OneDigital is a privately held insurance brokerage, financial services, and HR consulting firm headquartered in Atlanta, Georgia. The company has grown from an online employee benefits agency, founded in 2000, into a national platform spanning benefits, wealth management, and property and casualty insurance. Stone Point Capital and CPP Investments hold a majority stake in the firm, a 2025 deal that valued it at more than $7 billion.
Website: onedigital.com
Head office address: 300 Galleria Parkway SE, Suite 1100, Atlanta, GA 30339
Founded: 2000, Atlanta, Georgia
Founders: Adam Bruckman and Mike Sullivan
Company type: privately held; majority stake held by Stone Point Capital and CPP Investments
Business focus: employee benefits, HR consulting, retirement and wealth management, property and casualty insurance, professional employer organization (PEO) services, and Medicare Advantage
Regions served: United States, nationwide
The company began in 2000 as Digital Insurance Inc., an online agency built to bring employee benefits within reach for small and mid-sized businesses shut out of large-group pricing. Founders Adam Bruckman and Mike Sullivan combined technology with a partnership model. They teamed up with independent brokers and agents instead of competing with them for clients. Key milestones include:
That 2025 recapitalization marked the company’s fourth equity transaction since its founding. It followed a run of acquisitions that has added more than 270 teams to the platform over 25 years.
OneDigital organizes its work into five business lines, each aimed at helping employers and individuals manage health, wealth, and risk under one roof:
This combination lets brokers and advisors under the firm’s umbrella cross-sell across benefits, wealth, and risk instead of operating as single-line agencies, a structure the company frames as its route to sustained growth.
OneDigital operates as a national aggregator in a consolidating benefits and brokerage market, using acquisitions to add regional brokers, PEOs, and wealth advisors to its platform while letting acquired teams keep their local client relationships. The firm’s acquisitive growth strategy runs on capital from its private equity investors, who back continued deal activity alongside organic growth. The company says its long-term focus remains on integrating benefits, wealth, and risk management into a single client relationship, rather than treating each as a standalone product line.
The company says it built its brand around what it calls “fierce advocacy,” a term it uses to describe how its teams support clients on benefits, HR, and financial security decisions. It points to a run of national workplace recognitions, including honors from Fortune and the Best and Brightest programs, as evidence its culture extends internally, not just to messaging. The firm also describes itself as still guided by founder-led leadership, a distinction it ties to its consistent growth strategy over more than two decades.
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It comes after a series of similar strategic moves that includes multiple deals
What awaits the market in the current year and beyond?
