OneDigital Investment Advisors Acquires Future Benefits Inc.
May 4, 2021
OneDigital Investment Advisors, the RIA subsidiary of OneDigital, has acquired Future Benefits Inc., a Cheshire, Connecticut-based wealth and retirement advisory firm. The deal brings Future Benefits' more than $1 billion in plan and wealth assets (over 400 plans/wealth relationships) into OneDigital's platform; Future Benefits will keep its Cheshire office and operate under OneDigital Investment Advisors' registered advisory.
- Targets
- Future Benefits Inc.
- Industry
- Financial Services
- Location
- Connecticut, United States
- Transaction Type
- Buyout
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