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Saturday, October 3, 2026The Morning Brief →Sign in
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SoftBank

NEWTON, MA
CRD: 163118
In PWD coverage since August 19, 2026 · 9 stories
Regulatory AUMSEC Form ADV · Sep 26
5Deals on our tracker
Regulatory AUM · Aug 22 – Sep 26
Deal recordFull tracker →
Oct 1, 26Deal closedDigitalBridge · $3.1K — coverage
Sep 30, 26Deal closedDigitalBridge — coverage
Sep 30, 26Deal closedDigitalBridge — coverage
Sep 20, 26Deal announcedOpenAI — coverage
Aug 16, 26Deal talkNvidia · $3B — coverage
PWD coverage
Deals & PE

Concurrent announces Spire platform purchase, adding $5.4 billion with no price disclosed

The Tampa hybrid says the announced purchase brings more than 30 advisor teams; across four wealth additions this week, $8.55 billion in client assets are named.
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