OneDigital Investment Advisors Acquires Silicon Valley Retirement Services
January 1, 2026
OneDigital Investment Advisors announced it has acquired Silicon Valley Retirement Services, a San Jose-based independent retirement services firm. The transaction adds more than $1.4 billion in assets under advisement and is intended to expand OneDigital’s retirement capabilities across the West region.
- Targets
- Silicon Valley Retirement Services
- Industry
- Financial Services
- Location
- United States
- Transaction Type
- Buyout
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