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OneDigital CIO Saumen Chattopadhyay Featured on Asset TV to Discuss OneDigital Reaching $100 Billion in AUA

OneDigital Retirement and Wealth has acquired thirty-two firms since 2020.

These acquired firms are a part of the many growth factors that have led to this outstanding achievement. To continue the momentum, OneDigital has also made a concerted effort for growth in the wealth management space by acquiring four Wealth Management shops in the first three months of 2022, including leaders in wealth management such as Gouldin & McCarthy, LLC and Generations Wealth Planning, LLC. This aggressive growth in the wealth management space is all in a continued effort to bring the convergence of health and wealth to employers.

In the Asset TV interview, “OneDigital Hits $100 Billion in Assets Under Advisement," Saumen addresses why he was excited to shift from his previous position and join the OneDigital family.

I was intrigued by the convergence story of OneDigital, where you have health, benefits, retirement, and wealth, which got me the synergy OneDigital has. Obviously, before, I was a part of a 100% Wealth Management shop. Now at OneDigital, I have the ability to bring in this retirement and wealth alongside the two other verticals, which are health and benefits. We are also entering the P&C business. So, it keeps growing! And the synergies just 10x even more than I had experienced in my previous lives.
Saumen Chattopadhyay, Chief Investment Officer, OneDigital Retirement + Wealth

Watch the full interview here.

Want to read more from Saumen Chattopadhyay? Check out his recent article: 5 Reminders for Investors When Markets are Volatile.

Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.