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Wealth Care
In PWD coverage since October 1, 2026 · 3 stories
2Deals on our tracker
Deal recordFull tracker →
Sep 29, 25Deal closedHB Wealth · $700M
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.