- Business
- Sequoia Financial Group Limited (ASX:SEQ) is an integrated financial services company that provides licensing services, financial planning, legal document establishments, SMSF administration, media services, corporate finance, and investment banking to self-directed retail and wholesale clients as well as third-party professional service firms including financial planners, stockbrokers, accountants, law firms, and dealer groups; its core offerings encompass licensee and adviser services such as personal and general advice to investors, equity capital markets support, M&A advice, investor relations, superannuation setup and administration, portfolio management, compliance, education, and research. The company operates through two primary segments, Sequoia Licensee and Adviser Services, which supports financial planners, stockbrokers, and salaried advisers with corporate finance and private investment banking, and Sequoia Legal and Administration Services, which delivers legal advice, superannuation-related administration, and support to accountancy firms, financial planning practices, and direct trustees. Founded in 2000 and headquartered in Sydney, Australia, Sequoia maintains offices in Sydney, Melbourne, Bendigo, and Perth, serving clients primarily within Australia. In recent developments, the company reports trailing twelve-month revenue of AUD 124.05 million and net income of AUD 3.23 million as of the latest available data, reflecting ongoing operational scale with approximately 17 employees; it continues to emphasize innovation through technology investments and comprehensive solutions like investment management, financial planning, and insurance products.