Sequoia Financial
Sequoia is an investment advisory firm that provides financial and retirement planning and asset management services for individuals and businesses.
Business Model: B2B
Revenue: $7M
Employees: 51-200
Rankings
Industries / Tags:
Detailed Sequoia Financial Information
Geographic Data
Address: 3500 Embassy Pkwy
City: Akron
State: OH
Zip: 44333
Country: US
Financial Info
Stage:
corporate round
Raised Last:
$0
Raised Total:$1M
Social
Metrics
2,569,799Website Global Rank
6,834Website Monthly Traffic
Twitter Followers
Description
Sequoia is an investment advisory firm that provides financial and retirement planning and asset management services for individuals and businesses.
Contact Phone:
+18882253777
Contact Email:
| Announced Date | Company | Transaction | Money Raised |
|---|
| Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 4/2020 | Debt | $1M |
U.S. Small Business Administration. |
7/2020 | Private Equity Round | 1 | - |
Kudu Investment Management Kudu Investment Management |
10/2022 | Private Equity Round | $0 |
Valeas Capital Partners Valeas Capital Partners |
7/2020 | Private Equity Round | - | 7/2020 | Corporate Round | 1 | - |
Kudu Investment Management Kudu Investment Management |
7/2020 | Private Equity Round | - |
Kudu Kudu |
7/2020 | Corporate Round | 1 | - |
Kudu Investment Management Kudu Investment Management |
|---|
| Announced Date | Name | Price |
|---|---|---|
| 11/2021 | NCA Financial Planners | |
| 4/2021 | WEALTHSTONE ADVISORS | |
| 8/2018 | LJPR Financial Advisors | |
| 6/2016 | RAV Financial Services |
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