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Announced

Valeas Capital to invest $200m in Sequoia Financial.

Synopsis

Valeas Capital, a venture capital firm, agreed to invest $200m in Sequoia Financial, a financial planning and wealth management services provider. "We are delighted to welcome Valeas as a long-term strategic capital partner. The Valeas investment is further validation of Sequoia's talented team, significant growth potential, and strategic vision. It is part of our DNA to invest in our business and team ahead of the curve to achieve superior outcomes for our clients. Valeas, Kudu and our employee-owner base provide a robust capital structure for the future," Tom Haught, Sequoia Founder and CEO.

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