OneDigital Investment Advisors Acquires KB Financial Partners
September 27, 2022
OneDigital Investment Advisors, the SEC-registered subsidiary of OneDigital, has acquired KB Financial Partners, LLC and KB Financial Advisory Partners, LLC, a New Jersey–based wealth management, family office, and corporate finance advisory firm. The 28-person KB team will expand OneDigital's wealth management and family office capabilities and increases OneDigital Investment Advisors' assets under management to approximately $107.8 billion.
- Buyers
- OneDigital Investment Advisors, OneDigital
- Targets
- KB Financial Partners, LLC, KB Financial Advisory Partners, LLC
- Industry
- Financial Services
- Location
- New Jersey, United States
- Transaction Type
- Buyout
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