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Wednesday, October 7, 2026The Morning Brief →Sign in
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Family Wealth Counseling

In network coverage since October 7, 2026 · 1 story
1Deals on our tracker
Deal recordFull tracker →
Oct 6, 26Deal closedKDI Wealth Management · Bluespring Wealth Partners · $1B — coverage
Network coverage
M&A

Bluespring folds Family Wealth Counseling into KDI Wealth Management, lifting combined assets past $1 billion

KDI oversaw more than $750 million when Bluespring bought it in 2024; holding that baseline against the combined $1 billion implies roughly $250 million from Family Wealth Counseling.
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