Sequoia Financial Group
Overview
Sequoia Financial Group is a multi-family office dedicated to offering comprehensive wealth management services to high-net-worth individuals and families. Their offerings include investment advice, customized portfolio management, holistic wealth planning, and direct investment opportunities. The firm focuses on developing tailored strategies that address the complex needs of its clients, including asset allocation, risk management, and legacy planning, supporting families in preserving and growing wealth across generations. Sequoia Financial Group's investment approach emphasizes a client-centered philosophy, building and maintaining strong relationships that emphasize long-term planning to help clients reach their financial and life goals. The firm has a track record of managing substantial assets and has been recognized for its excellence in wealth management services. In February 2023, Sequoia Financial Group acquired Zeke Capital Advisors, forming a wealth manager with over $15 billion in client assets. This acquisition expanded Sequoia's Family Wealth practice, enhancing the range of investment offerings and broadening its client base. The combined teams offer a full suite of services to ultra-high-net-worth families and institutions, with Zeke's highly credentialed research team bringing decades of experience in delivering unique investment opportunities to clients. The acquisition was completed on February 28, 2023, and Zeke Capital Advisors began operating under the Sequoia Financial Group brand on March 1, 2023. The leadership of Zeke Capital Advisors, including Edward Antoian and Gee Smith, remained actively involved with the firm post-acquisition, ensuring continuity and the continued delivery of high-quality services to clients. This strategic move has positioned Sequoia Financial Group as a leading wealth manager, combining the strengths and expertise of both firms to offer enhanced services and investment opportunities to their clients.
Investment Focus
- High-net-worth individuals and families seeking comprehensive wealth management services
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Sequoia Financial Group
What sectors does Sequoia Financial Group invest in?
Sequoia Financial Group invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Pennsylvania, United States. Sequoia Financial Group is listed as a family office in the ConnectSafely investor database.
What stage does Sequoia Financial Group invest at?
Sequoia Financial Group backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Sequoia Financial Group invest in?
Sequoia Financial Group invests across United States.
Who are the partners at Sequoia Financial Group?
Team members listed for Sequoia Financial Group include Chris Thom (Executive Vice President, Chief Growth Officer) and Nick Zamparelli (Chief Investment Officer).
What companies has Sequoia Financial Group invested in?
Sequoia Financial Group's portfolio includes Afiniti, SeventySix Capital, Guardian Capital Partners, Janney Montgomery Scott, Jones Lang Lasalle Brokerage, Inc., Turner Investments and Traditions of America Active Adult Communities.
How do I contact Sequoia Financial Group?
Sequoia Financial Group's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
