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, 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?
From driving both organic and inorganic growth, to enhancing operational excellence, to helping you navigate the complexities others might miss, this is the kind of work we love, and the expertise we bring. We’re also serious investors – we bring capital along with strategic expertise. We know how to deploy capital thoughtfully and strategically, ensuring every dollar works hard to drive meaningful growth. We’re also backed by Charlesbank Capital Partners, a reputable blue-chip investor, adding deeper analytical insights and rigor to our efforts. What’s more, the Rise team members put their own money alongside Charlesbank, ensuring our interests are fully aligned with yours.
When you combine the capital you need with real strategic partnership, and all the pieces fit together and work well, more than good things happen, great things happen.
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 possilble.
Proof Points.
Fresh Thinking.
Bold Perspectives.
News you need to know
Joe Duran’s Rise Growth Makes First Investment in $10B AUM Bleakley
Joe Duran: RIAs must get creative to appeal to large acquirers, PE
A POV you can use
Episode 1: Lighthouse Brand | Full episode
In this episode, Jennifer and Joe dive deep into the art of building a lighthouse brand—a brand that doesn’t just exist but leads with passion, consistency, and purpose.
Episode 2: The Three Little Pigs
Episode 3: Winning in 2025
You + Us.
Built to Rise.
If you want to build something extraordinary – or are dreaming about what could be – let’s talk. We’d love to hear where you want to go, and discuss how we can help get you there. It’s better together.
for exceptional advisory firms.