Sequoia Financial Acquires Houston RIA

Sequoia Financial has acquired Houston-based AltruVista, a wealth management firm with approximately $310 million in assets. AltruVista was established in 2009 by Ali Nasser and specializes in serving affluent business owners and families.

The firm is well-regarded for its comprehensive financial planning and wealth management services. AltruVista offers its clients a tailored service model which includes a range of services encompassing business and family succession planning, advanced investment strategies, liquidity and cash flow management, asset protection, risk management, lifestyle and legacy planning, lifetime tax strategy, and coordination with external advisors.

This acquisition marks Sequoia's inaugural entry into the Houston market.

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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