How We Work
At Rise Growth Partners®, our private equity fund investment services provide RIAs with strategic capital solutions, ensuring long-term scalability and market success. We deliver non-control minority capital and strategic growth solutions to registered investment advisors (RIAs). Our mission is to help RIAs scale efficiently while maintaining their independence, leveraging capital and expertise to unlock long-term success.
Private Equity Solutions for RIAs
Rise Growth Partners specializes in private equity fund investment services tailored to RIAs managing $3 billion – $10 billion in assets. Our private equity investment strategy combines direct capital infusion with operational expertise, ensuring RIAs maximize financial growth while maintaining independence.
Our Private Equity Approach
- Growth Capital: We provide minority, non-control equity investments to fuel expansion while preserving your firm’s entrepreneurial vision.
- Strategic Advisory: Our team offers insights on capital deployment, operational efficiency, and succession planning to help RIAs scale effectively.
- Portfolio Support: We work alongside RIAs, enhancing financial performance, business development, and client experience strategies.
- Investment Strategies: Rise Growth Partners focuses on aligning capital with growth opportunities, acquisitions, and technology-driven innovations within wealth management firms.
Why Partner with Rise Growth Partners?
With a deep understanding of the RIA landscape, Rise Growth Partners provides capital solutions that enable firms to expand without sacrificing independence. Our private equity fund investment services empower firms to scale strategically, invest in growth initiatives, and strengthen their market position while maintaining control over their business direction.
