OneDigital Invests in PWL Capital to Expand Wealth Management into Canada

OneDigital Acquires Signature Wealth Management Group

November 11, 2025

Financial Services

OneDigital Investment Advisors LLC (a subsidiary of OneDigital) has acquired Signature Wealth Management Group (SWMG), a nine-person Atlanta-based wealth and retirement advisory firm that manages nearly 2,000 accounts. The deal expands OneDigital’s financial services capabilities in the South, strengthens its Atlanta presence, and integrates SWMG into OneDigital’s national platform; SWMG was represented by FP Transitions in the transaction.

OneDigital Investment Advisors Acquires WealthSource Partners

January 31, 2024

Financial Services

OneDigital Investment Advisors, the SEC-registered wealth arm of OneDigital, has acquired WealthSource Partners, adding more than $2.0 billion in advisory assets and a 44-person team across nine states to OneDigital's platform. The deal expands OneDigital's wealth-management capabilities and client reach, bringing approximately 2,000 client families into its advisory platform.

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.

Stone Point Capital and CPP Investments Buy Majority Stake in OneDigital

September 19, 2025

Insurance

Stone Point Capital and CPP Investments have acquired a majority stake in OneDigital from Onex in a private-equity led transaction. The investment will support OneDigital’s continued growth and capability expansion across its insurance, employee benefits, HR and retirement services platform, while Onex exits a controlling position.

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.

Onex Acquires Majority Stake in OneDigital from New Mountain Capital

October 8, 2020

Insurance

Onex Corporation (the Onex Group) agreed to acquire a majority ownership stake in OneDigital from New Mountain Capital, with the transaction valuing OneDigital at $2.65 billion and including an approximate $960 million equity investment by Onex. OneDigital, a leading U.S. employee benefits brokerage and retirement/wealth advisory firm headquartered in Atlanta with more than 2,000 employees, will have Onex and employees owning roughly 83% upon closing; New Mountain will sell down its position. The deal is expected to close in late 2020 pending customary approvals, including HSR clearance.