Insights

Growth through M&A Sequoia Financial Group has demonstrated active expansion by acquiring multiple firms, including Sterling Financial Group and The Martin Worley Group, indicating an appetite for strategic growth. This opens opportunities to offer tailored integration solutions, ongoing advisory services, or technology upgrades to support their acquisitive strategy.

Significant Assets Under Management With approximately 29.9 billion dollars in assets under management, Sequoia Financial presents an ideal target for premium financial technology solutions, personalized wealth management platforms, and premium consulting services aimed at enhancing client experiences and operational efficiency.

Focus on Wealth Management Specializing in comprehensive wealth management and estate planning, Sequoia Financial offers potential avenues for advanced financial planning software, compliance solutions, and client engagement tools tailored to high-net-worth clients and fiduciary services.

Strategic Geographic Expansion Recent hires and news suggest an emphasis on Asia Pacific strategies and market diversification. This indicates potential sales opportunities for cross-border financial technologies, multilingual client onboarding platforms, and regional compliance solutions.

Tech Stack and Digital Readiness Utilizing a broad array of digital tools including Pardot and Python, Sequoia Financial shows openness to adopting innovative technology solutions. This provides openings for sales of advanced analytics, AI-driven advisory tools, and integrated marketing automation to optimize their client service and operational workflows.

Sequoia Financial Group Tech Stack

Sequoia Financial Group uses 8 technology products and services including Google Fonts API, AMD, imagesLoaded, and more. Explore Sequoia Financial Group's tech stack below.

  • Google Fonts API
    Font Scripts
  • AMD
    IT Infrastructure
  • imagesLoaded
    Javascript Libraries
  • Pardot
    Marketing
  • LinkedIn
    Online Community Software
  • Pantheon
    Platform As A Service
  • Python
    Programming Languages
  • GoDaddy
    Web Hosting

Media & News

Sequoia Financial Group's Email Address Formats

Sequoia Financial Group uses at least 1 format(s):
Sequoia Financial Group Email FormatsExamplePercentage
FLast@sequoia-financial.comJDoe@sequoia-financial.com
94%
First@sequoia-financial.comJohn@sequoia-financial.com
4%
Last@sequoia-financial.comDoe@sequoia-financial.com
1%
First.Last@sequoia-financial.comJohn.Doe@sequoia-financial.com
1%

Frequently Asked Questions

What is Sequoia Financial Group's phone number?

Minus sign iconPlus sign icon
You can contact Sequoia Financial Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Sequoia Financial Group's official website and social media links?

Minus sign iconPlus sign icon
Sequoia Financial Group's official website is sequoia-financial.com and has social profiles on LinkedInCrunchbase.

What is Sequoia Financial Group's NAICS code?

Minus sign iconPlus sign icon
Sequoia Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Sequoia Financial Group have currently?

Minus sign iconPlus sign icon
As of December 2025, Sequoia Financial Group has approximately 372 employees across 3 continents, including North AmericaOceaniaAsia. Key team members include Chief Executive Officer: R. V.Chief Investment Officer: N. Z.Chief Compliance Officer: M. D.. Explore Sequoia Financial Group's employee directory with LeadIQ.

What industry does Sequoia Financial Group belong to?

Minus sign iconPlus sign icon
Sequoia Financial Group operates in the Financial Services industry.

What technology does Sequoia Financial Group use?

Minus sign iconPlus sign icon
Sequoia Financial Group's tech stack includes Google Fonts APIAMDimagesLoadedPardotLinkedInPantheonPythonGoDaddy.

What is Sequoia Financial Group's email format?

Minus sign iconPlus sign icon
Sequoia Financial Group's email format typically follows the pattern of FLast@sequoia-financial.com. Find more Sequoia Financial Group email formats with LeadIQ.

When was Sequoia Financial Group founded?

Minus sign iconPlus sign icon
Sequoia Financial Group was founded in 1991.

Sequoia Financial Group

Financial ServicesOhio, United States201-500 Employees

At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary consulting, executive compensation planning, special needs financial planning, and family wealth services.

More importantly, we offer a way for you as an individual or business owner to take control of your financial future. We work side-by-side with you to create and work towards your financial goals, objectives, and dreams.

We relentlessly strive to be your most trusted advisor. We are passionate about providing the highest level of technical proficiency within a friendly, down-to-earth and compassionate environment. Our salaried professionals work as a team and are focused on what is best for you. Our clients are our greatest asset, and we work tirelessly to earn and retain your trust and business.

*Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1991
Employees
201-500

Section iconFunding & Financials

  • $250M$500M

    Sequoia Financial Group's revenue is estimated to be in the range of $250M$500M

Section iconFunding & Financials

  • $250M$500M

    Sequoia Financial Group's revenue is estimated to be in the range of $250M$500M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.