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ONEDIGITAL INVESTMENT ADVISORS LLC

HQ - Atlanta, GA

Summary

OneDigital Investment Advisors is the wealth and retirement advisory arm of OneDigital, providing fully integrated retirement and wealth management advice to individuals and millions of clients of OneDigital's employer services.

Deals Overview

Total Deals4

Valued Deals1

Total Value£ 5.13 B

Avg. Deal Size£ 5.13 B

Market Context

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31 Jan 2024|United States|Diversified Financials

Target: WEALTHSOURCE PARTNERS LLC

Bidder: ONEDIGITAL INVESTMENT ADVISORS LLC

3 Service Providers

1 Target | 2 Bidder

8 Dealmakers

1 Target | 7 Bidder

n/a

Value

18 Sep 2025|United States|Financial Data and Systems

Target: ONEDIGITAL

Bidder: STONE POINT CAPITAL LLC

18 Service Providers

8 Target | 8 Bidder | 2 Vendor

79 Dealmakers

23 Target | 53 Bidder | 4 Vendor

£ 5.13 B

Value

06 May 2025|United States|Financial Data and Systems

Target: FINANCIAL STRATEGIES GROUP

Bidder: NEW MOUNTAIN CAPITAL LLC

4 Service Providers

1 Target | 3 Bidder

7 Dealmakers

4 Target | 3 Bidder

n/a

Value

17 Apr 2025|United States|Life Insurance

Target: BOLICOLI

Bidder: NEW MOUNTAIN CAPITAL LLC

4 Service Providers

1 Target | 3 Bidder

5 Dealmakers

2 Target | 3 Bidder

n/a

Value

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