Products
Data Sets
Integrations
Services
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.
September 17, 2025 Investor News: Advent Eyes Early '26 Close on $25B+ GPE XI, and more...
September 17, 2025
August Capital Flows Led by Core Real Estate & AI Infrastructure
September 08, 2025
July 2025 – Healthcare Transactions Remain Strong Across Pharmaceuticals, Biotech, MedTech, Services, and Digital Health
August 26, 2025
July 2025 – Earnings Season Highlights AI Acceleration, Financial Stability, and Resilient Consumer Demand
August 21, 2025
July 2025 – Software & Technology Transactions Remain Strong Across AI, Infrastructure, and Cybersecurity
August 18, 2025
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2025 | Terms of Use | Privacy Policy
