OneDigital Acquires Resources Investment Advisors
February 4, 2020
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.
- Buyers
- OneDigital
- Targets
- Resources Investment Advisors, LLC
- Industry
- Financial Services
- Location
- Kansas, United States
- Transaction Type
- Buyout
Explore More
Related Acquisitions
-
OneDigital Acquires Keystone Retirement & Insurance Advisors LLC
April 29, 2021
Wealth Management
OneDigital Investment Advisors, a wholly-owned registered investment advisor of OneDigital, has acquired Houston-based Keystone Retirement & Insurance Advisors LLC. Keystone will continue to manage approximately $240 million in plan assets and join OneDigital's Houston office as OneDigital expands its retirement, wealth and employee benefits capabilities in the region.
-
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 Investment Advisors Acquires Vertical Financial Group Offices
January 19, 2021
Financial Services
OneDigital Investment Advisors, a wholly-owned subsidiary of OneDigital, has acquired three offices of Vertical Financial Group in St. Louis, Overland Park and Chicago, expanding OneDigital's retirement and wealth capabilities. The move adds over 80 retirement plans (~$1B in plan assets) and wealth management for 400+ households to OneDigital's Retirement & Wealth vertical.
-
OneDigital Acquires Praxis Consulting Inc.
September 30, 2021
Wealth Management
OneDigital Investment Advisors, the SEC-registered investment adviser and subsidiary of OneDigital, acquired Praxis Consulting Inc., a Sacramento-based retirement plan consulting and investment management firm led by Mark Ray. The deal brings Praxis' ~$240M in plan assets and ~$110M in personal advisory assets into OneDigital's Retirement and Wealth division and expands OneDigital’s retirement consulting capabilities and geographic presence.
-
Resources (a OneDigital Company) Acquires Montgomery Retirement Plan Advisors
July 16, 2020
Financial Services
Resources Investment Advisors, a OneDigital company, has acquired Montgomery Retirement Plan Advisors (MRPA) and sister company Fidelis Fiduciary Management, both headquartered in Tampa, Florida. The deal expands OneDigital's retirement and wealth management capabilities and scale — MRPA brings a strong presence in government defined contribution plans and manages over $2 billion in assets.
-
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.
Track M&A activity that matters to you
Get real-time deal alerts, build buyer lists with AI, and access our full acquisition database. Start your free trial today.