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

Detailed Sequoia Financial Information

Geographic Data

Sequoia Financial headquarters map

Address: 3500 Embassy Pkwy

City: Akron

State: OH

Zip: 44333

Country: US

Financial Info

Stage:

corporate round

Raised Last:

$0

Raised Total:

$1M

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
10/2022 Private Equity Round $0 Valeas Capital Partners
Valeas Capital Partners
7/2020 Private Equity Round -
4/2020 Debt $1M U.S. Small Business Administration.
7/2020 Corporate Round 1 - Kudu Investment Management
Kudu Investment Management
7/2020 Private Equity 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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