News

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, 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, 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 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’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.

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.