OneDigital Stakes $5B Canadian Wealth Manager PWL Capital

OneDigital, an Atlanta-based, technology-enabled professional services firm, announced that it has invested in Montreal-based PWL Capital, a wealth management firm and multifamily office with $5B in assets under management.

Founded in 1996, PWL Capital serves 2,300 client families across its offices in Ontario, Montreal, and Toronto. The strategic partnership, which OneDigital co-founder Mike Sullivan dubbed as a “landmark moment” for his firm, signified the firm’s first foray into the international wealth market. Sullivan said OneDigital, which specializes in insurance, financial services, and HR solutions, will leverage its leadership team and platform to aid PWL Capital in enhancing its advisory capabilities.

As a part of the deal, PWL will undergo rebranding efforts and transition to the OneDigital brand while maintaining operational independence. With the deal, OneDigital adds 70 staff members, including 25 registered financial advisors.

Written By: Dakota

The Database For Cold Outreach to Reach Institutional and RIA Investors

Book A Demo

OneDigital Stakes $5B Canadian Wealth Manager PWL Capital

Subscribe

Related Content

Intel to Spin Off $5B AUM Venture Capital Business

CAPTRUST Acquires $5B RIA Boston Financial Management

Report: Energy Capital Partners Targets $5B for Sixth Flagship Fund

The Database For Cold Outreach to Reach Institutional and RIA Investors

Address

Products & Services

Resources

Events

Company