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Trusted by
Acquiring Company
Bluespring Wealth
Acquired Company
Family Wealth Counseling
Description
Bluespring Wealth has acquired Family Wealth Counseling and merged it with KDI Wealth Management. Following the transaction, the combined firm will operate under the Bluespring Wealth name. The firm now has 16 professionals, including eight advisors, dedicated to serving high-net-worth families and business owners.
Fundz sees it the moment Bluespring Wealth 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 Family Wealth Counseling?
Family Wealth Counseling was acquired by Bluespring Wealth, based in Austin. The deal was reported on October 7, 2026. Bluespring is a premier wealth management platform for advisors and their clients, dedicated to the acquisition and support of quality wealth management firms. Bluespring Wealth is privately held and operates in Financial Services.
When did Bluespring Wealth acquire Family Wealth Counseling?
Bluespring Wealth's acquisition of Family Wealth Counseling was reported on October 7, 2026. Bluespring Wealth has acquired Family Wealth Counseling and merged it with KDI Wealth Management. Following the transaction, the combined firm will operate under the Bluespring Wealth name. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Family Wealth Counseling do?
Family Wealth Counseling specializes in providing financial planning and wealth management services. It caters to high-net-worth individuals and families, helping them manage and grow their wealth effectively. It is privately held, operating in Financial Services.
This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.
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