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Overland Park OneDigital adds $7B in assets with acquisition

By Madison Parry

OneDigital Investment Advisors has acquired executive benefits consultant Fulcrum Partners, a move which will enable the former to offer retirement and benefit services to all employees. The purchase adds $7 billion in assets to OneDigital and will strengthen existing services.

OneDigital Retirement + Wealth in Overland Park, Kan., one part of the whole that makes up OneDigital Investment Advisors in Atlanta, Ga., has gained new strength through the company’s latest acquisition of Fulcrum Partners.

The acquisition has added roughly $7 billion in assets to OneDigital, bringing on to the team new employees experienced in creating executive compensation plans.

Stronger services will be available in the areas of executive benefits and compensation, Fulcrum previously one of the one largest leading executive benefits consultancies.

OneDigital’s advisory teams for counsel include employee benefits, holistic HR services, employee wellbeing and pharmacy consulting, as well as the retirement and wealth management services provided through OneDigital Investment Advisors.

Additionally, the acquisition is part of the company’s plan to offer retirement and benefit services to all employees within a company.

Currently, OneDigital holds a team of over 2,400 business strategists serving 60,000 employers across the U.S.