Let’s Rise.
To build something
extraordinary.
Together.
Turning bold vision
into remarkable realities.
Beauty. Meaning.
Joy. Growth.
Here, they coexist.
We like investing in successful wealth management firms to make them even better. Actually, we love it. Every aspect of it, from the planning to carrying out the process to the way we work with each other.
At Rise Growth Partners®, this isn’t just about capital. It’s about creating something beautiful and meaningful. If you’re just looking for money, we’re probably not the right partner. But if you’re looking to build a legacy, elevate your impact, and enjoy the ride — we’re right there with you.
We founded Rise to be the partner we wish existed when many of us were growing our companies — a partner that brings insight and joy to the journey. Because if there’s one thing we’ve learned over the years, it’s that there’s a lot of joy to be had in getting there, and having something to be very proud of when you arrive.
Built by experience.
Driven by possibility.
Here’s the thing — the people you’re tapping into at Rise have lived this journey. We’ve built, scaled, transformed, and sold successful wealth management businesses. We’ve risen through the ranks of some of the industry’s top wealth management firms. We’ve done the homework. Stumbled and learned. Succeeded and grown.
What’s more valuable than having access to all that firsthand experience?
We don’t just offer guidance — we bring resources. From driving organic and inorganic growth, to optimizing operations, to navigating industry complexities others might miss, we bring deep, hands-on expertise to the table. And we’re investors, too. We deploy capital with care and conviction — because it’s not just ours. We’re backed by Charlesbank Capital Partners, a growth-focused investor with deep investing experience in the wealth management ecosystem. Our team invests personally alongside them, so our incentives are fully aligned with yours.
When the Right Pieces Come Together, Big Things Happen.
When you combine the capital to scale with the strategy to do it right, growth isn’t just possible — it’s inevitable. At Rise, that’s the work we love. That’s the difference we bring.
Harmony.
People and purpose
working in concert.
Human. Empathy. Trustworthy. Those words are important because relationships are key to us. We’re a different kind of growth capital firm. We’re your igniters, right there beside you; the people you want in the room with you. It’s harmony that extends to those you attract to your business, too. Together, we create firms that become magnets — for exceptional talent, top-tier advisors, and values-aligned teams looking for the best way to grow. Because when the right people come together in the right culture with the right strategy, anything and everything is possible.
Proof Points.
Fresh thinking.
Bold perspectives.
News you need to know
