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Sequoia Financial Group

Sequoia Financial Group Email Formats

Financial ServicesFairlawn, Ohio, United States201-500 Employees

Sequoia Financial Group Email Formats

Sequoia Financial Group uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@sequoia-financial.com), used 58.5% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@sequoia-financial.com
58.5%
{first name}{last name}
johndoe@sequoia-financial.com
36.8%
{last name}{last name}
doedoe@sequoia-financial.com
3.7%

Company overview

Headquarters3500 Embassy Parkway, Akron, OH 44333, US
Phone number+13303759480
Website
NAICS52
SIC628
Keywords
Asset Management, Retirement Planning, Financial Planning, Family Office Services, Special Needs Financial Planning, Estate And Insurance Planning, Trustee Support Services
Founded1991
Employees201-500
Socials

About Sequoia Financial Group

At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary consulting, executive compensation planning, special needs financial planning, and family wealth services. More importantly, we offer a way for you as an individual or business owner to take control of your financial future. We work side-by-side with you to create and work towards your financial goals, objectives, and dreams. We relentlessly strive to be your most trusted advisor. We are passionate about providing the highest level of technical proficiency within a friendly, down-to-earth and compassionate environment. Our salaried professionals work as a team and are focused on what is best for you. Our clients are our greatest asset, and we work tirelessly to earn and retain your trust and business. *Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor.

Employees by Management Level

Total employees: 201-500

Seniority

Employees

Director
Vice President
Entry

Employees by Department

Sequoia Financial Group has 197 employees across 13 departments.

Departments

Number of employees

Funding Data

Explore Sequoia Financial Group's funding history, including investment rounds, total capital raised, and key backers.

Funding Date
Round
Amount
Link to Article
2022-11-1911$200,000,000

Funding Insights

$200,000,000

Total funding amount

$200,000,000

Most recent funding amount

1

Number of funding rounds

Sequoia Financial Group Tech Stack

Discover the technologies and tools that power Sequoia Financial Group's digital infrastructure, from frameworks to analytics platforms.

Cloudflare Bot Management

Cloudflare Bot Management

Security

ClickCease

ClickCease

Security

Beaver Builder

Beaver Builder

WordPress plugins

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

Salesforce Marketing Cloud Account Engagement

Salesforce Marketing Cloud Account Engagement

Marketing automation

MonsterInsights

MonsterInsights

Analytics

Twitter Emoji

Font scripts

jQuery

jQuery

JavaScript libraries

HTTP/3

HTTP/3

Miscellaneous

PHP

PHP

Programming languages

Frequently asked questions

Sequoia Financial Group is located in Fairlawn, Ohio, US.
You can reach Sequoia Financial Group at +13303759480.
Sequoia Financial Group was founded in 1991, making it 35 years old. The company has established itself as a significant player in its industry over this time.
Sequoia Financial Group has approximately 201-500 employees. The company continues to grow its workforce to support its business operations and expansion.
Sequoia Financial Group has raised a total of $200,000,000 across 1 funding rounds. This investment has helped the company grow and expand its operations.

Key Contact at Sequoia Financial Group

Trevor R Chuna

Chief Technology Officer

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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