Portfolio
Sequoia is an Ohio-based wealth management firm with approximately $27 billion in client assets under management. Founded in 1991, Sequoia provides wealth management, asset management, and financial planning services to a range of clients from individuals to family offices. Valeas is focused on helping accelerate Sequoia’s existing expansion strategy. In October 2022, Valeas closed on a minority investment in Sequoia, with follow-on investments completed in 2024.
