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Insights

Strategic Partnerships Sequoia Financial Group's recent partnership with Eide Bailly LLP presents an opportunity to leverage the combined expertise of two established firms, creating potential cross-selling opportunities for wealth management services.

Executive Talent Acquisition The addition of seasoned executives like Brad Kelley and Chris Thom positions Sequoia Financial Group for strategic growth by tapping into the networks and experience of industry veterans to drive sales and business development.

Acquisition Expansion The acquisition of Karpas Strategies, LLC and the subsequent integration into the Sequoia Sentinel Family Office not only expands the company's service offerings but also opens avenues for upselling to existing and new clients.

Investment Diversification Sequoia Financial Group's investment in Cedar Fair showcases a willingness to diversify assets, presenting an opportunity for sales teams to explore wealth management solutions tailored to clients interested in alternative investment opportunities.

Private Equity Backing With private equity backing from Kudu Investment Management and Valeas Capital Partners, Sequoia Financial Group is poised for expansion and growth, providing a ripe environment for sales professionals to leverage the company's financial stability for client acquisition and retention.

Similar companies to Sequoia Financial Group

Sequoia Financial Group Tech Stack

Sequoia Financial Group uses 8 technology products and services including Google Analytics, Google Font API, jQuery, and more. Explore Sequoia Financial Group's tech stack below.

  • Google Analytics
    Analytics
  • Google Font API
    Font Scripts
  • jQuery
    Javascript Libraries
  • Slick
    Javascript Libraries
  • jQuery UI
    Javascript Libraries
  • Pardot
    Marketing
  • Pantheon
    Platform As A Service
  • YouTube
    Video Players

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
96%
First@sequoia-financial.comJohn@sequoia-financial.com
2%
Last@sequoia-financial.comDoe@sequoia-financial.com
1%
FirstLast@sequoia-financial.comJohnDoe@sequoia-financial.com
1%

Frequently Asked Questions

Where is Sequoia Financial Group's headquarters located?

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Sequoia Financial Group's main headquarters is located at 3500 Embassy Parkway Akron, OH 44333 US. The company has employees across 4 continents, including North AmericaOceaniaEurope.

What is Sequoia Financial Group's phone number?

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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?

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Sequoia Financial Group's official website is sequoia-financial.com and has social profiles on LinkedIn.

How much revenue does Sequoia Financial Group generate?

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As of October 2024, Sequoia Financial Group's annual revenue reached $35M.

What is Sequoia Financial Group's NAICS code?

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Sequoia Financial Group's NAICS code is 522292 - Real Estate Credit.

How many employees does Sequoia Financial Group have currently?

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As of October 2024, Sequoia Financial Group has approximately 252 employees across 4 continents, including North AmericaOceaniaEurope. Key team members include Chief Investment Officer: N. Z.Chief Compliance Officer: M. D.Chief Operating Officer: J. G.. Explore Sequoia Financial Group's employee directory with LeadIQ.

What industry does Sequoia Financial Group belong to?

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Sequoia Financial Group operates in the Financial Services industry.

What technology does Sequoia Financial Group use?

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Sequoia Financial Group's tech stack includes Google AnalyticsGoogle Font APIjQuerySlickjQuery UIPardotPantheonYouTube.

What is Sequoia Financial Group's email format?

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Sequoia Financial Group's email format typically follows the pattern of . Find more Sequoia Financial Group email formats with LeadIQ.

How much funding has Sequoia Financial Group raised to date?

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As of October 2024, Sequoia Financial Group has raised $200M in funding. The last funding round occurred on Oct 19, 2022 for $200M.

When was Sequoia Financial Group founded?

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Sequoia Financial Group was founded in 1991.
Sequoia Financial Group

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, 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 expertise 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
522292 - Real Estate Credit
Founded
1991
Employees
201-500

Section iconFunding & Financials

  • $200M

    Sequoia Financial Group has raised a total of $200M of funding over 2 rounds. Their latest funding round was raised on Oct 19, 2022 in the amount of $200M.

  • $10M$50M

    Sequoia Financial Group's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $200M

    Sequoia Financial Group has raised a total of $200M of funding over 2 rounds. Their latest funding round was raised on Oct 19, 2022 in the amount of $200M.

  • $10M$50M

    Sequoia Financial Group's revenue is in the range of $10M$50M

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