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OneDigital Continues Its Rapid Growth in the West

Bolstered by eight acquisitions in the west, OneDigital looks to the California market for strategic partners looking to grow and build the next chapter of their business with an industry leader.

The past year has been an exciting time for OneDigital. A long-time industry leader, OneDigital has continued to strategically expand services to include benefits, Human Resources Consulting, Retirement Plan Consulting + Wealth Management, Property & Casualty, Professional Employer Organizations (PEO), and Medicare Advantage. Recognized for an award-winning culture, OneDigital partners with firms that share our values and vision for the future. In 2022 alone, nineteen acquisitions were completed across fifteen markets, eight of which occurred in the rapidly expanding western region.

Building Momentum

In July of 2022 we strengthened our integrated offerings with the addition of IntoBenefits, a full-service insurance, payroll, property and casualty, and retirement plan consulting firm in the California Bay Area and a leading brokerage in the Chinese American market.

As the marketplace continues to evolve, it was important for us to find a partner with extensive resources to supplement the services we currently offer. Finding more than just a partner, we have found like-minded colleagues who share our client-first values and an inclusive culture where our team can continue to flourish.
––Christina Yu, CEO & Founder, Into Benefits

Christine Mathews, Christine Mathews Consulting

Northern California also saw the largest HR acquisition in OneDigital history with the acquisition of Christine Mathews Consulting out of San Francisco and recent R+W growth with Praxis Consulting, a nationally recognized retirement plan consulting firm in Sacramento, California.


Shifting Focus

Strengthened by this recent Northern California growth, and supported by its existing Southern California presence, including the 2022 acquisition of Davidow Financial & Insurance Services, Inc., OneDigital now turns its attention to aligning with Property & Casualty firms in Southern California.
With ten existing teams in Southern California alone, in varying practice areas from employee benefits, retirement, wealth management, and Human Resources, there is a targeted opportunity to integrate property & casualty services into the OneDigital portfolio for thousands of businesses.

To learn more about OneDigital and how we can help to build the next chapter of your business, visit our Mergers & Acquisitions page.