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
Address: 3500 Embassy Pkwy
City: Akron
State: OH
Zip: 44333
Country: US
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 |
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Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 7/2020 | Private Equity Round | 1 | - |
Kudu Investment Management Kudu Investment Management |
10/2022 | Private Equity Round | $0 |
Valeas Capital Partners Valeas Capital Partners |
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 | - | 7/2020 | Private Equity Round | - |
Kudu Kudu |
7/2020 | Corporate Round | 1 | - |
Kudu Investment Management Kudu Investment Management |
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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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