Our Journey
The next generation of National RIAs are in need of a true growth partner.
We are currently in talks with some of the most exciting RIAs in the country and would love to speak with you.
We know that Rome was not built in a day and we are taking a very thoughtful approach to our launch in 2024.
Our Launch Plans are as follows:
PHASE 1 - DISCOVERY 2023
Rise Growth Partners is currently having discussions and completing market research with high-growth RIAs around the country.
Rise is also evaluating prospective capital partners to be aligned with our shared mission.
PHASE 2 – LAUNCH 2024
Rise has invested minority stakes in our first select group of firms and we have pre-identified our next set of firms to invest in and grow. Rise is partnered with an industry leading capital partner.
Rise has launched as a brand and we are helping to improve our partner firms .
PHASE 3 – EXPANSION 2025+
If you are a growth oriented, middle market RIA with 1B to 5B looking for growth capital, and an experienced partner to help you to on your journey, we would love to speak with you.
