Sequoia Financial is acquiring Carlson Capital, adding $3.8B in assets and expanding its national presence with four ...

Sequoia Capital is reportedly in discussions to spearhead a $300 million funding round for Harvey, a San Francisco-based ...

The acquisition, which represents its largest by number of employees, further enhances the $22.6 billion RIA giant's tax ...

Sequoia Capital is in talks to lead a $300 million funding round for Harvey, a San Francisco-based startup developing ...

has raised $10.9 million in a seed round from Sequoia Capital to build a new factory and manufacture more drones to sell to Ukraine, the company told Reuters. Drone startup Neros raises funding ...

Existing investors also participated, including Greenoaks Capital Partners, Sequoia Capital and Lightspeed ... Ehrlich started the company with Gonen Stein, whom he worked with as a co-founder ...

Sequoia Financial Group agreed to acquire Carlson Capital Management in a deal expected to close March 31. Financial terms of ...

Sequoia Financial Group has agreed to acquire Carlson Capital Management, a Northfield, Minn., investment advisory firm with $3.8 billion in client assets, according to a news release. In a joint ...

Akron-based Sequoia Financial Group said it's rolling up Carlson Capital Management of Northfield, Minnesota, for the serial ...

The deal with Carlson Capital Management is Sequoia’s largest by number of employees and wealth advisors. It also allows the firm to offer internal tax planning and preparation services.

Things keep getting tougher for the embattled Edkey Charter School Group.   The Sequoia Pathway parent company asked ...

The deal is expected to close on March 31, 2025; Founded in 1991, Sequoia Financial had more than $22.6 billion in assets under management as of December 31, 2024; Founded in 1987 ...