Sequoia Financial Group - Crunchbase Company Profile & Funding

Q: Who invested in Sequoia Financial Group?

Sequoia Financial Group has 2 investors including Valeas Capital Partners And Kudu Investment Management.

Q: How much funding has Sequoia Financial Group raised to date?

Sequoia Financial Group has raised obfuscated.

Overview

Sequoia Financial Group

Total Funding

obfuscation

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

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About Sequoia Financial Group

CB Rank

33207

Sequoia Financial Group offers comprehensive wealth management services including financial planning, asset management, and estate planning.

Founded

obfuscation

Private

Private Equity

Akron, Ohio, United States

251-500

www.sequoia-financial.com

Consulting

Financial Services

Wealth Management

Funding Rounds

Private Equity

OBF

obfuscation

Private Equity

OBF

obfuscation

Key People

Gerry Knotek: Executive Vice President, Chief Compliance Officer
Shaun Kapusinski: Director, Technology & Operations

Details

Legal Name

Sequoia Financial Advisors, LLC

Operating Status

Active

Company Type

For Profit

Founders

Thomas Haught

About the Company

Sequoia Financial Group takes a client-centered approach to providing comprehensive financial planning and wealth management services, including asset management, estate and retirement planning fiduciary consulting, family wealth, and institutional services.

Phone Number

216-774-1240

Contact Email

office.ceohq@gmail.com

Predictions & Insights

Growth Insight

See this Growth Insight

Sequoia Financial Group is

Lorem

to be growing

Top Contributing Factors

Market Share Expansion

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Key Employee Changes

Products & Services

Sequoia Sentinel Family Office Services

A family office service for ultra-high-net-worth individuals and families, providing long-term wealth preservation, governance structuring, and investment management.

Wealth Planning

Personalized financial planning service that delivers comprehensive financial analysis and strategies tailored to individual or family goals.

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Financials

Company Funding

Funding Rounds

Investors

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - Sequoia Financial Group	1	obfuscated obfuscation	Valeas Capital Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Sequoia Financial Group	1	obfuscated obfuscation	Valeas Capital Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Sequoia Financial Group	1	obfuscated obfuscation	Valeas Capital Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Sequoia Financial Group	1	obfuscated obfuscation	Valeas Capital Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Sequoia Financial Group	1	obfuscated obfuscation	Valeas Capital Partners	Private Equity

Funding Rounds

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - Sequoia Financial Group	1	obfuscated obfuscation	Valeas Capital Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Sequoia Financial Group	1	obfuscated obfuscation	Valeas Capital Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Sequoia Financial Group	1	obfuscated obfuscation	Valeas Capital Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Sequoia Financial Group	1	obfuscated obfuscation	Valeas Capital Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Sequoia Financial Group	1	obfuscated obfuscation	Valeas Capital Partners	Private Equity

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.

Investor Name	Lead Investor	Funding Round	Partners
Valeas Capital Partners	Yes	Private Equity Round - Sequoia Financial Group	Rob Little
Valeas Capital Partners	Yes	Private Equity Round - Sequoia Financial Group	Rob Little
Valeas Capital Partners	Yes	Private Equity Round - Sequoia Financial Group	Rob Little
Valeas Capital Partners	Yes	Private Equity Round - Sequoia Financial Group	Rob Little
Valeas Capital Partners	Yes	Private Equity Round - Sequoia Financial Group	Rob Little