Insights

Acquisition Momentum Recent acquisition activity indicates Sequoia is expanding its advisory and wealth management capabilities, suggesting potential for cross-sell of debt management, financial advisory technology, and enhanced services to newly integrated assets and clients.

Compliance Confidence Strong emphasis on compliance with state and federal consumer and collection laws signals reliability and trust, presenting an opportunity to position compliant, scalable outsourcing or third-party servicing solutions to Sequoia and its clients.

Mid-market Focus With revenues in the mid multi-million range and an employee count under 100, Sequoia sits in a sweet spot for scalable, cost-effective outsourcing, BPO partnerships, and technology-enabled collections or advisory platforms tailored for smaller financial services firms.

Tech Stack Compatibility Current technology footprint includes MySQL and web-based UI components, suggesting openness to modernization projects, data integration, and API-friendly solutions for collections, client onboarding, or workflow automation.

Growth Readiness Historical presence since 1991 and a prior acquisition signal indicate readiness for strategic partnerships and vendor ecosystems, presenting opportunities for collaboration in subrogation, utility and government sectors, and national-scale servicing contracts.

Sequoia Financial Services Tech Stack

Sequoia Financial Services uses 8 technology products and services including Squarespace, jQuery, Choices, and more. Explore Sequoia Financial Services's tech stack below.

  • Squarespace
    Content Management System
  • jQuery
    Javascript Libraries
  • Choices
    Javascript Libraries
  • parallax.js
    Javascript Libraries
  • Priority Hints
    Performance
  • X-Content-Type-Options
    Web & Portal Technology
  • iCheck
    Web Tools And Plugins
  • Sitelinks Search Box
    Web Tools And Plugins

Sequoia Financial Services's Email Address Formats

Sequoia Financial Services uses at least 1 format(s):
Sequoia Financial Services Email FormatsExamplePercentage
First.Last@sequoiafinancial.comJohn.Doe@sequoiafinancial.com
64%
First@sequoiafinancial.comJohn@sequoiafinancial.com
30%
First.MiddleLast@sequoiafinancial.comJohn.MichaelDoe@sequoiafinancial.com
3%
FirstLast@sequoiafinancial.comJohnDoe@sequoiafinancial.com
3%

Frequently Asked Questions

What is Sequoia Financial Services's phone number?

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You can contact Sequoia Financial Services's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Sequoia Financial Services's official website and social media links?

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Sequoia Financial Services's official website is sequoiafinancial.com and has social profiles on LinkedIn.

How much revenue does Sequoia Financial Services generate?

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As of August 2026, Sequoia Financial Services's annual revenue is estimated to be $25M - $50M.

What is Sequoia Financial Services's SIC code NAICS code?

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Sequoia Financial Services's SIC code is 7322 - Adjustment and Collection Services NAICS code is 52 - Finance and Insurance.

How many employees does Sequoia Financial Services have currently?

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As of August 2026, Sequoia Financial Services has approximately 28 employees across 2 continents, including North AmericaAfrica. Key team members include President & Founder: A. A.Collection Manager: J. R.. Explore Sequoia Financial Services's employee directory with LeadIQ.

What industry does Sequoia Financial Services belong to?

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Sequoia Financial Services operates in the Financial Services industry.

What technology does Sequoia Financial Services use?

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Sequoia Financial Services's tech stack includes SquarespacejQueryChoicesparallax.jsPriority HintsX-Content-Type-OptionsiCheckSitelinks Search Box.

What is Sequoia Financial Services's email format?

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Sequoia Financial Services's email format typically follows the pattern of First.Last@sequoiafinancial.com. Find more Sequoia Financial Services email formats with LeadIQ.

When was Sequoia Financial Services founded?

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Sequoia Financial Services was founded in 1991.
Sequoia Financial Services logo

Sequoia Financial Services

Financial ServicesCalifornia, United States11-50 Employees

Sequoia Financial Services is a financial services firm established in 1991 and based in Calabasas, California. It provides national collections services for a range of sectors, including utility, government, medical, subrogation, educational, and retail organizations, emphasizing ethical and lawful practices in line with consumer and collection laws. The company serves clients that require responsible debt recovery, operating within a regulated environment to handle submitted accounts through compliant processes. In addition to its core collection work, Sequoia expanded into advisory services by acquiring Wealthstone Advisors, reflecting a broader footprint in professional financial services. The organization is located in the greater Los Angeles area and maintains a workforce described in general terms, indicating a mid-sized firm within the financial services industry.

Section iconCompany Overview

Phone number
SIC Code
7322 - Adjustment and Collection Services
NAICS Code
52 - Finance and Insurance
Founded
1991
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Sequoia Financial Services's revenue is estimated to be in the range of $25M - $50M

Section iconFunding & Financials

  • $25M - $50M

    Sequoia Financial Services's revenue is estimated to be in the range of $25M - $50M

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