competitors include: Atlantic Financial, Forest Hills Financial Group NY, Buckingham Strategic Partners, Independent Capital Management What companies has Sequoia Financial Group acquired?
Sequoia Financial Group has acquired the companies: Austin Calvert & Flavin, Ljpr, BSW Wealth Partners, Mercer Capital Management What technology does Sequoia Financial Group use?
Some of the popular technologies that Sequoia Financial Group uses are: Freshservice, ClickCease, Zingfit, DocuSign Who is the CFO of Sequoia Financial Group?
Sequoia Financial Group's CFO is Kevin Tichnell Who is the CTO of Sequoia Financial Group?
Sequoia Financial Group's CTO is Trevor Chuna How do I contact Sequoia Financial Group?
Sequoia Financial Group contact info: Phone number: (330) 375-9480 Website: www.sequoia-financial.com What does Sequoia Financial Group do?

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.Read More

 What are Sequoia Financial Group social media links?
Sequoia Financial Group Linkedin page Sequoia Financial Group Twitter page Sequoia Financial Group Facebook page Who invested in Sequoia Financial Group?
Sequoia Financial Group has 2 investors including Valeas and PPP. Is Sequoia Financial Group a public company?
Sequoia Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Sequoia Financial Group

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