OneDigital Investment Advisors Acquires Vertical Financial Group Offices
January 19, 2021
OneDigital Investment Advisors, a wholly-owned subsidiary of OneDigital, has acquired three offices of Vertical Financial Group in St. Louis, Overland Park and Chicago, expanding OneDigital's retirement and wealth capabilities. The move adds over 80 retirement plans (~$1B in plan assets) and wealth management for 400+ households to OneDigital's Retirement & Wealth vertical.
- Buyers
- OneDigital Investment Advisors (OneDigital)
- Targets
- Vertical Financial Group
- Industry
- Financial Services
- Location
- Kansas, United States
- Transaction Type
- Buyout
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