24 Followers on Owler

Sequoia Financial

is an Ohio-based investment advisory firm that provides services such as financial planning and asset management for individuals and institutions... Read more
OverviewCompetitorsAcquisitionsFundingInvestmentsNews & Insights

Sequoia Financial

is an Ohio-based investment advisory firm that provides services such as financial planning and asset management for individuals and institutions... Read more
Sequoia Financial President & CEO: Thomas Haught

President & CEO

Thomas Haught

CEO Approval Rating

90/100

1991

Private

Banking, Financial Services and Insurance
Asset & Investment Management
6199 NAICS listing

Est. Annual Revenue
$25-100M
Agree?
Est. Employees
250-500
Agree?
Funding
$1M
Acquisitions
12
Investments
1

News

Acquisition
Jan 30, 2025
Finance & Commerce
Sequoia Financial acquired Carlson Capital Management, LLC for undisclosed amount

Sequoia Financial Competitors

1Allworth
2Stratos
3Winslow Asset Management
4HW Financial Advisors
5Fred Martin Fiat
6Clarity 2 Prosperity Mastermind Group
7Veris
8Sam Bonsignore
9Mirifex
10Akron Ohio Tent Rentals
Unlock 7 + competitors

Trending Companies