Sequoia Financial Group, LLC (Sequoia), a leading SEC-registered wealth manager with more than $15 billion in assets under management as of Sept. 30, 2023, today announced it has entered into an agreement to acquire M Capital Advisors (M Capital), which has been providing customized portfolio management services to individuals and institutions for more than three decades.
Sequoia Financial Group to Acquire Affinia Financial Group, Wealth Manager Offering Specialized Planning Services to Families with Special Needs
Sequoia Financial Group, LLC (Sequoia), a leading SEC-registered wealth manager with nearly $16 billion in assets under management as of July 31, 2023, today announced it has entered into an agreement to acquire Affinia Financial Group, LLC (Affinia), a wealth manager offering a specialty practice dedicated to special needs financial planning
Ren Secures Strategic Growth Investment Led by Bain Capital Tech Opportunities
Ren, the trusted technology partner to top financial institutions and thousands of non-profit organizations, today announced it has received a strategic growth investment from Bain Capital Tech Opportunities and Valeas Capital Partners.
Sequoia Financial Group to Acquire Cleveland-based Cirrus Wealth Management
Sequoia Financial Group, LLC (Sequoia), a leading SEC-registered wealth manager with nearly $16 billion in assets under management, today announced it has entered into an agreement to acquire Cirrus Wealth Management (Cirrus), an SEC-registered wealth management firm.
Texas Teachers assigns $499 million to 6 alternatives funds
Texas Teacher Retirement System, Austin, committed a total of $499 million in March to alternative investment funds run by six managers, a monthly transaction report showed.
Sequoia Financial to Buy $5B Zeke Capital
Sequoia’s latest acquisition will double assets and clients under the firm’s family office practice and expand its asset management menu across its entire client base.
