Loading…
Loading…
financial services
Sequoia Financial Group is an independent wealth management firm based in Akron, Ohio, founded in 1991 by Tom Haught. The firm manages over $27 billion in client assets and operates primarily in the Midwest and Mid-Atlantic regions. Sequoia emphasizes a client-centric, fiduciary approach, offering integrated services and advanced technology to meet the needs of high-net-worth individuals, families, business owners, corporate executives, and institutional clients. The firm provides a range of wealth management solutions, including wealth planning, asset management, and family office services. Their offerings encompass personalized financial strategies, investment management, retirement planning, and insurance planning. Sequoia's team-based model fosters deep expertise and strong client relationships, focusing on trust and long-term value. The firm has been recognized as one of Barron’s Top 100 RIA Firms and has experienced consistent growth, with a revenue of $92.8 million and a dedicated team of over 180 employees.
Sequoia Financial Group is an independent wealth management firm based in Akron, Ohio, founded in 1991 by Tom Haught. The firm manages over $27 billion in client assets and operates primarily in the Midwest and Mid-Atlantic regions. Sequoia emphasizes a client-centric, fiduciary approach, offering integrated services and advanced technology to meet the needs of high-net-worth individuals, families, business owners, corporate executives, and institutional clients. The firm provides a range of wealth management solutions, including wealth planning, asset management, and family office services. Their offerings encompass personalized financial strategies, investment management, retirement planning, and insurance planning. Sequoia's team-based model fosters deep expertise and strong client relationships, focusing on trust and long-term value. The firm has been recognized as one of Barron’s Top 100 RIA Firms and has experienced consistent growth, with a revenue of $92.8 million and a dedicated team of over 180 employees.
Sequoia Financial has been mentioned across 1 podcast.
Represent this company? Request removal or email privacy@pitchcentric.com.
FAQs
If you have a concern about deliverability, AI quality, data privacy, or whether this will actually work for your specific situation, it's probably answered below.
Founder Solo gives you 50 AI pitches per month using the credit model (Standard pitches cost 1 credit, Enriched pitches cost 2). Founder Pro raises that to 200 credits per month and adds full Booking Probability access, unlimited Magic Match, Apollo enrichment credits, and data export capabilities. Both plans use the same credit system, so you can stretch your monthly budget further by using Standard-mode drafting.
Agency tiers have no base fee. You pay per managed client and per talent profile. Agency Standard is $199 per client per month; Agency Pro is $399 per client per month. Both add $39 per talent profile per month. Your own team's user seats are always free.
A talent profile represents one person (founder, executive, or spokesperson) you are booking onto podcasts. It includes their bio, topics, headshots, and outreach history. Team plans include 5 profiles; agency plans are pay-as-you-go.
Yes, at any time. Upgrades take effect immediately; downgrades apply at the end of the current billing period. Contact support if you need help migrating between plan families.
Every paid plan includes a 15-day free trial. Your card is saved at signup but you will not be charged until day 16. Cancel any time from your dashboard.
You keep access until the end of your current billing period. No charges after that. Your data is retained for 30 days in case you reactivate.
Yes. Select Annual on the pricing toggle and the discounted price is applied automatically at checkout. The annual price shown is the full year cost.
That is our Enterprise tier. Contact our sales team and we will build a custom plan with volume pricing, a dedicated account manager, and SLA guarantees.
