Sequoia Financial Group

Sequoia Financial Group

sequoia-financial.com

financial services

Akron, Ohio, United States
201-500 employees
25000000 revenue

About Sequoia Financial Group

estate & insurance planning, asset management, family office services, corporate 401retirement plan guidance, fiduciary consulting, trustee support services, special needs financial planning, retirement planning, financial planning, private equity and debt access, data-driven investment, alternative investments, financial analysis, client-centered approach, comprehensive wealth solutions, fiduciary duty, services, bespoke wealth strategies, customized investment portfolios, family philanthropy

Decision Makers at Sequoia Financial Group

1 contact

Trevor Chuna

Chief Technology Officer

t***@sequoia-financial.com Sign up to view

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11 technologies detected · 1 decision maker · Emails available

Sales Outreach Angle

CRMs like Salesforce signal an active sales operation. Companies using Salesforce are strong targets for sales training, RevOps tools, data enrichment, and Salesforce integrations.

Sequoia Financial Group's Position in the StackWho Database

  • Sequoia Financial Group is 1 of 21,667 financial services companies tracked in StackWho.
  • 21,586 financial services companies in our database have verified decision-maker emails (100% of the cohort).
  • 6,621 companies in Ohio are in the StackWho database.
  • 1,120 financial services companies are in the 201-500 employee range (same size as Sequoia Financial Group).

Technology detection from public web signals. Decision-maker contacts compiled from LinkedIn public profiles, company filings, and verified outbound testing. Methodology & sources · Updated August 2026.

Frequently Asked Questions

What technology does Sequoia Financial Group use?

Sequoia Financial Group uses Salesforce, Outlook, Microsoft Office 365, Drupal, Pantheon, Atlassian Cloud, and 5 more technologies. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at Sequoia Financial Group?

StackWho has verified email addresses for 1 decision maker at Sequoia Financial Group. Pro members can access direct emails for the CEO, CTO, VP of Engineering, and other key contacts. Use StackWho to reach Sequoia Financial Group directly for sales, recruiting, or partnerships.

What industry is Sequoia Financial Group in?

Sequoia Financial Group operates in the financial services industry, headquartered in Akron, Ohio, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export Sequoia Financial Group's contact data?

Yes. StackWho Pro members can export decision maker contact data for Sequoia Financial Group and similar companies to CSV. Use the export feature to build targeted prospect lists segmented by technology stack, industry, or location.