Sequoia Financial Group

Q: What is Sequoia Financial Group's company size?

Sequoia financial group has 201 - 500 people working.

Financial Services

Specialities :

Financial planning

Asset management

Estate and insurance planning

Family office services

Trustee support services

Last Updated: November 20, 2025

Revenue

$78.02M

Total Funding

$200.00M

Size

201 - 500

About Us

At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary consulting, executive compensation 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 expertise 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

Contact Information

Akron , Ohio , United States

sequoia-financial.com

Sequoia Financial Group Org Chart

Sequoia Financial Group

(Financial Services)

201 - 500

Thomas Haught

President & CEO

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Trevor Chuna

Chief Technology Officer

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Employees

Total Employees:
194

Top Contacts:
149

C-Level 12	VP - Level58
Director59	Manager20
Others127

Employees Working At Sequoia Financial Group

Gerry Knotek

Executive Vice President

Brian Grossman

Vice President

Chris Creahan

Vice President

Jim Thompson

Vice President Family Wealth Sequoia Sentinel

Kevin OShea

Vice President Head of Fixed Income

Sequoia Financial Group Email Formats

Structure	Email Format
<first><l>@	John@sequoia-financial.com
<f><last>@	Smith@sequoia-financial.com

Buyer Intent

Pain Points	Locations	Technologies
Animation	Phoenix, AZ	presence, communication, e, integrity, financial
Application Development	Akron, OH	communication, risk, integrity, client service, financial
Application Development	Bloomington, IL	integrity, risk, financial
Application Development	Houston, TX	presence, communication, e, integrity, financial
Application Development	Phoenix, AZ	presence, communication, e, integrity, financial

Trigger

intent

Sequoia Financial Group looking to hire in Application Development in Akron, OH

intent Apr 10, 2025 Apr 10, 2025

intent

Sequoia Financial Group looking to hire in Animation in Phoenix, AZ

intent Apr 10, 2025 Apr 10, 2025

intent

Sequoia Financial Group looking to hire in Application Development in Charleston, SC

intent Apr 10, 2025 Apr 10, 2025

Tech Stack Used By Sequoia Financial Group

A quick view of products employed by Sequoia Financial Group

Aws

Adobe creative cloud

Amazon connect

Viewpoint

Asana

List of technologies used by Sequoia Financial Group

Agile

Release management

Analytics

Audit

Billing

Languages Used By Sequoia Financial Group

Basic E Fl

OS Used By Sequoia Financial Group

Integrity Scope Share