OneDigital Investment Advisors Acquires Assets of Fulcrum Partners
January 28, 2021
OneDigital Investment Advisors, a wholly owned subsidiary of OneDigital, has acquired the assets of Fulcrum Partners, expanding OneDigital's retirement and wealth management capabilities into the nonqualified deferred compensation (NQDC) market. The deal brings roughly $7 billion in additional nonqualified plan assets under advisement and transfers 12 advisors (17 employees) from Fulcrum into OneDigital.
- Buyers
- OneDigital Investment Advisors (wholly owned subsidiary of OneDigital)
- Targets
- Fulcrum Partners LLC
- Sellers
- Fulcrum Partners LLC
- Industry
- Wealth Management
- Location
- Florida, United States
- Transaction Type
- Buyout
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