Sequoia Financial Group of New York and Vermont
Sequoia Financial Group is an independent financial advisory and wealth management firm in Burlington, Vermont, serving individual investors, families, and small business owners across Vermont and New York with planning, investment, insurance, retirement, ESG, and estate services distributed through Equitable Advisors and Equitable Network.
- Company typePrivate
- Founded2011
- HeadquartersBurlington, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Sequoia Financial Group of New York and Vermont does
Sequoia Financial Group of New York and Vermont is an independent, privately held financial advisory and wealth management firm headquartered in Burlington, Vermont, serving clients across Vermont and New York. The firm delivers a unified advisory platform comprising seven core service modules: financial planning, wealth management, insurance planning, retirement planning, business resources, ESG and sustainable investing, and estate planning strategies. Its target audience consists primarily of individual investors and families seeking comprehensive lifecycle financial guidance, with a secondary segment of small business owners needing succession and retirement strategy support.
Operationally, Sequoia does not custody capital or manufacture proprietary products. Securities and investment advisory services are offered through Equitable Advisors, LLC (FINRA/SIPC member, SEC-registered investment advisor), and annuity and insurance products are distributed through Equitable Network, LLC and its state-licensed affiliates. Sequoia is explicitly independent of these entities, not owned or operated by them. Revenue mechanics are therefore hybrid: recurring fee-based advisory income, transactional commissions on securities, and commissions on insurance and annuity placements, with pricing not publicly disclosed and communicated at formal engagement.
The firm's technology surface is intentionally lean: a content-marketing website and resource center (articles, calculators, educational video library), a basic secure client portal for account access, and standard contact/lead capture forms. Website content is produced in partnership with FMG Suite. There are no proprietary technology assets, patents, mobile applications, APIs, or disclosed AI capabilities. Customer acquisition runs through a consultative sales motion anchored by referrals, direct outreach, and local presence in the Vermont/New York corridor.
Sequoia Financial Group of New York and Vermont firmographics
Firmographics- Name
- Sequoia Financial Group of New York and Vermont
- Legal name
- Sequoia Financial Group
- Website
- https://sequoiafg.com
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Sequoia Financial Group is an independent financial advisory and wealth management firm in Burlington, Vermont, serving individual investors, families, and small business owners across Vermont and New York with planning, investment, insurance, retirement, ESG, and estate services distributed through Equitable Advisors and Equitable Network.
- Ownership category
- akta.pro rank
Sequoia Financial Group of New York and Vermont industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro industry
- Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight)
Keywords
Where Sequoia Financial Group of New York and Vermont is headquartered
LocationHeadquarters
- HQ city
- Burlington
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Sequoia Financial Group of New York and Vermont business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Services: Fee-based investment advisory services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Services include financial planning, wealth management, and portfolio management.
- Securities Brokerage: Securities offered through Equitable Advisors, LLC, member FINRA and SIPC. Revenue derived from commissions and fees on securities transactions.
- Insurance and Annuity Products: Annuity and insurance products offered through Equitable Network, LLC and its subsidiaries. Revenue includes commissions from insurance and annuity sales.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Fee-based advisory services with pricing disclosed upon formal engagement |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
Sequoia Financial Group of New York and Vermont product offering
Product offeringCore offering
Sequoia Financial Group provides comprehensive financial advisory services to individuals, families, and small business owners in New York and Vermont. Core offerings include financial planning, wealth management, retirement planning, insurance planning, estate planning, business resources, and ESG-focused sustainable investing. Securities and investment advisory services are delivered through Equitable Advisors, LLC, while insurance and annuity products are offered through Equitable Network, LLC.
Product overview
Sequoia Financial Group offers a unified financial advisory platform comprising seven core service modules: Financial Planning, Wealth Management, Insurance Planning, Retirement Planning, Business Resources, ESG & Sustainable Investing, and Estate Planning Strategies. The firm also provides supplementary digital tools including a comprehensive Financial Calculators suite and an Educational Video Library. Clients can access their accounts through a Client Portal. Services are delivered through Equitable Advisors, LLC (member FINRA, SIPC) and Equitable Network, LLC, with the firm holding over 30 years of combined experience in various financial disciplines.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Comprehensive financial planning services covering risk management to estate planning, designed to help ensure financial stability and growth for individuals and families.
- Wealth Management Time-tested investment strategies incorporating risk assessment, ESG considerations, and tax planning to help grow and protect wealth for individual investors and families.
- Insurance Planning Comprehensive insurance planning including life insurance, annuities, long-term care, and disability care analysis to ensure appropriate protection for clients and their families.
- Retirement Planning Experienced retirement planning strategies to help build and reposition assets to replace income and provide financial confidence during the transition into retirement.
- Business Resources Tailored strategies for businesses including succession planning and retirement strategies to align business and personal financial goals for small business owners.
- ESG & Sustainable Investing ESG-focused investment strategies that integrate environmental, social, and governance factors into the investment approach for clients seeking sustainable investment options.
- Estate Planning Strategies Estate planning services to organize assets, mitigate taxes, and ensure wealth is distributed according to clients' wishes.
Companies that use Sequoia Financial Group of New York and Vermont
Customer profileSegments2 records
Ideal customer profiles2 records
Sequoia Financial Group of New York and Vermont technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Sequoia Financial Group of New York and Vermont partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Equitable Advisors, LLCcoreDuly registered and licensed financial professionals offer securities through Equitable Advisors, LLC (NY, NY), member FINRA and SIPC. Investment advisory products and services are offered through this SEC-registered investment advisor. This is the primary distribution channel for securities and advisory services.
- Equitable Network, LLCcoreAnnuity and insurance products are offered through Equitable Network, LLC and its subsidiaries including Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; and Equitable Network of Puerto Rico, Inc. This is the primary distribution channel for insurance and annuity products.
Scale indicators2 records
Recent moves1 record
Expansion highlights4 records
Sequoia Financial Group of New York and Vermont competitors and assessment
Company assessmentMarket position
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights5 records
Customer concentration
Sequoia Financial Group of New York and Vermont social profiles
Digital presenceSequoia Financial Group of New York and Vermont compliance and trust
Trust signalCompliance4 records
Sequoia Financial Group of New York and Vermont financial estimates
Financial estimateRevenue estimate
Valuation estimate
Sequoia Financial Group of New York and Vermont leadership team
Management profileNumber of profiles
Sequoia Financial Group of New York and Vermont funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Sequoia Financial Group of New York and Vermont M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Sequoia Financial Group of New York and Vermont
What does Sequoia Financial Group of New York and Vermont do?
Sequoia Financial Group provides comprehensive financial advisory services to individuals, families, and small business owners in New York and Vermont. Core offerings include financial planning, wealth management, retirement planning, insurance planning, estate planning, business resources, and ESG-focused sustainable investing. Securities and investment advisory services are delivered through Equitable Advisors, LLC, while insurance and annuity products are offered through Equitable Network, LLC.
Is Sequoia Financial Group of New York and Vermont a public or private company?
Sequoia Financial Group of New York and Vermont is a private company. It is classified as unknown and is currently operating.
When was Sequoia Financial Group of New York and Vermont founded?
Sequoia Financial Group of New York and Vermont was founded in 2011. It employs 1 to 10 people.
Where is Sequoia Financial Group of New York and Vermont based?
Sequoia Financial Group of New York and Vermont is headquartered in Burlington, United States, in the North America region.
How does Sequoia Financial Group of New York and Vermont make money?
Three revenue lines are on record. Investment Advisory Services are the primary driver. The others are securities Brokerage and insurance and Annuity Products.
Does Sequoia Financial Group of New York and Vermont have an API?
No public API is recorded for Sequoia Financial Group of New York and Vermont.
What industry is Sequoia Financial Group of New York and Vermont in?
Sequoia Financial Group of New York and Vermont's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAABAF, Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight). Its NAICS code is 523940 and its SIC code is 6282.