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Insights

Strategic Expansion Recent acquisitions of Fortune Insurance and Watko Benefit Group, along with a significant investment from Stone Point Capital and CPP Investments, indicate ongoing growth and diversification efforts that create opportunities to offer tailored insurance and benefits solutions to expanded client portfolios.

Technology-Driven Services With a strong focus on innovative solutions and a modern customer experience, OneDigital's investment in technology platforms and digital services suggests a readiness for clients seeking advanced HR, benefits, and wellness solutions driven by digital transformation.

Market Positioning Being recognized as a Best Place to Work in Financial Services and serving over 85,000 employers positions OneDigital as a reputable partner, making it a compelling ally for organizations aiming to enhance employee benefits, wellbeing, and financial security programs.

Client Engagement Opportunities Participation in high-profile events like the CEO Financial Empowerment Forum and strategic partnerships with estate planning firms demonstrate opportunities to collaborate on executive and high-net-worth client services, expanding outreach into premium, tailored advisory solutions.

Growth in Assets OneDigital's recent investment stake in Jabil and its reported revenue of up to $50 million highlight a growth trajectory that could be supported by offering asset management, wealth advisory, and retirement planning services to clients seeking comprehensive financial solutions.

Similar companies to OneDigital | Retirement + Wealth

OneDigital | Retirement + Wealth Tech Stack

OneDigital | Retirement + Wealth uses 8 technology products and services including Power BI, HubSpot Cookie Policy Banner, Epic Systems, and more. Explore OneDigital | Retirement + Wealth's tech stack below.

Power BI
Business Intelligence
HubSpot Cookie Policy Banner
Cookie Compliance
Epic Systems
Health Platform
Hootsuite
Marketing
Dun & Bradstreet
Marketing Data Providers
PrismHR
Payroll Management And Benefits Administration
Yoast SEO
Search Engines
Google Analytics
Web Analytics

Media & News

OneDigital | Retirement + Wealth's Email Address Formats

OneDigital | Retirement + Wealth uses at least 3 format(s):

OneDigital \| Retirement + Wealth Email Formats	Example	Percentage
First@investmentresources.net	John@investmentresources.net	100%
FLast@riaadvisor.com	JDoe@riaadvisor.com	97%
First@riaadvisor.com	John@riaadvisor.com	3%
FLast@onedigital.com	JDoe@onedigital.com	63%
First.Last@onedigital.com	John.Doe@onedigital.com	35%
F.Last@onedigital.com	J.Doe@onedigital.com	1%
FirstLast@onedigital.com	JohnDoe@onedigital.com	1%

Frequently Asked Questions

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

You can contact OneDigital | Retirement + Wealth's main corporate office by phone at

+1-913-338-****

. 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?

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

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

OneDigital | Retirement + Wealth's SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 52 - Finance and Insurance.

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

As of December 2025, OneDigital | Retirement + Wealth has approximately 51 employees across 2 continents, including North AmericaEurope. Key team members include Director Of Employer Financial Solutions: L. C. R.Director Of Operations | Wealth Management: D. T.Employee Relations Manager: R. W.. Explore OneDigital | Retirement + Wealth's employee directory with LeadIQ.

What industry does OneDigital | Retirement + Wealth belong to?

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

What technology does OneDigital | Retirement + Wealth use?

OneDigital | Retirement + Wealth's tech stack includes Power BIHubSpot Cookie Policy BannerEpic SystemsHootsuiteDun & BradstreetPrismHRYoast SEOGoogle Analytics.

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

OneDigital | Retirement + Wealth's email format typically follows the pattern of First@investmentresources.net. Find more OneDigital | Retirement + Wealth email formats with LeadIQ.

When was OneDigital | Retirement + Wealth founded?

OneDigital | Retirement + Wealth was founded in 1987.

OneDigital | Retirement + Wealth

Financial ServicesKansas, United States51-200 Employees

OneDigital delivers strategic advisory consulting and technology-forward solutions to more than 85,000 employers across the nation. As employee health care, wellness and workplace benefits continue to converge, businesses of all sizes have relied on OneDigital’s exceptional advisory teams for counsel in employee benefits, wellbeing, human resources, pharmacy consulting, property and casualty solutions, as well as the retirement and wealth management services provided through OneDigital Investment Advisors. OneDigital’s commitment to technology and innovation enables its 3,000 advisors to deliver the most modern and intuitive customer experience anywhere in the industry. 

OneDigital Retirement + Wealth has been named as a Best Place to Work in Financial Services by Investment News and Pension & Investments For more information, visit onedigital.com.

OneDigital Investment Advisors is an SEC-registered investment advisory firm and wholly-owned subsidiary of OneDigital.

Company Overview

Phone number: +1-913-338-****
Website: onedigital.com
SIC Code: 6411 - Insurance Agents, Brokers, and Service
NAICS Code: 52 - Finance and Insurance
Founded: 1987
Employees: 51-200

Media & News

Funding & Financials

$25M$50M
OneDigital | Retirement + Wealth's revenue is estimated to be in the range of $25M$50M

Funding & Financials

$25M$50M
OneDigital | Retirement + Wealth's revenue is estimated to be in the range of $25M$50M

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