Acquiring Company
Concurrent Investment Advisors
Acquired Company
Spire Investment Partners
TampaUnited StatesFinancial ServicesFinanceFinancial ServicesFinanceLendingDescription
Concurrent Investment Advisors, LLC has successfully acquired Spire Investment Partners in an asset purchase transaction. This deal, finalized on September 30, 2026, represents Concurrent's first significant acquisition in the platform business sector. The acquisition underscores Concurrent's strategy of becoming a central hub for independent financial firms. The move is expected to enhance the offerings and capabilities of both organizations.
Fundz sees it the moment Concurrent Investment Advisors makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
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Frequently asked
Who acquired Spire Investment Partners?
Spire Investment Partners was acquired by Concurrent Investment Advisors, based in Tampa. The deal was reported on October 1, 2026. Concurrent Investment Advisors is privately held and operates in Financial Services.
When did Concurrent Investment Advisors acquire Spire Investment Partners?
Concurrent Investment Advisors's acquisition of Spire Investment Partners was reported on October 1, 2026. Concurrent Investment Advisors, LLC has successfully acquired Spire Investment Partners in an asset purchase transaction. This deal, finalized on September 30, 2026, represents Concurrent's first significant acquisition in the platform business sector. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Spire Investment Partners do?
Spire Investment Partners is a wealth management platform that caters to independent financial professionals. The firm provides an extensive array of services and resources tailored to advisors' needs. It is privately held, operating in Financial Services, and is based in United States.
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