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Sequoia Financial Acquisitions

Sequoia Financial has acquired 12 companies and its latest acquisition was Carlson Capital Management, LLC on Jan 2025

Unlock 9 more acquisitions →
COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
Carlson Capital Management, LLC

Jan 2025

Source »
undisclosed
-
Family Asset Management

Oct 2024

Source »
undisclosed
-

-

Eide Bailly Advisors, LLC

Aug 2024

Source »
undisclosed
-
Karpas Strategies, LLC

Jul 2024

Source »
undisclosed
Karpas Strategies is a Connecticut-based financial advisory company that provides investment management services for individuals and businesses.
AltruVista, LLC

Mar 2024

Source »
undisclosed
AltruVista is a Texas-based investment advisory firm that provides services such as financial planning and asset management for individuals and businesses.

Frequently Asked Questions about Sequoia Financial

  1. What companies did Sequoia Financial acquire?

    Companies acquired by Sequoia Financial include Carlson Capital Management, FAM and

  2. How many acquisitions does Sequoia Financial have?

    Sequoia Financial has acquired 12 companies including Carlson Capital Management, FAM and .

  1. How many acquisitions did Sequoia Financial make in 2025?

    In 2025 Sequoia Financial acquired 1 companies including Carlson Capital Management.