Press Release

OneDigital Acquires Retirement Services Division of BayBridge Capital Group

Issued by OneDigital

Mar. 24, 2025

Firm Expands Financial Services Footprint in Northern California Market

Overland Park, KS – OneDigital Investment Advisors LLC, a wholly owned subsidiary of OneDigital ®, is pleased to announce the acquisition of the Retirement Services Division of BayBridge Capital Group (BayBridge) in Pleasanton, California. This strategic acquisition reinforces OneDigital’s commitment to driving growth, enhancing its financial service offerings, and expanding its presence in the San Francisco Bay Area with over 220 fierce advocates of health, success, and financial security.

Eugene Gurevich, Managing Partner of BayBridge Retirement Services, and the BayBridge Retirement Services team deliver comprehensive retirement plan consulting and wealth management services to companies, organizations, individuals, and families. BayBridge Retirement Services supports its clients by thoughtfully and proactively managing employer-sponsored retirement plans and financial wellness programs with a focus on plan design and operations, fiduciary oversight, and employee experience. The team will continue to directly serve their clients with the same steadfastness and knowledge.

Eugene has been recognized as one of the National Association of Plan Advisors (NAPA) Top 100 Retirement Plan Advisors under 40 for 2021-2024. NAPA’s Aces: Top 100 Retirement Plan Advisors Under 40 is an awards program created in 2014 to recognize future leaders in the retirement plan industry. The National Association of Plan Advisors typically releases their list in November of each year based on survey information collected. No compensation is provided to obtain or use this rating.*

Eugene and his team bring a wealth of experience and believe in putting their clients first, which will be invaluable as OneDigital continues to grow and innovate in this space. Their commitment to excellence aligns perfectly with our mission to provide our clients comprehensive and personalized retirement solutions. This partnership underscores our dedication to enhancing our capabilities in the Northern California region and bringing value to our clients.   — Nate Wall, Sr. Managing Principal for Northern California, OneDigital

While Eugene and his team transition to OneDigital, his long-time partner, Kevin Batstone, will continue to operate under the BayBridge name, focusing on the wealth management sector. The decision marks an exciting new chapter for both Eugene and Kevin, allowing them to continue their commitment to excellence while adapting to changing market needs.

Over the years, we’ve built lasting relationships by offering personalized guidance and support. With OneDigital’s national network of forward-thinking industry professionals dedicated to crafting an exemplary workplace experience for clients, we can now provide more robust and ever-improving solutions around fiduciary oversight, employee retirement outcomes, and a broader reach for financial wellness. OneDigital’s people-first culture and like-minded values made us feel at home. We are deeply proud of the legacy of BayBridge, and this transition will allow both companies to grow even further.   — Eugene Gurevich, Former Managing Partner of BayBridge Capital Group

With over $130 Billion in assets under management as of 12/31/2024, OneDigital remains dedicated to its core values of integrity, innovation, and client-centric service. The addition of the BayBridge retirement services team is a testament to OneDigital’s ongoing efforts to enhance their offerings and support their clients’ financial well-being. As the BayBridge Retirement Services team embarks on this new chapter, the whole team is committed to maintaining an open dialogue with all employees, clients, and stakeholders to help ensure a smooth transition and continued success. Wise Rhino Group, M&A consulting firm, represented Eugene Gurevich in the transaction.

About OneDigital

OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provides personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 100,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation. For more information, visit onedigital.com. Investment advice offered through OneDigital Investment Advisors LLC, a wholly owned subsidiary of OneDigital.

About BayBridge Capital Group’s Retirement Services Division

BayBridge Capital Group was co-founded in 2016 by Eugene Gurevich and Kevin Batstone. Eugene Gurevich leads the BayBridge Retirement Services team, which provides their clients with tailor-made solutions for corporate retirement planning.

*The National Association of Plan Advisors (NAPA) Top 100 Retirement Plan Advisors under 40 list draws from nominations provided by NAPA Broker-Dealer/RIA Firm Partners, who are subsequently vetted by a panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. The rating is not an indication of future performance, quality of investment advice or client experience.

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