A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyYou’re reading this editionESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Digital Capital Daily
Independent Intelligence on Institutional Digital Assets
Friday, October 2, 2026The Morning Brief →Sign in
ria

Spire Investment Partners

In PWD coverage since October 1, 2026 · 4 stories
3Deals on our tracker
Deal recordFull tracker →
Sep 30, 26Deal closedConcurrent Investment Advisors · $5 — coverage
Sep 30, 26Deal closedConcurrent · $5.4B — coverage
Sep 29, 26Deal closedConcurrent · $5.4B — 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.
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
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Digital Capital Daily, in your inbox every weekday. Free.