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Announced

OneDigital to invest in PWL Capital.

Synopsis

OneDigital, an insurance, financial services and HR consulting firm, agreed to invest in PWL Capital, a national independent wealth management firm. Financial terms were not disclosed. "This is a consequential investment for OneDigital as we make our first move into the Canadian market, partnering with a group that has a shared commitment to delivering investment and financial planning solutions centered around our client's needs. PWL brings an exceptional team with deep expertise in wealth management, making them the perfect partner as we expand our footprint internationally. Together, we're poised to bring more systematic, client-first financial solutions to Canadians, marking the beginning of an exciting new chapter for OneDigital's growth and our ability to serve clients on a global scale," Mike Sullivan, OneDigital Co-Founder and Chief Growth Officer.

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