How many acquisitions has Sequoia Financial Group made so far?

Sequoia Financial Group has completed 14 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 Martin Worley, a The Martin Worley Group, acquired in August 2025.

Which sectors does Sequoia Financial Group target for acquisitions?

Most of Sequoia Financial Group's acquisitions are in Asset Management (9) 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 14 Acquisitions by Sequoia Financial Group (Jul 2026)

Sequoia Financial Group has made a total of 14 acquisitions. These 14 acquisitions across 4 sectors—Asset Management, Services for Investment Industry, Investment Tech, and Financial Services—spanned United States and Australia, covering 2 countries. Acquisition activity peaked with 4 in 2023, 3 in 2024, and 2 in 2025. Between 2020 and 2025, the company averaged 2.2 acquisitions per year, with 0 completed in the current calendar year. The most recent acquisition occurred in August 2025 with the purchase of Martin Worley, a company founded in 2008 based in Cottonwood Heights that operates as The Martin Worley Group.

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

Number of Total Acquisitions

Year	# Acquisitions
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 - Martin Worley is a The Martin Worley Group, founded in 2008 and located in Cottonwood Heights. Sequoia Financial Group acquired it in August 2025 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
Aug 21, 2025	Martin Worley	cgbr	oayx	21	529
Jan 29, 2025	Carlson Capital Management	qgqw	njgd	49	618
Nov 01, 2024	Family Asset Management	lqbt	c{kr	47	671
Aug 01, 2024	Karpas Strategies	ktoe	jfwo	65	469
Apr 03, 2024	AltruVista	{hjx	scsw	20	995