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The ultimate growth partner for exceptional RIAs.

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Company overview

About Rise Growth Partners

๐€๐ญ ๐‘๐ข๐ฌ๐ž, ๐ฐ๐žโ€™๐ซ๐ž ๐›๐ฎ๐ข๐ฅ๐๐ข๐ง๐  ๐ญ๐ก๐ž ๐ง๐ž๐ฑ๐ญ ๐ ๐ž๐ง๐ž๐ซ๐š๐ญ๐ข๐จ๐ง ๐จ๐Ÿ ๐ฅ๐ข๐ ๐ก๐ญ๐ก๐จ๐ฎ๐ฌ๐ž ๐›๐ซ๐š๐ง๐๐ฌ ๐ข๐ง ๐ฐ๐ž๐š๐ฅ๐ญ๐ก ๐ฆ๐š๐ง๐š๐ ๐ž๐ฆ๐ž๐ง๐ญ. With a unique combination of ๐‚๐š๐ฉ๐ข๐ญ๐š๐ฅ + ๐’๐ญ๐ซ๐š๐ญ๐ž๐ ๐ข๐œ ๐„๐ฑ๐ฉ๐ž๐ซ๐ญ๐ข๐ฌ๐ž, we partner with exceptional advisory firms to help them ๐‘๐ข๐ฌ๐ž ๐…๐š๐ฌ๐ญ๐ž๐ซ ๐“๐จ๐ ๐ž๐ญ๐ก๐ž๐ซ. Our focus is on partnering with ๐‘๐ˆ๐€ ๐Ÿ๐ข๐ซ๐ฆ๐ฌ managing $3 ๐ญ๐จ $10 ๐›๐ข๐ฅ๐ฅ๐ข๐จ๐ง ๐ข๐ง ๐€๐”๐Œ that exhibit three key attributes: 1. ๐•๐ข๐ฌ๐ข๐จ๐ง๐š๐ซ๐ฒ ๐‹๐ž๐š๐๐ž๐ซ๐ฌ๐ก๐ข๐ฉ committed to long-term growth. 2. ๐€ ๐’๐œ๐š๐ฅ๐š๐›๐ฅ๐ž ๐๐ฅ๐š๐ญ๐Ÿ๐จ๐ซ๐ฆ with strong investments in technology and client experience. 3. A ๐๐ซ๐จ๐ฏ๐ž๐ง ๐‘๐ž๐œ๐จ๐ซ๐ ๐จ๐Ÿ ๐’๐ฎ๐œ๐œ๐ž๐ฌ๐ฌ and consistent growth. But what truly sets us apart is our ๐ฏ๐š๐ฅ๐ฎ๐ž๐ฌ: โ€ข ๐–๐ž ๐€๐ซ๐ž ๐†๐จ๐จ๐ ๐๐ž๐จ๐ฉ๐ฅ๐ž: Trustworthy, dependable, and transparent. โ€ข ๐–๐ž ๐Œ๐š๐ค๐ž ๐š ๐ƒ๐ข๐Ÿ๐Ÿ๐ž๐ซ๐ž๐ง๐œ๐ž: We take ownership and deliver real impact. โ€ข ๐–๐ž ๐‹๐จ๐ฏ๐ž ๐–๐ก๐š๐ญ ๐–๐ž ๐ƒ๐จ: Our passion shines through in everything we do. At Rise, weโ€™re not just partnersโ€”weโ€™re collaborators who are as invested in your success as you are. ๐‹๐ž๐ญโ€™๐ฌ ๐‘๐ข๐ฌ๐ž, ๐ญ๐จ๐ ๐ž๐ญ๐ก๐ž๐ซ.

Purpose

Mission and direction

Rise Growth Partners is a growth-capital firm focused on partnering with exceptional wealth management and RIA firms, taking minority stakes to support long-term expansion. By combining capital with strategic expertise, it helps advisory businesses scale, strengthen client experience, and accelerate growth. The firm operates as a lean, entrepreneurial investment partner that values ownership, speed, and collaboration in building enduring leaders in the wealth management space.

How they work

Company values

  • Trustworthy
  • Ownership
  • Impact
  • Collaboration
  • Entrepreneurial
  • Dependable
  • Transparent
  • Passion