OneDigital Investment Advisors Acquires WealthSource Partners
January 31, 2024
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.
- Targets
- WealthSource Partners
- Industry
- Financial Services
- Location
- California, United States
- Transaction Type
- Buyout
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