Sequoia Financial Group Acquires Affinia Financial Group
August 14, 2023
Sequoia Financial Group, an Akron, Ohio–based SEC-registered wealth manager with nearly $16 billion in AUM, has agreed to acquire Affinia Financial Group, a Burlington, Massachusetts wealth manager that specializes in special needs financial planning and manages about $418 million in AUM. The transaction is expected to close in August 2023; financial terms were not disclosed. Sequoia said the acquisition will expand its specialized planning capabilities and give Affinia clients access to broader investment opportunities and Sequoia's platform and resources.
- Buyers
- Sequoia Financial Group, LLC
- Targets
- Affinia Financial Group, LLC
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Transaction Type
- Buyout
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