OneDigital Acquires RiskSOURCE Clark-Theders

OneDigital Acquires CAL Insurance

June 20, 2024

Insurance

OneDigital has acquired CAL Insurance, a San Francisco-based property and casualty insurance brokerage founded in 1927, to expand its P&C and risk management capabilities in the Western U.S. CAL’s leadership team, including CEO Joe DeLucchi and five principals, and the firm’s 26+ employees will join OneDigital to continue serving CAL’s ~2,000 clients across private clients, real estate, education, non-profits and commercial sectors. The acquisition strengthens OneDigital’s national presence and complements its employee benefits, PEO and risk-management offerings.

OneDigital Acquires Fortune Insurance

April 15, 2025

Insurance

OneDigital has acquired Fortune Insurance, a Tacoma-based property & casualty insurance firm, expanding OneDigital's P&C and risk management capabilities in the Pacific Northwest. The deal brings Fortune's team and industry-specific risk solutions into OneDigital's nationwide insurance, financial services and HR platform.

OneDigital Acquires Senour-Flaherty Insurance

May 30, 2024

Insurance

OneDigital has acquired Senour-Flaherty Insurance, a property & casualty insurance agency based in Mason, Ohio. The 10-person agency will join OneDigital to expand the firm's southern Ohio / greater Cincinnati presence and to integrate P&C insurance and risk management capabilities into OneDigital's broader insurance, benefits, wealth and HR services.

OneDigital Acquires HM Employee Benefits and Risk Management

February 11, 2021

Insurance

OneDigital acquired HM Employee Benefits and Risk Management, a St. Louis-based employee benefits and risk management firm, bringing approximately 130 employees into OneDigital. The deal expands OneDigital’s capabilities by adding property & casualty (P&C) services to its existing health, retirement/wealth and HR advisory offerings, enabling a more holistic multiline agency platform.

OneDigital Investment Advisors Acquires WealthSource Partners

January 31, 2024

Financial Services

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.

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.