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Sequoia Financial Advisors

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Thomas Haught's photo - President & CEO of Sequoia Financial Advisors

President & CEO

Thomas Haught

CEO Approval Rating

84/100

Founded:

1991

Status:

PrivateIndependent Company

SEQUOIA FINANCIAL ADVISORS TOP COMPETITORS OR ALTERNATIVES

RANK

COMPANY

CEO

CEO RATING

EMPLOYEES

FUNDING

REVENUE

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Allworth Financial is a top competitor of Sequoia Financial Advisors. Allworth Financial was founded in 1993, and is headquartered in Sacramento, California. Like Sequoia Financial Advisors, Allworth Financial also competes in the Diversified Financial Services field. Allworth Financial generates $7.7M more revenue vs. Sequoia Financial Advisors.

Waypoint Advisors is seen as one of Sequoia Financial Advisors's top competitors. Waypoint Advisors is headquartered in Virginia Beach, Virginia, and was founded in 2001. Like Sequoia Financial Advisors, Waypoint Advisors also operates in the Diversified Financial Services field. Waypoint Advisors generates 47% the revenue of Sequoia Financial Advisors.

Price Wealth has been one of Sequoia Financial Advisors's top competitors. Price Wealth's headquarters is in Austin, Texas, and was founded in 2004. Like Sequoia Financial Advisors, Price Wealth also works within the Diversified Financial Services industry. Price Wealth generates 28% of Sequoia Financial Advisors's revenue.

Sequoia Financial Advisors Acquisitions

COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
Wealthstone Advisors

Apr 2021

Source »
undisclosed
Wealthstone Advisors is an Ohio-based wealth management firm that provides financial planning, investment management, and taxation services for businesses.

Sequoia Financial Advisors Funding History

ROUND

FUNDING DATE

AMOUNT

INVESTORS

Private Equity Round
Jul 2020
--
Debt - PPP (CARES Act)
Apr 2020
$1M - $2M

U.S. Small Business Administration.

Sequoia Financial Advisors Investments

COMPANY

DESCRIPTION

AMOUNT

INVESTMENT DATE

ROUND

EXIT DATE

FunCaptcha is a cyber security company that develops and provides a plugin to protect users website from spam and automated abuse.
$1M
Jul 23, 2017
Seed
-

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Sequoia Financial Advisors Headquarters

3500 Embassy Pkwy Suite 100

Akron, Ohio44333

888-225-3777

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Sequoia Financial Advisors Summary

ABOUT

Overview

Sequoia is an investment advisory firm that provides financial and retirement planning and asset management services for individuals and businesses. Sequoia Financial Advisors was founded in 1991. Sequoia Financial Advisors' headquarters is located in...

CEO

Sequoia Financial Advisors's President & CEO, Thomas Haught, currently has an approval rating of 84%. Sequoia Financial Advisors's primary competitors are Allworth Financial, Waypoint Advisors & Price Wealth.

Frequently Asked Questions about Sequoia Financial Advisors

  1. When was Sequoia Financial Advisors founded?

    Sequoia Financial Advisors was founded in 1991
  2. Who is Sequoia Financial Advisors's CEO?

    Sequoia Financial Advisors's CEO is Thomas Haught
  3. How much revenue does Sequoia Financial Advisors generate?

    Sequoia Financial Advisors generates $17.3M in revenue
  4. How much funding does Sequoia Financial Advisors have?

    Sequoia Financial Advisors has historically raised $1M in funding
  5. Where is Sequoia Financial Advisors's headquarters?

    Sequoia Financial Advisors's headquarters is in Akron Ohio, USA
  1. How many employees does Sequoia Financial Advisors have?

    Sequoia Financial Advisors has 110 employees
  2. What sector does Sequoia Financial Advisors operate in?

    Sequoia Financial Advisors is in Diversified Financial Services
  3. Who are Sequoia Financial Advisors's competitors?

    Sequoia Financial Advisors's top competitors are Allworth Financial, Waypoint Advisors, Price Wealth
  4. Who has Sequoia Financial Advisors invested in?

    Sequoia Financial Advisors's has invested in companies such as FunCaptcha