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Spire Investment Partners

In PWD coverage since October 1, 2026 · 9 stories

6Deals on our tracker

Deal recordFull tracker →

Oct 2, 26Deal announcedConcurrent Investment Advisors · $5 — coverage

Oct 2, 26Deal announcedConcurrent Investment Advisors · $5.4K — coverage

Sep 30, 26Deal closedConcurrent Investment Advisors · $5 — coverage

Sep 30, 26Deal closedConcurrent · $5.4B — coverage

Sep 30, 26Deal announcedConcurrent · $5.4B — coverage

Sep 29, 26Deal closedConcurrent · $5.4B — coverage

PWD coverage

Deals & PE

Concurrent announces $5.4B Spire purchase and $3B–$10B platform target

Concurrent's first platform purchase adds more than 30 advisor teams and lifts pro forma assets to $28.6 billion.

Deals & PE · Oct 3Concurrent announces Spire platform purchase, adding $5.4 billion with no price disclosed

Features · Oct 3Fidelity tells sub-$100 million RIA clients to reach $100 million or leave by mid-2027

M&A · Oct 3Concurrent to add Spire's $5.4B and 30-plus advisor teams in first platform purchase

M&A · Oct 2Concurrent buys $5.4B Spire and sets a $3B-to-$10B platform target

Deals & PE · Oct 2Concurrent buys Spire's 30-plus teams in first RIA platform deal

move · Oct 1Fidelity gives sub-$100M RIAs until June 2027 to find a custodian

M&A · Oct 1Concurrent acquires Spire Investment Partners, its first RIA platform purchase

move · Oct 1Concurrent acquires Spire, a $5.4 billion RIA with 30 advisor teams