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Wednesday, October 7, 2026Family Office Daily Briefing →Sign in
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Arax

In PWD coverage since September 28, 2026 · 3 stories
1Deals on our tracker
Deal recordFull tracker →
Sep 30, 26Deal announcedKingsRock Advisors — coverage
PWD coverage
Deals & PE

Concurrent buys Spire's 30-plus teams in first RIA platform deal

The asset purchase adds about $5.4 billion and lifts Concurrent to $28.6 billion, with no purchase price disclosed.
Deals & PE · Oct 1Arax adds private capital markets services through KingsRock partnership
M&A · Sep 28DeVoe: RIA deal count down 19% in Q3 through Sept. 22
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