How many acquisitions has Sequoia Financial Group made so far?

Sequoia Financial Group has completed 16 acquisitions so far, with an average acquisition amount of $14M.

Which is Sequoia Financial Group's latest acquisition?

Sequoia Financial Group's most recent acquisition is BSW Wealth Partners, a Provider of financial advisory services, acquired in September 2026.

Which sectors does Sequoia Financial Group target for acquisitions?

Most of Sequoia Financial Group's acquisitions are in Asset Management (11) and Investment Tech (2).

In which year did Sequoia Financial Group make the most acquisitions?

Sequoia Financial Group was most active in 2023, with 4 acquisitions completed in that year.

List of 16 Acquisitions by Sequoia Financial Group (Oct 2026)

Most viewed in 2019

Sequoia Financial Group has made a total of 16 acquisitions. These 16 acquisitions span 5 sectors, including Asset Management, Services for Investment Industry, and Investment Tech, across 2 countries: United States and Australia. Peak activity occurred in 2023 with 4 acquisitions, 2024 with 3 acquisitions, and 2026 with 2 acquisitions. From 2020 to 2025, the average was 2.2 acquisitions per year, and 2 acquisitions were completed during the current calendar year. The most recent acquisition is BSW Wealth Partners, a Boulder-based financial advisory firm founded in 1992, acquired in September 2026.

Here's the year on year acquisition history of Sequoia Financial Group:

Number of Total Acquisitions

Year	# Acquisitions
2026	2
2025	2
2024	3
2023	4
2021	2
2019	1
2018	1
2016	1

View all Acquisitions by Sequoia Financial Group

Recent acquisitions by Sequoia Financial Group

Sequoia Financial Group's most recent acquisition - BSW Wealth Partners is a Provider of financial advisory services, founded in 1992 and located in Boulder. Sequoia Financial Group acquired it in September 2026 for a price of $*****.

Here is the list of all acquisitions by Sequoia Financial Group sorted by the latest acquisition date:

Acquired on	Acquired Company	Acquisition Price	Facilitators	Stake Acquired	Acquisition Multiple
Sep 01, 2026	BSW Wealth Partners	q{vi	tgqd	87	761
Aug 03, 2026	All Star Financial	evja	pxxi	21	374
Aug 21, 2025	Martin Worley	dmdm	soig	67	783
Jan 29, 2025	Carlson Capital Management	jvox	zskt	28	218
Nov 01, 2024	Family Asset Management	nkxv	xbnw	24	634