Sequoia Financial Group
Akron, Ohio, United States · Financial Services · 1,000 employees
The firm had approximately $10 billion in client assets as of Dec. 31, 2021.
Funding history
- Funding Round — $200.0M — Oct 2022
Recent signals
- Dec 02, 2025: Acquired Sequoia Financial acquires Sterling Financial Group
- Oct 15, 2025: Sequoia Financial Names Annie McCauley as President and Chris Thom as Chief Growth Officer
- Aug 20, 2025: Acquired Sequoia Financial to acquire The Martin Worley Group
- Apr 01, 2025: Acquired Sequoia Financial acquires Carlson Capital Management
- Jan 29, 2025: Acquired Sequoia Financial Group to Acquire Carlson Capital Management, $3.8 Billion Wealth Manager
- Oct 31, 2024: Acquired Sequoia Financial Group acquires Charleston-based Family Asset Management
- Aug 28, 2024: Acquired Sequoia Financial Group forms wealth management partnership with Eide Bailly
- Jul 31, 2024: Acquired Sequoia Financial Group acquires Karpas Strategies; Wealth Manager Will Become Part of the Sequoia Sentinel Family Office
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