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Sequoia Financial Group to Acquire Zeke Capital Advisors, Forming Wealth Manager With $15 Billion in Client Assets - Vimarsana News

Sequoia Financial Group to Acquire Zeke Capital Advisors, Forming Wealth Manager With $15 Billion in Client Assets

Published: February 16, 2023

/PRNewswire/ -- Sequoia Financial Group, LLC (Sequoia) today announced it has entered into an agreement to acquire Zeke Capital Advisors, LLC (Zeke). The...

Source: prnewswire.com
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Newton ParkUnited StatesUnited KingdomEd AntoianAnnie MccauleyTom HaughtEdward AntoianAlgee SmithTroutman Pepper Hamilton SandersCambridge International PartnersCoplan AronoffZeke Capital AdvisorsSequoia Financial GroupOhio Based SequoiaFamily WealthFinancial Group
Sequoia's latest acquisition grows it to $15 billion in client assets - Vimarsana News

Sequoia's latest acquisition grows it to $15 billion in client assets

Published: February 16, 2023

The Akron-based, private equity-backed investment adviser has been rolling up other firms in recent years as part of its growth strategy. Its latest deal with Zeke Capital Advisors of Berwyn, Pennsylvania, expands its assets under management by 67%.

Source: crainscleveland.com
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New YorkUnited StatesMayfield HeightsSan FranciscoEd AntoianTom HaughtEdward AntoianAlgee SmithSequoia Financial GroupZeke Capital AdvisorsNortheast OhioFamily WealthValeas CapitalKudu Investment ManagementWealthstone Advisors