Rise Growth Partners
Rise Growth Partners is the wealth management industry’s first synergistic financial partner for growth-oriented and registered investment advisors. The firm aims to help these advisory firms accelerate growth, expand geographically, and enhance operational excellence while maintaining their independence and client-centric culture. Rise provides growth-focused RIAs with an alternative to strategic acquirers and financial sponsors by investing a non-controlling minority stake in partner firms. The firm seeks to acquire minority stakes in high-growth RIAs and provide growth capital, hands-on operational guidance, and acquisition expertise to help the firms' evolution to the next-generation of national wealth management platforms.
ABOUT RISE GROWTH PARTNERS
Rise Growth Partners is a synergistic financial partner that provides growth-oriented RIAs with comprehensive operational, financial, and growth expertise and systems.
The Rise team has a proven track record of building and exiting platform companies, generating billions of dollars in value.
Rise focuses on partnering with RIAs managing between $3 billion and $10 billion in assets under management.
Rise Growth Partners is backed by a strategic investment commitment from Charlesbank Capital Partners, a private investment firm based in Boston and New York.
RISE EXPERTISE
Business Management.
Rise helps your eadership, operating structure, and team need to be aligned and managed to create a consistent, measurable, and repeatable customer experience.
Enterprise Platform for Scale.
The firm recognizes that you need an enterprise platform that allows for interoperable systems from the client, to the advisor, to the back office.
Growth Strategies.
You need growth strategies, both organic and inorganic that are repeatable and brand consistent.