Sequoia Financial Group, LLC (Sequoia), a leading SEC-registered wealth manager with more than $18 billion in assets under management as of March 31, 2024, today announced it has acquired AltruVista, LLC (AltruVista), an SEC-registered investment advisor that provides independent and holistic financial planning and asset management services to high-net-worth clients. The transaction closed March 31. Financial terms were not disclosed.
News
Baker Tilly Secures Strategic Investment Led by Hellman & Friedman
Leading advisory CPA firm Baker Tilly US, LLP (“Baker Tilly”) today announces a strategic investment from private equity firms Hellman & Friedman (“H&F”) and Valeas Capital Partners (“Valeas”). The investment, estimated to close in early June 2024, recognizes Baker Tilly’s outstanding track record of value creation and marks the largest private equity investment in the US CPA sector to date.
Sequoia Financial Group to Acquire Nashville-based M Capital Advisors, Expanding Wealth Management Services
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.
