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Sequoia Financial Group - Company Information

At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, est...Read more

Financial Services
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    Headquarters

    Akron, Ohio, United States

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    Contact

    Unlock contact

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    Linkedin

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    Company Size

    50 - 99

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    Stock Symbol

    N/A

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    Website

    sequoia-financial.com

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    Type

    Private

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Sequoia Financial Group Technology Stack

Find prospects by the technologies they use. Use this section to learn more about key technologies and tools, tracked by 6sense, used by Sequoia Financial Group

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Microsoft Excel

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Sequoia Financial Group Employee Profiles

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Sequoia Financial Group Competitors

Discover Sequoia Financial Group alternatives or similar companies to benchmark and competitors market analysis. Build a competitive intelligence sales and marketing strategy based on the data and stand out in the market.

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Sąd Rejonowy Dla Wrocławia - Śródmieścia We Wrocławiu

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    Total Employees

    50 - 99

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    Location

    Wroclaw

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    Website

    wroclaw-srodmiescie.sr.gov.pl

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    Type

    N/A

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    Stock Symbol

    N/A

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    Linkedin

    N/A

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StretchSense Ltd

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    Total Employees

    50 - 99

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    Location

    Auckland

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    Website

    stretchsense.co.nz

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    Type

    N/A

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    Stock Symbol

    N/A

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    Linkedin

    N/A

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DAVIS ASSOCS

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    Total Employees

    0 - 9

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    Location

    Akron

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    Website

    N/A

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    Type

    N/A

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    Stock Symbol

    N/A

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    Linkedin

    N/A

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Gleitlager Und Metallverarbeitung Gmbh Osterwieck

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    Total Employees

    50 - 99

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    Location

    Osterwieck

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    Website

    gmo-gleitlager.de

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    Type

    N/A

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    Stock Symbol

    N/A

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    Linkedin

    linkedin icon

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Britears

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    Total Employees

    20 - 49

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    Location

    Akron

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    Website

    britears.com

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    Type

    N/A

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    Stock Symbol

    N/A

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    Linkedin

    linkedin icon

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Sequoia Financial Group News & Press Releases

Sales prospecting needs to be timely and appropriate for the person and organization you are contacting. Following the most recent company news, alerts, and updates about the leads you are currently working on is the simplest and most convenient way to stay on top of them. Here are Sequoia Financial Group latest news, alerts and updates.

RIA Roundup: Sequoia Financial Group to Acquire $930M M Capital Advisors

Sequoia is adding $930 million in assets, while Mercer, NewEdge Wealth and CoastalOne collectively brought in more than $1.13 billion. SageView, Linscomb & Williams and Pathstone all filled key roles.

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20 Oct 2023

Sequoia Financial Group to expand with acquisition of Cleveland wealth manager

Sequoia Financial Group is expanding its reach in Ohio with the acquisition of a Cleveland wealth management firm. The $16 billion AUM Sequoia has agreed to buy the $387 million AUM Cirrus Wealth Management for an undisclosed sum with the transaction expected to close at the end of the month.

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20 Jul 2023

Sequoia Financial agrees to acquire Cirrus Wealth Management in Cleveland

Sequoia Financial Group has agreed to acquire Cirrus Wealth Management in Cleveland for undisclosed terms. Founded by Joe Heider in 2015, Cirrus manages $387 million in assets and employs 12 professionals, Sequoia Financial said Wednesday.

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19 Jul 2023

Sequoia Financial Group Promotes Executives Annie McCauley and Kevin Tichnell, Hires Joseph Glick as COO

AKRON, Ohio, June 22, 2023 /PRNewswire/ -- Sequoia Financial Group, LLC (Sequoia), a leading SEC-registered wealth manager with nearly $16 billion in assets under management, today announced several key leadership appointments. -- Annie McCauley, executive ...

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22 Jun 2023

FAQs for Sequoia Financial Group

Explore frequently asked questions about Sequoia Financial Group’s business, including founding details, header quarters, information on technology stack, industry listing, and other details.

What is Sequoia Financial Group's official website?

The official website of Sequoia Financial Group is sequoia-financial.com You can find their contact number, email address, and headquarters by clicking here.

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How many employees are working at Sequoia Financial Group?

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