ONEDIGITAL INVESTMENT ADVISORS
OneDigital Investment Advisors is an SEC-registered investment advisor and wholly-owned subsidiary of OneDigital.
ONEDIGITAL INVESTMENT ADVISORS
Industry:
Advice Financial Services
Address:
Atlanta, Georgia, United States
Country:
United States
Status:
Active
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Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2022-01-13 | Gouldin McCarthy | Gouldin McCarthy acquired by OneDigital Investment Advisors | N/A |
More informations about "OneDigital Investment Advisors"
PWL x OneDigital | PWL Capital
About OneDigital. OneDigital is a steward of business growth and people potential. More than 75,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and …See details»
PWL’s Next Chapter - PWL Capital
Jan 23, 2025 OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 100,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors.See details»
OneDigital in talks with ‘up to 50’ Canadian firms | Advisor.ca
Mar 28, 2025 Private-equity backed U.S. company plans to become “a $100-million organization in Canada” ... OneDigital cofounder and chief growth officer Mike Sullivan says the Atlanta-based company is engaged in “up to 50 ongoing discussions with firms around Canada.” ... it is a fintech that sees an opening. By combining low-cost, “systematic ...See details»
OneDigital Expands into Canada with Investment in …
Jan 23, 2025 Investment is the First of a Significant Deployment of Capital to Build a Client Centric Advisory Platform. ATLANTA, GA – January 23, 2025 – OneDigital, an insurance, financial services and HR consulting firm, today …See details»
OneDigital Welcomes Financial Strategies Group, Expanding …
1 day ago OVERLAND PARK, KS – May 6, 2025 – OneDigital Investment Advisors LLC, a wholly owned subsidiary of OneDigital®, is pleased to announce the acquisition of Financial Strategies Group, a respected wealth management firm headquartered in Apex, North Carolina. This marks OneDigital’s fifth financial services acquisition in 2025, underscoring its …See details»
OneDigital Expands into Canada with Investment in PWL Capital ...
Jan 23, 2025 Investment is the First of a Significant Deployment of Capital to Build a Client Centric Advisory Platform. ATLANTA, Jan. 23, 2025 /CNW/ -- OneDigital, an insurance, financial services and HR ...See details»
"If they were a product manufacturer it would have …
Jan 23, 2025 Moreover, they offer an injection of capital which PWL can use to drive growth through the acquisition of advisory teams and firms. While OneDigital maintains a Registered Investment Advisor (RIA) business in the …See details»
OneDigital Buys C$5.5B Montreal Wealth Manager
Jan 22, 2025 Over the last several years, OneDigital has been growing its U.S.-based RIA, OneDigital Investment Advisors in Overland Park, Kan. That unit now has $107 billion in assets under management ...See details»
OneDigital 25th Anniversary
*Investment advice is offered through OneDigital Investment Advisors, an SEC-registered investment adviser a wholly-owned subsidiary of OneDigital. Building a nationally recognized workplace. At OneDigital, we’re improving the lives of millions every day by empowering our people to do their best work and live their best lives.See details»
OneDigital invests in Canadian wealth manager PWL …
Jan 24, 2025 Financial services company OneDigital has invested in PWL Capital, an independent wealth management firm based in Montreal, Canada. ... and one philosophy working together to transform the financial advisory …See details»
Onedigital Investment Advisors Review 2025 - AdvisorSearch.org
Feb 18, 2025 Onedigital Investment Advisors, registered in 1992, serves 53 state(s) with a licensed staff of 250 advisors. Onedigital Investment Advisors manages $107.1 billion and provides investment advisory services for 42,761 clients (1:171 advisor/client ratio).See details»
OneDigital Acquires Institutional Investment Advisory Retirement ...
Jan 6, 2021 The Acquisition Expands OneDigital Investment Advisor’s Continued Growth in the Retirement Plan Consulting and Wealth Management Industry. ATLANTA, GA – January 6, 2021 – OneDigital Investment Advisors, the registered investment advisor and wholly owned subsidiary of OneDigital, the nation’s leading strategic advisory firm focused on driving business growth …See details»
OneDigital Investment Advisors - Crunchbase
OneDigital Investment Advisors is an SEC-registered investment advisor and wholly-owned subsidiary of OneDigital. New. Resources. Advanced Search. Start Free Trial . Talk With Sales ... Experience the new Crunchbase, powered by AI . Organization. OneDigital Investment Advisors . Connect to CRM . Save . Summary. Financials. People. Technology ...See details»
Insurance giant OneDigital steers wealth management crusade
Jan 23, 2025 The firm employs about 70 people, including 25 advisors registered with the Canadian Investment Regulatory Organization. Specific financial terms of the transaction, including the size of OneDigital’s investment, were not disclosed. Founded in 1996, PWL is led by chief executive Cameron Passmore. Through the deal, PWL will adopt OneDigital ...See details»
ASI Wealth Management Joins Forces with OneDigital
Aug 6, 2024 (ASI Wealth Management Team | Photo courtesy of ASI Wealth Management) ASI Wealth Management (ASI), a regional Northwest investment advisory firm headquartered in Bend with offices in Oregon and Washington, has been acquired by OneDigital Investment Advisors LLC, an SEC-registered investment advisor and wholly-owned subsidiary of OneDigital. This …See details»
OneDigital in talks with ‘up to 50’ Canadian firms
Mar 28, 2025 Private-equity backed U.S. company plans to become "a $100-million organization in Canada" ... OneDigital cofounder and chief growth officer Mike Sullivan says the Atlanta-based company is engaged in “up to 50 ongoing discussions with firms around Canada.” One has signed a letter of intent and another is about to, according to Sullivan ...See details»
OneDigital Acquires Resources Investment Advisors
ATLANTA, GA – February 4, 2020 – OneDigital, the nation’s leading strategic advisory firm focused on driving business growth for employers of all sizes, has acquired Resources Investment Advisors, LLC (“Resources”) located in Overland Park, Kansas. The acquisition represents the largest assemblage of deals in the company’s history–13 in all–and is the first to bring …See details»
OneDigital Selects Wealth.com as the Exclusive Estate Planning …
1 day ago PHOENIX, May 06, 2025--Wealth.com, the leading digital estate planning platform for financial advisors, today announced it has been selected as the exclusive estate planning solution for ...See details»
OneDigital leverages Microsoft Azure to scale consulting power …
OneDigital is a strategic advisory firm that helps businesses and individuals with insurance, financial services, and human resources consulting. Focused on helping clients achieve health, success, and financial security, OneDigital also prioritizes building an internal environment where its talented team can do their best work.See details»
Eleven OneDigital Retirement Advisers Win PLANADVISER’s Top …
Overland Park, KS – March 25, 2025 – OneDigital Investment Advisors ("OneDigital"), focused on corporate retirement plans announced that 11 of its advisers have been named to the PLANADVIS0R Top Retirement Plan Advisers List. The PLANADVISER’s Top Retirement Plan Advisers List rewards those with a self-reported minimum requirement of 50 plan clients or …See details»