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.
News
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.
Sequoia Financial Group Sells $200M Stake to Valeas Capital Partners
San Francisco-based private equity firm Valeas Capital Partners is buying a chunk of Sequoia Financial Group, an Ohio-based registered investment advisor with a little more than $10 billion in client assets and big plans for continued growth, the RIA announced Wednesday.
Sequoia Financial Group Secures $200 Million Commitment from Valeas Capital Partners to Support Growth Strategy
Sequoia Financial Group, LLC (Sequoia), an SEC-registered wealth management firm with approximately $10 billion in client assets, today announced it has entered into an agreement with Valeas Capital Partners (Valeas), a growth-oriented equity investment firm, to acquire a minority stake in Sequoia.
Well Raises $70M in Series B Funding to Grow Digital Health Improvement Platform
“Well”, a consumer-focused health improvement platform that combines leading-edge artificial intelligence, advanced behavioral economic techniques and on-demand human guidance, today announced the completion of $70 million in Series B equity financing.
