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Sequoia Financial Group and Eide Bailly Finalize Strategic Partnership, Expanding Wealth Management Reach
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Subscribe04 DEC 2024 / SERVICES UPDATES
Sequoia Financial Group has acquired Eide Bailly's wealth management division in a strategic partnership, adding $1.6 billion in assets under management and expanding their footprint in the US's western region. The partnership intends to enhance the delivery of accounting and wealth management services and plans towards aggressive employee and asset acquisition in forthcoming years.
Akron, Ohio-based Sequoia Financial Group and Fargo, N.D.-based firm Eide Bailly (FY24 net revenue of $705 million) have successfully completed their much-anticipated strategic partnership.Under the terms of the agreement, Sequoia Financial has acquired E...
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