Insights

Expansion and Leadership Growth Sequoia Financial Group is actively expanding its leadership team with recent hires of an executive director for Asia Pacific and a new president set to join in January 2026. This indicates ongoing strategic growth initiatives and a focus on strengthening executive capacity, presenting opportunities for targeted executive and leadership support solutions.

Strategic Asset Investments The firm has made significant asset investments, including a $435,000 stake in the Invesco Emerging Markets Sovereign Debt ETF and acquiring substantial client assets totaling $3.8 billion, reflecting a strong emphasis on diversified investment strategies. This signals an openness to innovative investment products, ideal for collaboration with asset management and investment platform providers.

Mergers and Acquisitions Sequoia has expanded through acquisitions like The Martin Worley Group and Carlson Capital Management, demonstrating a growth model that integrates new firms and client bases. These activities suggest potential opportunities for service providers in integration, client onboarding, and technology solutions that facilitate seamless mergers and acquisitions.

Advanced Technology Use The company's use of various technology platforms including Google Fonts API, Pardot, Python, and LinkedIn indicates a focus on digital engagement and operational efficiency. Vendors offering client engagement tools, CRM enhancements, or tech-driven advisory solutions could find a receptive partner in Sequoia.

Significant Wealth Management Scale With assets under management of approximately $22.6 billion and a client asset base exceeding $3.8 billion, Sequoia Financial Group is a major player in wealth management. This scale provides opportunities for enterprise-level partnerships with fund administrators, compliance solutions, and financial technology providers targeting large investment firms.

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

Where is Sequoia Financial Group's headquarters located?

Minus sign iconPlus sign icon
Sequoia Financial Group's main headquarters is located at 3500 Embassy Parkway, Akron, OH 44333, US. The company has employees across 3 continents, including North AmericaOceaniaAsia.

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 October 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

Sequoia Financial Group

Financial ServicesUnited 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

Headquarters
3500 Embassy Parkway, Akron, OH 44333, US
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.