OneDigital

What OneDigital does

OneDigital is a US-based insurance brokerage and financial services company that completed a majority private equity recapitalization in December 2025, valued at over $7 billion. Stone Point Capital and CPP Investments acquired majority stakes from existing shareholders, while Onex Partners — the prior controlling investor — retained a significant minority position. The stated use of proceeds is to support OneDigital's growth through organic expansion and strategic acquisitions, consistent with a roll-up-oriented brokerage platform.

The input does not disclose OneDigital's product mix, segment focus, pricing mechanics, revenue model, technology stack, or specific customer profile. No carrier appointments, policy volume, headcount, geographic footprint, or service-line details are provided; firmographic fields in the source material reference a separately identified entity (a small digital marketing agency in Cluj-Napoca, Romania, with 11-50 employees) that does not align with the investment-grade US brokerage described in the funding record. On the evidence available, OneDigital's business model is a conventional insurance brokerage and financial services platform serving clients with insurance and financial product needs.

Strategic posture is defined almost entirely by the 2025 ownership transition. Operating status is reported as active and independent under new PE ownership, with growth capital allocated to both organic and inorganic expansion. The absence of disclosed product, pricing, segment, technology, and revenue data represents a material information gap for any deeper competitive or financial assessment.

Name

OneDigital

Legal name

OneDigital

Website

https://seocluj.ro

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Short description

OneDigital is a US-based insurance brokerage and financial services company that, in December 2025, underwent a majority recapitalization valued at over $7 billion by Stone Point Capital and CPP Investments, with Oneex Partners retaining a minority stake, to fund organic expansion and strategic acquisitions.

Ownership category

akta.pro rank

Product category

Insurance Brokerage

NAICS

Agencies, Brokerages, and Other Insurance Related Activities (5242), Portfolio Management and Investment Advice (523940)

SIC

Insurance Agents, Brokers & Service (6411), Investment Advice (6282)

akta.pro primary industry

Mid-Market Commercial Package (Package Policies) (FSAJAFAB)

akta.pro secondary industry

Group Universal Life (GUL) (FSAIADAC)

Keywords

• Insurance brokerage
• Employee benefits
• Financial advisory
• Risk management
• Wealth management

Headquarters

HQ city

Cluj-napoca

HQ country

Romania

HQ region

Europe

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

OneDigital is a US-based insurance brokerage and financial services company offering insurance and financial services to clients. The firm supports its growth through organic expansion and strategic acquisitions under majority private equity ownership by Stone Point Capital and CPP Investments.

Differentiator

Problem solved

Functional benefit

Products and services

• Insurance Brokerage and Financial Services

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves5 records

Expansion highlights3 records

Broad incumbents

• Marsh McLennan: Global insurance brokerage and risk advisory giant. Comparable as a top-tier insurance intermediary serving commercial clients, but materially larger and broader in scope than the mid-market-focused OneDigital.
• Aon: Global professional services firm with a large insurance brokerage and reinsurance brokerage arm, including the acquired NFP. Comparable in core brokerage activity and employer benefits focus, but at vastly greater scale and global footprint.
• Willis Towers Watson: Major global insurance brokerage and advisory firm with strong group benefits and commercial lines practices. Direct overlap with OneDigital in mid-market and large employer benefits brokerage.

Direct peers

• Arthur J. Gallagher & Co. Public insurance brokerage and risk management services company with a sizable middle-market and employee benefits practice. Closely comparable business mix and acquisition-driven growth model to OneDigital.
• Brown & Brown: Public insurance brokerage with a heavy reliance on organic and acquired producer growth across commercial and employee benefits lines. Highly comparable operating model to OneDigital.
• Hub International: PE-backed insurance brokerage serving mid-market commercial and personal lines clients in North America. Direct competitor for the same producer and tuck-in M&A pipeline that OneDigital targets.
• USI Insurance Services: Privately-held insurance brokerage and consulting firm focused on middle-market commercial and employee benefits clients. Closely comparable in size, segment focus, and PE-backed roll-up strategy.
• Acrisure: PE-backed insurance brokerage and fintech platform that has grown rapidly via acquisitions. Comparable in roll-up DNA, PE sponsorship, and emphasis on technology-enabled distribution.
• Lockton: Largest privately-held insurance brokerage in the US, with strong commercial and employee benefits practices. Comparable private-company brokerage model competing for the same middle-market and large-employer clients.
• NFP (an Aon company): Property-casualty and benefits brokerage serving mid-market employers, acquired by Aon. Highly comparable in segment focus and benefits-led mix, and a direct competitor for OneDigital's target accounts.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about OneDigital