Home › Deals Tampa Bay Business Deals Business Deals M&A Private Equity Tampa Wealth Manager Buys $5.4 Billion Investment PlatformOctober 2, 2026The deal adds more than 30 advisor teams and pushes Concurrent to $28.6 billion in managed assets.
Tampa Wealth Manager Buys $5.4 Billion Investment PlatformOctober 2, 2026The deal adds more than 30 advisor teams and pushes Concurrent to $28.6 billion in managed assets.
