Sequoia Financial Group To Acquire Affinia Financial Group, Wealth Manager Offering Specialized Planning Services To Families With Special Needs
Acquiring Company
Sequoia Financial Group
Acquired Company
Affinia Financial Group
AkronFinancial ServicesFinancial ServicesDescription
Sequoia Financial Group, LLC (Sequoia), a leading SEC-registered wealth manager with nearly $16 billion in assets under management as of July 31, 2023, today announced it has entered into an agreement to acquire Affinia Financial Group, LLC (Affinia), a wealth manager offering a specialty practice dedicated to special needs financial planning. The firms expect the transaction to close this month. Financial terms were not disclosed.
Quick answer
Sequoia Financial Group is acquiring Affinia Financial Group, announced August 14, 2023. Sequoia Financial Group is based in Akron, Ohio, United States.
- How much did Sequoia Financial Group pay for Affinia Financial Group?
- The deal value was not disclosed.
- What does Sequoia Financial Group do?
- Sequoia Financial Group strongly believes that financial planning should revolve solely around you.
- Where are Sequoia Financial Group and Affinia Financial Group based?
- Sequoia Financial Group is based in Akron, Ohio, United States.
- Who are the decision-makers at Sequoia Financial Group?
- Fundz holds 1 contact at Sequoia Financial Group. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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Frequently asked
Who acquired Affinia Financial Group?
Affinia Financial Group was acquired by Sequoia Financial Group, based in Akron. The deal was reported on August 14, 2023. Sequoia Financial Group strongly believes that financial planning should revolve solely around you. Our mission is to help you get what you want out of life. And we’re passionate about it. Sequoia Financial Group is privately held and operates in Financial Services.
When did Sequoia Financial Group acquire Affinia Financial Group?
Sequoia Financial Group's acquisition of Affinia Financial Group was reported on August 14, 2023. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Affinia Financial Group do?
Based in Burlington, Mass., Affinia is an SEC-registered firm managing approximately $418 million in assets as of Aug. 10, 2023, and serving high net worth individuals, families, trusts, estates, and retirement plans. It is privately held, operating in Financial Services.
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