Fundz

Sequoia Financial acquires Quish wealth management

PRIVATEOct 22, 2026

Acquiring Company

Sequoia Financial Group

Acquired Company

Quish

AkronBoulderFinancial ServicesNon ProfitFamily

Description

Sequoia Financial Group has acquired Quish, expanding its reach and service offerings for clients in the western United States. This strategic acquisition allows Quish clients to access a breadth of personalized wealth management solutions. Mariah Quish, the founder, joins Sequoia's team, enhancing its service capabilities.

Who to call at Sequoia Financial Group, and when

When Sequoia Financial Group changes hands, the new owners review vendors, systems and leadership. That is when the door opens.

  • An alert the day Sequoia Financial Group raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Sequoia Financial Group, from your own LinkedIn network
See plan options
Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce 4.8/5 on G2

Company Information

Company

Sequoia Financial Group

Location

3500 Embassy Pkwy

Akron, Ohio, United States

About

The firm had approximately $10 billion in client assets as of Dec. 31, 2021.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment Sequoia Financial Group makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

Annie
Likely contact at this company
••••••••@••••••••

See Annie's verified email →

Create an account to reveal verified emails
Predictive Intelligence
Strategic

ML-powered predictions for Sequoia Financial Group's next move

Learn about Strategic plan

Frequently asked

Who acquired Quish?

Quish was acquired by Sequoia Financial Group, based in Akron. The deal was reported on October 22, 2026. The firm had approximately $10 billion in client assets as of Dec. 31, 2021. Sequoia Financial Group is privately held and operates in Financial Services.

When did Sequoia Financial Group acquire Quish?

Sequoia Financial Group's acquisition of Quish was reported on October 22, 2026. Sequoia Financial Group has acquired Quish, expanding its reach and service offerings for clients in the western United States. This strategic acquisition allows Quish clients to access a breadth of personalized wealth management solutions. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does Quish do?

Quish is an independent family office and wealth management firm that provides bespoke portfolios and legacy planning for families and individuals. Founded in 2008, it managed more than $175 million in client assets as of September 30, 2026. It is privately held, operating in Non Profit, and is based in Boulder.

This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.