Let’s Rise.
To build something
extraordinary.
Together.
Turning bold visions
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, improving the lives of advisors and clients. 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
A POV you can use
Episode 17: The Wealth Trap: Why Feeling Rich Matters More Than Being Rich
Joe Duran has spent his career sitting across the table from people at every level of wealth — from families building their first $100K to those whose wealth will outlive generations. In Episode 17 of Rise Up, he tells Jennifer Geoghegan what he’s learned: satisfaction has almost nothing to do with the number, and everything to do with how people experience it. Joe walks through the real spectrum clients move through — Accumulators, High Net Worth, Very High Net Worth, and Ultra Affluent — and what actually shifts, and what doesn’t, at each stage.
Episode 16: Why Being a Target in M&A Can Feel Daunting for an RIA (and How to Overcome It)
Rise Growth Partners’ CMO Jennifer Geoghegan sits down with Tony Ling, Managing Partner and Head of Investments and M&A at Rise to discuss the increasingly competitive M&A landscape in wealth management.
Tony shares what has changed for RIA buyers and sellers, why successful acquisitions require more than capital, and how firms can build a thoughtful, repeatable approach to inorganic growth. From deal structure and diligence to culture fit, communication, and speed, Tony explains why M&A is both highly strategic and deeply personal — especially for founders thinking through the future of a business they’ve spent decades building.
Episode 15: The Hidden Cost of Overlooking Operational Talent in Growing Advisory Firms
In this episode, Rise’s CMO Jennifer Geoghegan sits down with Brian Shenson, Chief Operating Officer at Rise Growth Partners, to explore one of the most common — and costly — blind spots in wealth management: firms that grow fast but build their operational foundation too late. Brian breaks down the real reasons firms struggle to scale, why better tools alone won’t solve the problem, and what the best firms do differently to build a platform that supports long-term enterprise growth.