OneDigital Investment Advisors Acquires Vertical Financial Group Offices

OneDigital Acquires Resources Investment Advisors

February 4, 2020

Financial Services

OneDigital has acquired Resources Investment Advisors, LLC, an Overland Park, Kansas-based SEC-registered retirement plan and investment advisory firm founded in 1987. The deal expands OneDigital's capabilities by integrating retirement plan consulting and wealth management with its healthcare benefits offering to deliver a holistic employee wellbeing solution.

OneDigital Investment Advisors Acquires KZ Wealth Management

May 11, 2021

Financial Services

OneDigital Investment Advisors, the SEC-registered RIA and wholly owned subsidiary of OneDigital, has acquired KZ Wealth Management, including its Applied Pension Services subsidiary and roughly $600 million in plan assets. The deal expands OneDigital's retirement and wealth capabilities by adding management for ~160 plans, administration for ~300 additional plans, and enhanced actuarial and pension administration services.

OneDigital Acquires Keystone Retirement & Insurance Advisors LLC

April 29, 2021

Wealth Management

OneDigital Investment Advisors, a wholly-owned registered investment advisor of OneDigital, has acquired Houston-based Keystone Retirement & Insurance Advisors LLC. Keystone will continue to manage approximately $240 million in plan assets and join OneDigital's Houston office as OneDigital expands its retirement, wealth and employee benefits capabilities in the region.

OneDigital Investment Advisors Acquires KB Financial Partners

September 27, 2022

Financial Services

OneDigital Investment Advisors, the SEC-registered subsidiary of OneDigital, has acquired KB Financial Partners, LLC and KB Financial Advisory Partners, LLC, a New Jersey–based wealth management, family office, and corporate finance advisory firm. The 28-person KB team will expand OneDigital's wealth management and family office capabilities and increases OneDigital Investment Advisors' assets under management to approximately $107.8 billion.

OneDigital Investment Advisors Acquires TimeScale Financial

June 6, 2022

Financial Services

OneDigital Investment Advisors, the wealth-management subsidiary of OneDigital, has acquired TimeScale Financial, a Danvers, Massachusetts-based registered investment adviser managing approximately $3 billion in assets. The 19-person firm will join OneDigital's New England region, expanding OneDigital's wealth management capabilities and bringing OneDigital Investment Advisors to roughly $106.7 billion in assets under advisement.

OneDigital Acquires Westminster Consulting, LLC

April 22, 2021

Wealth Management

OneDigital Investment Advisors, a wholly-owned subsidiary of OneDigital, has acquired Westminster Consulting, LLC to expand its retirement and wealth advisory capabilities. The acquisition adds roughly $6 billion in assets under management across more than 71 retirement plans and brings the Westminster team into OneDigital's offices in Rochester, Syracuse, Princeton and Great River, NY.