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Sequence Financial Specialists Logo
Sequence Financial Specialists CB Rank
1115928
Heat Score
48
Sequence Financial Specialists is an advisory firm that provides investment, debt financing, mergers, acquisitions and consulting services.
Founded
obfuscation
Private Charleston, South Carolina, United States1-10 sequencefinancialspecialists.com
Consulting
Financial Services
Venture Capital
Overview

Sequence Financial Specialists
Heat Score
48

Growth Score
pts
in past quarter
Heat Score 48
-16 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Sequence Financial Specialists

CB Rank
1115928
Sequence Financial Specialists is an advisory firm that provides investment, debt financing, mergers, acquisitions and consulting services.
Founded
obfuscation
Private Charleston, South Carolina, United States1-10 sequencefinancialspecialists.com
Consulting
Financial Services
Venture Capital

Details

Operating Status Active
Company Type For Profit
Phone Number +1-843-860-6031
Contact Email gking@sequenceholdings.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Managing Broker-Dealer Services
Provides capital raising services for sponsors through Regulation A+ and Regulation D private placement offerings.
Debt Financing
Offers debt capital solutions for companies needing growth capital, restructuring, or operational expansion.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 9
News

News and Press

News•Mar 6, 2026
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News•Nov 20, 2025
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News•Oct 28, 2025
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News•Feb 6, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

153
34.21%
 in past month

IT Spend

$500.3KThis year, Sequence Financial Specialists is projected to spend $500.3K on IT, according to Aberdeen.

Actively Used Products

14Sequence Financial Specialists uses 14 technology products and services including GlobalSign, GoDaddy Premium DNS, and  Adobe Flash, according to G2 Stack.
Sub-Organizations
Frequently Asked Questions

Where is Sequence Financial Specialists's headquarters? Sequence Financial Specialists is located in Charleston, South Carolina, United States.Who are Sequence Financial Specialists's competitors? Alternatives and possible competitors to Sequence Financial Specialists may include Jefferies, Lincoln International, and  Piper Sandler.
Who We Are
What We Do
Helpful Links
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