Sterling Financial Group, Inc.
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Sterling Financial Group, Inc. - overview
Established
2019
Location
Pasadena, CA, US
Primary Industry
Financial Services
About
Founded in 2019 and based in California, US, Sterling Financial Group, Inc. provides financial consulting, financial planning solutions, and investment capital support for businesses. In December 2025, Sequoia Financial Advisors, LLC, a portfolio company of Kudu Investment Management and Valeas Capital Partners, acquired Sterling Financial Group, Inc. Sterling Financial Group, Inc.
provides comprehensive wealth management and financial planning solutions tailored to individual and business clients. The company core offerings include investment management with customized portfolio strategies focused on long-term growth and diversification, as well as holistic financial planning covering retirement, estate, and tax-efficient strategies. The company also delivers insurance solutions such as life, disability, and long-term care coverage to protect assets and ensure financial security. Sterling offers employee benefits consulting and succession planning to support continuity and growth.
Current Investors
Sequoia Financial Advisors, LLC
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Sterling Financial Group, Inc. - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Sterling Financial Group, Inc. | - |
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