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Bluespring Wealth merges Family Wealth Counseling

PRIVATEOct 07, 2026

Acquiring Company

Bluespring Wealth

Acquired Company

Family Wealth Counseling

AustinFinancial ServicesFinancial ServicesNon ProfitFamily

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.

Company Information

Company

Bluespring Wealth

Location

5707 Southwest Pkwy

Austin, Texas, United States

About

Bluespring is a premier wealth management platform for advisors and their clients, dedicated to the acquisition and support of quality wealth management firms. It builds a community of entrepreneurially-minded firms focused on their clients’ interests.

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.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.