Rise Growth Partners

Rise Growth Partners is a financial services company that partners with and invests in growth-oriented wealth management firms. They specifically focus on middle-market RIAs with aspirations to become national platforms, providing them with both capital and strategic expertise. The company prides itself on being a "Synergistic Financial Partner," offering minority stake capital alongside an experienced team with over 200 years of combined expertise in building and exiting platform companies.

Rise Growth Partners offers a comprehensive approach to growth, addressing three key areas: business management, enterprise platform for scale, and growth strategies. They believe that by leveraging their proven expertise and proprietary Enterprise Readiness Assessment, they can help their partner firms overcome the hurdles of scale and become industry leaders. They also partner with top wealth tech providers to create a unified system that allows RIAs to integrate their existing software solutions into a seamless ecosystem.

Rise Growth Partners is a company that aims to elevate the independent financial advisory industry by partnering with and supporting exceptional advisory firms. They provide minority stake capital and strategic expertise to help these firms accelerate their growth and reach new heights. Their mission is to fundamentally improve the lives of everyone they work with, recognizing that exceptional advisors need better capital solutions to achieve their full potential.

Rise Growth Partners promotes a collaborative and supportive culture that emphasizes teamwork, innovation, and a shared commitment to growth. The company values diversity and inclusivity, recognizing that people do their best work when they are part of something greater than themselves. This is reflected in their belief in independent advice and their mission to partner with exceptional advisory firms, accelerating their growth and improving the lives of everyone they work with.

Rise Growth Partners emphasizes the power of independent advice and seeks to elevate the industry by partnering with the next generation of exceptional advisory firms. They believe in building a company culture that values diversity, equity, and inclusion, fostering a sense of belonging for all employees and partners. Their commitment to these values is reflected in their team, which is comprised of individuals from a wide range of backgrounds, experiences, and perspectives.