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.
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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.