Sequoia Wealth Management

Finance · Australia · 11-50 Employees

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Overview

Headquarters

7 Macquarie Pl L 7, Sydney, New South Wa...

Phone Number

+61 281142288

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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May
ZI Rank
1
1
1
1
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1

About Sequoia Wealth Management

Sequoia Wealth Management provides a range of financial services including advice on Australian and international shares, options, margin lending, life insurance, and Contracts for Difference. The firm is dedicated to offering quality financial advice and innovative investment solutions to individual and business clients. They emphasize research and portfolio reporting to enhance client experiences while promoting responsible and committed service. With strong strategic partnerships, they aim to facilitate success for both clients and advisers.Explore more
Sequoia Wealth Management's Social MediaPopular SearchesSequoia Wealth Management Pty LtdWealth Management SASIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sequoia Wealth Management

<$5M
11-50
Private
-
-
N/A
$14.2M
51-200
Private
-
2011
EF
Emily FreebodyCustomer Service Manager
$8.2M
11-50
Private
-
-
N/A
$5.7M
11-50
Private
-
2010
<$5M
11-50
Private
-
1995
JM
Jill MayClient Relations Head
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
2003
AL
Alice LeMessurierCEO & Co-Founder
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sequoia Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sequoia Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sequoia Wealth Management.

Sequoia Wealth Management Tech Stack

A closer look at the technologies used by Sequoia Wealth Management

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Frequently Asked Questions Regarding Sequoia Wealth Management

What is Sequoia Wealth Management's official website?
Sequoia Wealth Management's official website is www.sequoiawm.com.au
What is Sequoia Wealth Management's Revenue?
Sequoia Wealth Management's revenue is <$5 Million
What is Sequoia Wealth Management's SIC code?
Sequoia Wealth Management's SIC: 62,628
What is Sequoia Wealth Management's NAICS code?
Sequoia Wealth Management's NAICS: 52,523
How many employees does Sequoia Wealth Management have?
Sequoia Wealth Management has 11-50 employees
What industry does Sequoia Wealth Management belong to?
Sequoia Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is Sequoia Wealth Management competition?
Sequoia Wealth Management top competitors include: Markiewicz, Share Prices, LemSec, Forex School
What technology does Sequoia Wealth Management use?
Some of the popular technologies that Sequoia Wealth Management uses are: WordPress.org, PHP, Google Universal Analytics, Cloudflare CDN
How do I contact Sequoia Wealth Management?
Sequoia Wealth Management contact info: Phone number: +61 281142288 Website: www.sequoiawm.com.au
What does Sequoia Wealth Management do?

Sequoia Wealth Management provides a range of financial services including advice on Australian and international shares, options, margin lending, life insurance, and Contracts for Difference. The firm is dedicated to offering quality financial advice and innovative investment solutions to individual and business clients. They emphasize research an... d portfolio reporting to enhance client experiences while promoting responsible and committed service. With strong strategic partnerships, they aim to facilitate success for both clients and advisers.Read More

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

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