OneDigital Acquires Praxis Consulting Inc.

OneDigital Acquires Resources Investment Advisors

February 4, 2020

Financial Services

OneDigital has acquired Resources Investment Advisors, LLC, an Overland Park, Kansas-based SEC-registered retirement plan and investment advisory firm founded in 1987. The deal expands OneDigital's capabilities by integrating retirement plan consulting and wealth management with its healthcare benefits offering to deliver a holistic employee wellbeing solution.

OneDigital Acquires Westminster Consulting, LLC

April 22, 2021

Wealth Management

OneDigital Investment Advisors, a wholly-owned subsidiary of OneDigital, has acquired Westminster Consulting, LLC to expand its retirement and wealth advisory capabilities. The acquisition adds roughly $6 billion in assets under management across more than 71 retirement plans and brings the Westminster team into OneDigital's offices in Rochester, Syracuse, Princeton and Great River, NY.

OneDigital Investment Advisors Acquires KZ Wealth Management

May 11, 2021

Financial Services

OneDigital Investment Advisors, the SEC-registered RIA and wholly owned subsidiary of OneDigital, has acquired KZ Wealth Management, including its Applied Pension Services subsidiary and roughly $600 million in plan assets. The deal expands OneDigital's retirement and wealth capabilities by adding management for ~160 plans, administration for ~300 additional plans, and enhanced actuarial and pension administration services.

OneDigital Acquires Cost Plus Advisors, LLC

May 25, 2021

Insurance

OneDigital, a national health, retirement/wealth and HR advisory firm headquartered in Atlanta, acquired Cost Plus Advisors, LLC, a Vail-based benefits consulting firm that uses a Cost Plus (reference-based) pricing model. The acquisition expands OneDigital’s benefits division and adds cost-containment capabilities for self-funded plan sponsors, with Cost Plus’s team integrating under the OneDigital name.

OneDigital Acquires Retirement Services Division of BayBridge Capital Group

March 24, 2025

Financial Services

OneDigital Investment Advisors LLC has acquired the Retirement Services Division of BayBridge Capital Group in Pleasanton, California. The deal expands OneDigital's financial services and retirement capabilities in the San Francisco Bay Area while the remaining BayBridge wealth-management business will continue to operate under the BayBridge name.

OneDigital Acquires Service Planning Corporation's Employee Benefits and Retirement Practice

July 14, 2020

Insurance

OneDigital has acquired the employee benefits and retirement practice of Service Planning Corporation (SPC) in Fort Lauderdale, Florida, bringing Rick Magill and his team into the OneDigital platform. The acquisition expands OneDigital's presence in southeast Florida and enhances its employee benefits and retirement advisory capabilities for regional employer clients.