Sequentis Financial
One Boston Place, Suite 2600, Boston, MA, 02108, United States
Overview
Sequentis Capital is a wealth management firm that focuses on assisting families and endowments in achieving their financial goals. The firm offers a range of services including investment advice, wealth creation strategies, and support for philanthropic endeavors. Sequentis Capital emphasizes a collaborative approach with its clients, aiming to build long-term relationships based on trust and mutual success. The team at Sequentis Capital brings expertise in various financial disciplines, ensuring tailored solutions for each client's unique needs. Additionally, the firm is actively involved in community service and supports educational and youth-oriented initiatives.
- Total investments
- 1
- Lead investments
- 1
- Investments · 12mo
- 0
- Active investors
- 1
Sector focus
- Advice
- Financial Services
- Wealth Management
Investment portfolio
- Ategrity
Led · Equity · Sep 2021
Ategrity is a specialty property & casualty insurance company focused on commercial excess and surplus (E&S) property and casualty business on both a primary and excess basis. It serves wholesale agents and brokers throughout the U.S. on a contract binding and individual brokerage account basis. The company operates a captive reinsurance entity in Bermuda that will share in the risks of its insurance business. Led by Mike Miller, Executive Chairman and CEO, Ategrity launched in September 2018 with initial funding from Stuart Zimmer of Sequentis Financial and Zimmer Partners. On 16 September 2021 the company completed a $75m capital raise. Ategrity intends to use the funds to support continued growth.
Team
Ryan Nagle
Founder & Managing Director
LinkedIn