2024
Flagship
Business Services
Austin, TX
Active
Rise Growth Partners is a synergistic partner for growth-oriented registered investment advisors (RIAs). Rise aims to acquire meaningful minority stakes in a select group of RIAs and provide strategic support, hands-on operational guidance, recruiting assistance and acquisition expertise to enable those partner RIAs to accelerate growth and efficiently scale into next-generation wealth management platforms. Rise is led by a team of seasoned industry executives and operators with extensive wealth management and growth company experience.
Charlesbank partnered with the management team, led by United Capital founder Joe Duran, to establish Rise in early 2024, attracted by the depth and experience of the team and their unique approach to the wealth management market. Rise has developed a compelling pipeline of growth-oriented RIAs, aided by Charlesbank’s own thematic work in the sector.
Joe Duran
Perspective Financial Group
Wealth Management
Status:
Petra
Fund administration services
Status:
Salus GRC
GRC consulting
Status:
Accordion
Financial and technology consulting
Status:
Lido Advisors
Wealth Management Services
Status:
American Residential Services
HVAC and plumbing services
Status: Active
Neptune Retail Solutions
Shopper marketing services
Status:
World Insurance Associates
Full-service insurance brokerage
Status: Active
Polyconcept
Customized and personalized products
Status: Active
StoneCastle Partners
Asset manager
Status: Active
Vestcom
Shelf-edge marketing solutions
Status: Realized
Princeton Review
Test preparation courses and materials
Status: Realized
Montpelier Re
Property catastrophe insurance
Status: Realized
Bankruptcy Management Solutions
Bankruptcy services
Status: Realized
WorldStrides
Educational student travel
Status: Realized
CIFC
Credit asset management
Status: Realized
Catlin
Property/casualty insurance
Status: Realized
Universal Technical Institute
Automotive technician education
Status: Realized
CSI Leasing
Computer-equipment leasing
Status: Realized
Technisource
Information-technology staffing
Status: Realized