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News

April 12, 2023

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.

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February 16, 2023

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.

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October 19, 2022

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.

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October 19, 2022

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.

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December 17, 2021

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. 

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