Acquisition Expands Leadership and Access Within Asian Market
ATLANTA, GA – July 19, 2022 – OneDigital, the nation’s leading insurance brokerage, financial services and HR consulting firm, has acquired IntoBenefits, Inc. in San Jose, CA.
Under the leadership of CEO Christina Yu, IntoBenefits has grown to become a full-service insurance, payroll, property and casualty and retirement plan consulting firm in the California Bay Area and is a leading brokerage in the Chinese market. IntoBenefits will transition over 400 small to medium-sized clients to OneDigital, joining the more than 90,000 employers leveraging its advisory services nationwide. This strategic partnership with OneDigital will enhance the firm’s access to resources, compliance, technology, and capabilities in insurance, retirement, and human resources to better serve its current clients.
I’m incredibly excited and humbled that Christina Yu and her dedicated team of benefits and insurance professionals chose to join OneDigital to help expand capabilities and resources for the clients and communities that they serve. I have known Christina for many years and have always been impressed with her consummate professionalism and dedication to providing a holistic approach to her clients’ insurance needs. Adding this talented team to OneDigital will continue to fuel our record growth in the Bay Area.
- Jeff Fallick, Regional Managing Principal, OneDigital
IntoBenefits CEO & Founder Christina Yu echoed the commentary, stating, “As the marketplace continues to evolve, it was important for us to find a partner with extensive resources to supplement the services we currently offer. Finding more than just a partner, we have found like-minded colleagues who share our client-first values and an inclusive culture where our team can continue to flourish.”
As an industry leader, OneDigital seeks entrepreneurial organizations to expand and optimize its comprehensive advisory services and market-leading solutions. The firm's niche for strategic partnerships is backed by its significant growth and successful expansion into new service verticals, fueling its investments in technology solutions and other resources that deliver efficiencies for broker partners and their customers.
OneDigital delivers strategic advisory consulting and technology-forward solutions to more than 90,000 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 has been named as a Best Place to Work in Insurance by Business Insurance. For more information, visit onedigital.com.
About IntoBenefits, Inc.
IntoBenefits is a trusted independent insurance brokerage firm with a suite of solutions to add value to their clients. Mostly focused on assisting small to medium-sized businesses with their employee benefits program and human resource needs, IntoBenefits also offers compliance and communication services. For more information, visit intobenefits.com.
Media Contact: Chelsea McKenna
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