89
Growth Score
pts
Heat Score
88 pts
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
See more interactive data and historical milestones on desktop for the best experience
3932286
Sequoia Circle provides independent financial planning and wealth management services for individuals and organisations.
About the Company
Sequoia Circle provides independent financial planning and wealth management services for individuals, companies, trusts, and charities. The firm offers impartial financial advice across areas such as investments, pensions, ISAs, and broader wealth matters. Its advisory process includes discovering a client’s current financial position and goals,
creating a tailored financial plan, implementing agreed recommendations, and monitoring progress over time. Sequoia Circle serves a wide range of client types, including high net worth individuals. The firm also provides clients with access to an app that consolidates bank accounts, pensions, investments, and other holdings into a single, secure view with live performance tracking.
