Insights

Strategic Growth OneDigital serves a large employer base (85,000+ clients) with integrated advisory and technology-forward benefits solutions, presenting cross-sell opportunities across retirement, wealth, health benefits, wellness, HR, and property & casualty services.

Tech-Driven Advantage With a modern tech stack and a proprietary platform Impact Studio enhanced for AI-driven insights, there are opportunities to expand digital consulting, analytics-driven benefits optimization, and cost-control tools for mid-market to enterprise clients.

Expansion via Acquisitions Recent Illinois trucking specialty expansion and notable leadership movements indicate an active growth and integration strategy—sales teams can target regional brokers and carrier clients to broaden trucking, casualty, and HR services.

Risk Management Positioning Launch of RiskIP signals a framework for addressing risk beyond insurance; this creates cross-sell potential into risk advisory, people and property risk assessments, and preventative programs for core growth drivers.

Renewed Leadership & Talent Industry-visible leadership changes and new product leadership (Chief Product Officer) suggest ongoing innovation and strategic partnerships; engage in executive-level conversations around roadmap, productized advisory services, and Joint go-to-market opportunities.

Similar companies to OneDigital | Retirement + Wealth

OneDigital | Retirement + Wealth Tech Stack

OneDigital | Retirement + Wealth uses 8 technology products and services including Canva, Docker, Wix eCommerce, and more. Explore OneDigital | Retirement + Wealth's tech stack below.

Media & News

OneDigital | Retirement + Wealth's Email Address Formats

OneDigital | Retirement + Wealth uses at least 7 email formats:
OneDigital | Retirement + Wealth Email FormatsExamplePercentage
FLast@riaadvisor.comJDoe@riaadvisor.com
97%
First@riaadvisor.comJohn@riaadvisor.com
3%
First@investmentresources.netJohn@investmentresources.net
100%
FLast@onedigital.comJDoe@onedigital.com
60%
First.Last@onedigital.comJohn.Doe@onedigital.com
38%
F.Last@onedigital.comJ.Doe@onedigital.com
1%
FirstLast@onedigital.comJohnDoe@onedigital.com
1%

Frequently Asked Questions

What is OneDigital | Retirement + Wealth's phone number?

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You can contact OneDigital | Retirement + Wealth's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is OneDigital | Retirement + Wealth's official website and social media links?

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OneDigital | Retirement + Wealth's official website is onedigital.com and has social profiles on LinkedIn.

How much revenue does OneDigital | Retirement + Wealth generate?

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As of October 2026, OneDigital | Retirement + Wealth's annual revenue is estimated to be $10M - $25M.

What is OneDigital | Retirement + Wealth's NAICS code?

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OneDigital | Retirement + Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does OneDigital | Retirement + Wealth have currently?

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As of October 2026, OneDigital | Retirement + Wealth has approximately 51 employees across 2 continents, including North America and Europe. Key team members include Senior Retirement Plan Advisor, Onedigital Retirement + Wealth: K. S. P., Sales Engineer: E. M. and Wealth Consultant, Onedigital | Wealth Management: J. N. Explore OneDigital | Retirement + Wealth's employee directory with LeadIQ.

What industry does OneDigital | Retirement + Wealth belong to?

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OneDigital | Retirement + Wealth operates in the Financial Services industry.

What technology does OneDigital | Retirement + Wealth use?

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OneDigital | Retirement + Wealth's tech stack includes Canva, Docker, Wix eCommerce, Google Cloud, monday.com, Constant Contact, Datadog and Microsoft Teams.

What is OneDigital | Retirement + Wealth's email format?

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OneDigital | Retirement + Wealth's email format typically follows the pattern of FLast@riaadvisor.com. Find more OneDigital | Retirement + Wealth email formats with LeadIQ.

When was OneDigital | Retirement + Wealth founded?

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OneDigital | Retirement + Wealth was founded in 1987.
OneDigital | Retirement + Wealth logo

OneDigital | Retirement + Wealth

Financial ServicesKansas, United States51-200 Employees

OneDigital | Retirement + Wealth operates in the financial services sector, delivering strategic advisory services and technology-enabled solutions to employers across the United States. The firm's scope includes employee benefits, wellbeing, human resources, pharmacy consulting, property and casualty risk management, and retirement and wealth management offered through OneDigital Investment Advisors. It relies on a large network of advisors and emphasizes technology to provide a modern, intuitive client experience.

Based in Overland Park, Kansas, the company serves a midsize footprint and supports more than 85,000 employers. It has earned recognition as a Best Place to Work in Financial Services from Investment News and Pension & Investments. In 2026, OneDigital announced a nationwide expansion of its Secure Future Pooled Employer Plan through a partnership with Standard Insurance Company.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1987
Employees
51-200

Section iconFunding & Financials

  • $10M - $25M

    OneDigital | Retirement + Wealth's revenue is estimated to be in the range of $10M - $25M

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