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Rise Growth Partners

Year of Investment:





Business Services


Austin, TX





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 Investment

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

Key Team Members
Related News
February 1, 2024

Rise Growth Partners Announces $250 Million Commitment From Charlesbank Capital Partners to Fuel the Next Generation of RIAs

With private equity backing, Rise Growth Partners will seek to help RIAs break through barriers and become national enterprises Read More

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