When was Sequoia Financial Group founded?

Sequoia Financial Group was founded in 1991 and raised its 1st funding round 29 years after it was founded.

Where is Sequoia Financial Group located?

Sequoia Financial Group is headquartered in Akron, United States.

How many employees does Sequoia Financial Group have?

As of Aug 31, 2026, the latest employee count at Sequoia Financial Group is 435.

Is Sequoia Financial Group a funded company?

Sequoia Financial Group is a funded company, having raised a total of $200M across 2 funding rounds to date. The company's 1st funding round was a $***** Unattributed round, raised on Jul 08, 2020.

When was the latest funding round of Sequoia Financial Group?

Sequoia Financial Group's latest funding was a $***** Series A round on Oct 19, 2022, with participation from 1 investor.

Where does Sequoia Financial Group rank among its competitors?

Sequoia Financial Group ranks 77th amongst 10877 active competitors, of which 289 are funded. It stands 2nd in terms of total funding among its competitors. The most recent competitor to raise funding was Goldman Sachs, which secured $1M in Aug, 2026.

Who are the top competitors of Sequoia Financial Group?

Sequoia Financial Group's top competitors include Fidelity Investments, FIS and S&P Global. Among them, Goldman Sachs secured the most recent funding round in August, 2026.

Sequoia Financial Group - 2026 Company Profile, Funding & Competitors

Sequoia Financial Group is a series A company based in Akron (United States), founded in 1991. It operates as a Diversified asset management firm. Sequoia Financial Group has raised $200M in funding from Kudu and Valeas. The company has 10877 active competitors, including 289 funded and 1013 that have exited. Its top competitors include companies like Fidelity Investments, FIS and S&P Global.

Company Details

Website: sequoia-financial.com
Social
Email ID: *****@sequoia-financial.com
Phone Number: +1 **********

Key Metrics

Founded Year

1991

Location

Akron, United States

Stage

Series A

Total Funding

$200M in 2 rounds

Latest Funding Round

Series A, Oct 19, 2022, $*****

Investors

Kudu & 1 more

Ranked

77^th among 10877 active competitors

Employee Count

435 as on Aug 31, 2026

Investment & Acquisitions

BSW Wealth Partners & 17 more

Similar Companies

Fidelity Investments & 33692 more

View Sequoia Financial Group's full profile

Sequoia Financial Group has raised a total funding of $200M over 2 rounds. Its first funding round was on Jul 08, 2020. Its latest funding round was a Series A round on Oct 19, 2022 for $*****. 1 investor participated in its latest round. Sequoia Financial Group has 2 institutional investors.

Here is the list of recent funding rounds of Sequoia Financial Group:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Oct 19, 2022	9279866	Series A	7144379	4878551	9625364	1912684
Jul 08, 2020	2710755	Unattributed	7141728	9738073	Kudu	1764903

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Sequoia Financial Group's employee count trend

Sequoia Financial Group has 435 employees as of Aug 26. Here is Sequoia Financial Group's employee count trend over the years:

Employee count trend for Sequoia Financial Group

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Top competitors of Sequoia Financial Group include Fidelity Investments, FIS and S&P Global. Here is the list of Top 10 competitors of Sequoia Financial Group, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Fidelity Investments 1946, Boston (United States), Series F	Provider of brokerage accounts, retirement planning, wealth management, and trading platforms	$4.71B	World Capital Holdings Group, Burman Family ... & 5 others	81/100
2nd	FIS 1968, Jacksonville (United States), Acquired	Provider of software suite for banks and financial institutions	-	HP, Actua & 10 others	80/100
3rd	S&P Global 1917, New York City (United States), Public	Provider of essential intelligence and market analysis for global finance	-	Constellation Ventures, Temasek & 5 others	79/100
4th	Investec 1974, London (United Kingdom), Acquired	Specialist bank and wealth manager serving private and institutional clients	-	RBS International, Swedfund & 1 others	79/100
5th	Goldman Sachs 1869, New York City (United States), Public	Provider of investment banking asset management and financial advisory services	-	Berkshire Hathaway, Bondeinvest.com & 4 others	77/100
6th	Morgan Stanley 1935, New York City (United States), Public	Provider of wealth management, investment banking, sales, trading, and research services	-	Sagard, IFC Asset Management Company & 3 others	75/100
7th	Blackstone 1985, New York City (United States), Public	Diversified investment management firm	-	First Generation Capital, Stroud Companies ... & 2 others	72/100
8th	Vanguard 1976, Malvern (United States), Series B	Diversified investment management firm	$31.7M	Raymond James, World Capital Holdings Group ... & 5 others	71/100
9th	TPG 1992, Fort Worth (United States), Public	Operator of investment platforms across multiple asset classes and strategies	-	-	71/100
10th	Affiliated Managers Group 1993, West Palm Beach (United States), Public	Provider of asset management services	-	TA Associates, Mount Lucas Management	71/100
77th	Sequoia Financial Group 1991, Akron (United States), Series A	Diversified asset management firm	$200M	Kudu & 1 others	56/100

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Sequoia Financial Group has made 2 investments in companies including Wooshpay and FunCaptcha. Sequoia Financial Group has also acquired 16 companies including BSW Wealth Partners and All Star Financial.

Here is the list of investments & acquisitions:

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Date of Investment/Acquisition	Type	Company Name	Founded Year	Location
Sep 01, 2026	Acquisition	BSW Wealth Partners	1992	Boulder (United States)
Aug 03, 2026	Acquisition	All Star Financial	1990	United States
May 03, 2026	Investments	Wooshpay	2021	London (United Kingdom)

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Here is the latest report on Sequoia Financial Group's sector:

Free

Asset Management - Sector Report

Edition: July, 2026 (62 Pages)

View all reports related to Sequoia Financial Group

Media has covered Sequoia Financial Group for a total of 46 events in the last 1 year, 40 of them have been about company updates and 1 about people movement.