Sequoia Financial Group Tech Stack

Wealth management firm with financial planning and asset management services

Financial Services Akron, OH 201–500 employees Founded 1991 Privately Held

Sequoia Financial Group is a mid-market wealth manager built around Salesforce, Office 365, and Addepar — a classic advisory-firm tech stack focused on client relationship and portfolio management. Active hiring spans finance (15 roles), HR (5), and ops (4), with a notably small engineering footprint (1 role) despite concurrent projects in Salesforce solution development, data integration, and AI/LLM proof of concept. The gap between ambitious modernization goals (scalable AI-first processes, feature store standardization) and engineering capacity suggests the firm is navigating a transition from manual advisory workflows toward data-driven, system-integrated service delivery.

Tech Stack 14 technologies

Core StackSalesforce Cisco ADP RAG Microsoft Office Webex Microsoft 365 Word Excel PowerPoint Addepar Meta LinkedIn Google

What Sequoia Financial Group Is Building

◆Challenges

Delivering exceptional financial planning services
Expanding salesforce capabilities
Data integration and migration
Reporting and data management
Integrating legacy tools
Training new advisors
Brand consistency in presentations
Enterprise-wide ai adoption
Scalable ai-first processes
Standardizing feature stores

▲Active Projects

Asset management markets & strategy update
Asset management reports
Financial planning data collection
Salesforce solution development
Data collection tool design
Sales proposal presentation support
Wealth planning data gathering and analysis
Merger integration training program
Investment voting committee minutes recording
Ai/llm proof of concept development

Hiring Activity

Accelerating30 roles · 15 in 30d

Department

Finance

Ops

Marketing

Support

Data

Engineering

Seniority

Mid

Senior

Junior

Director

Lead

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About Sequoia Financial Group

Sequoia Financial Group operates as a private wealth management firm headquartered in Akron, Ohio, serving individuals and business owners across comprehensive financial planning, asset management, estate planning, and family office services. The firm employs 201–500 professionals structured around advisory, operations, and client service functions. Core operations rely on Salesforce for client and opportunity management, Addepar for portfolio analytics, and standard Microsoft productivity tools. Current initiatives center on expanding internal data capabilities, modernizing reporting infrastructure, and piloting AI applications — all while integrating legacy tools and training advisors on updated processes.

HeadquartersAkron, OH

Company Size201–500 employees

Founded1991

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Sequoia Financial Group use?

Salesforce for client relationship management, Addepar for portfolio and asset management reporting, Microsoft 365 (Office, Word, Excel, PowerPoint), ADP for HR/payroll, Cisco and Webex for communications, and RAG (retrieval-augmented generation) tools for emerging AI capabilities.

What is Sequoia Financial Group working on?

Core projects include Salesforce platform expansion, asset management reporting and market strategy, financial planning data collection and analysis, data integration tooling, and AI/LLM proof of concept development for enterprise-wide adoption.