What Rise Growth Partners does

Rise Growth Partners is a growth capital firm founded in 2023 in Austin, Texas, that takes non-control minority equity stakes in mid-market Registered Investment Advisors (RIAs) typically managing $1–15 billion in assets. Backed by a $250 million commitment from Charlesbank Capital Partners, the firm invests alongside its portfolio partners and provides strategic support across M&A execution, organic growth, talent development, brand building, technology enhancement, and operational infrastructure. Its core methodology is the proprietary 'Rise Up! Enterprise Readiness Assessment,' a diagnostic framework used to evaluate partner firms and establish baselines for strategic planning. The team is composed of senior wealth management operators with prior leadership roles at Goldman Sachs, Charles Schwab, Focus Financial, Wealth Enhancement Group, Addepar, and BCG.

The firm's revenue model is built on PE-style returns: management fees on the committed fund capital during the investment period, and long-term equity appreciation as partner RIAs grow AUM, complete acquisitions, and exit through larger platforms or IPOs. Rise does not operate as a technology or software platform and offers no public-facing APIs, SDKs, or proprietary data products. Distribution is relationship-driven — direct outreach to RIA founders supplemented by referrals from RIA-specialized investment banks (e.g., Dynasty Investment Bank) and a content-marketing engine including the 'Rise Up!' podcast, YouTube channel, and executive thought leadership in Barron's, Citywire, and InvestmentNews.

As of March 2026, Rise has executed four strategic minority investments: Bleakley Financial Group (now OnePoint BFG Wealth Partners, ~$15B AUM following a rebrand and ~60% 2025 AUM growth), Grimes & Company (~$6B AUM), Krilogy (~$5B AUM), and Cyndeo Wealth Partners ($3.1B AUM), collectively representing more than $20B in combined partner AUM across the Northeast, New England, Midwest, and Southeast United States. The company is headquartered at 111 Congress Avenue, Suite 500, Austin, Texas, and operates with 11–50 employees structured across Managing Partners, Managing Directors, VPs, and Associates.

Name

Rise Growth Partners

Legal name

Rise Growth Partners LLC

Website

https://risegrowth.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

11–50 employees

Short description

Rise Growth Partners is an Austin-based growth capital firm that takes non-control minority equity stakes in mid-market RIAs ($1–15B AUM), backed by $250M from Charlesbank Capital Partners. It provides capital plus strategic, M&A, and operational support to four partner firms totaling over $20B in AUM.

Ownership category

akta.pro rank

Product category

Growth Capital and RIA Advisory Services

NAICS

Other Investment Pools and Funds (5259), Portfolio Management and Investment Advice (523940)

SIC

Investors, Nec (6799), Investment Advice (6282)

akta.pro primary industry

Multi-Sector / Generalist Growth Equity (FSANACAO)

akta.pro secondary industry

Technology & Software Growth Equity (FSANACAA)

Keywords

• Growth capital services
• RIA minority investments
• Wealth management consulting
• Strategic advisory services
• Enterprise readiness assessment

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations

Revenue model

1. Private Equity Returns on RIA Investments: Rise Growth Partners generates returns through minority equity investments in registered investment advisory firms. The firm takes non-control minority stakes in growth-stage RIAs, providing capital and strategic support while allowing founders to retain control. Returns are realized through equity appreciation as partner firms grow AUM, complete acquisitions, and potentially exit through larger platforms or IPOs.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Rise Growth Partners is a growth capital firm that takes non-control minority equity stakes in growth-oriented Registered Investment Advisor (RIA) firms, typically those managing $1-15 billion in assets. The firm pairs capital deployment with strategic, operational, M&A, marketing, and technology support, anchored by its proprietary 'Rise Up! Enterprise Readiness Assessment' framework.

Product overview

Rise Growth Partners is a growth capital firm that provides strategic minority investments and operational support to Registered Investment Advisor (RIA) firms. Rather than a unified software product, the firm offers a portfolio of partnership services anchored by the Rise Up! Enterprise Readiness Assessment, complemented by strategic growth advisory, M&A support, marketing strategies, and platform enhancement services. The firm backs a portfolio of partner RIA firms including OnePoint BFG Wealth Partners (approximately $15B AUM), Grimes & Company (nearly $6B AUM), Krilogy (over $5B AUM), and Cyndeo Wealth Partners (approximately $3.1B AUM), providing capital and expertise to accelerate their organic and inorganic growth.

Differentiator

Problem solved

Functional benefit

Products and services

• Rise Up! Enterprise Readiness Assessment A proprietary diagnostic assessment that evaluates a partner firm's current position against peers and identifies the requirements to achieve enterprise readiness, forming the foundation of the Rise Growth Partners partnership engagement.
• Strategic Growth Partnership Services Comprehensive growth capital and strategic support services for RIA firms, including organic and inorganic growth strategy, enterprise-level business management practices, platform enhancements, M&A advisory, and marketing strategies.
• OnePoint BFG Wealth Partners Rise Growth's partner firm (formerly Bleakley Financial Group), a wealth advisory and financial planning firm managing approximately $15 billion in AUM with 15 offices and 180 advisors as of 2026.
• Grimes & Company Rise Growth's partner firm, a nationally-recognized employee-owned wealth management firm founded in 1985 managing nearly $6 billion in advisory assets with 33 advisors and 60 employees.
• Krilogy Rise Growth's partner firm, a purpose-driven wealth platform founded in 2009 managing over $5 billion in advisory assets with 95+ team members across 4 offices, offering integrated wealth management, tax, law, retirement planning, and family office services.
• Cyndeo Wealth Partners Rise Growth's partner firm, a Florida-based independent RIA founded in 2020 with approximately $3.1 billion in AUM, serving high-performance individuals including entrepreneurs and professional athletes through its CW Boss division.

Named customers4 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Dynasty Financial PartnerscoreStrategic or Co-development Partner · 11 March 2026Strategic partner providing technology, investment platform, and lead flow support via Dynasty Connect to Rise partner firm Cyndeo Wealth Partners. Dynasty Financial Partners previously invested in Cyndeo at its 2020 launch and rolled over its investment as part of Rise's transaction. Dynasty Investment Bank served as exclusive sell-side advisor for the transaction.

Scale indicators4 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Focus Financial Partners: The original PE-backed RIA consolidator, founded to acquire majority stakes in wealth management firms. Recently taken private by Clayton, Dubilier & Rice. Most directly comparable to Rise Growth's model of deploying institutional capital into the RIA channel, though Focus historically takes majority control while Rise takes minority stakes.
• Wealth Enhancement Group: PE-backed RIA consolidator with substantial AUM, supported by Lightyear Capital and TA Associates. Operates in the same mid-to-upper-middle-market RIA segment and pursues both organic growth and advisor recruiting — directly overlapping with Rise's playbook across all four portfolio firms.
• Cetera Financial Group: Genstar Capital-backed advisor solutions platform serving thousands of independent RIAs and financial advisors. Competes with Rise in the wealth management M&A and capital provision space, though Cetera operates a broader IBD-and-RIA hybrid platform.
• Hightower Advisors: PE-backed (Stone Point Capital) RIA platform with substantial AUM, built via acquisitions of high-quality wealth management firms. Uses both minority and majority structures and pursues the same growth-oriented founder-led RIA segment as Rise Growth Partners.
• Kestra Financial: Stone Point Capital-backed wealth management platform serving independent advisors and RIAs. Competes with Rise for the same pool of founder-led RIA firms, particularly those seeking capital and operational infrastructure while retaining some independence.
• Mercer Advisors: Oak Hill Capital and Genstar Capital-backed national RIA providing wealth management and financial planning. Pursues aggressive M&A rollup strategy across the same mid-market RIA segment targeted by Rise Growth Partners.
• Sanctuary Wealth: Genstar Capital-backed platform for elite independent advisors and RIAs. Provides capital, technology, and back-office support to partner firms — a comparable hybrid capital-plus-platform model to Rise Growth Partners' offering.
• Corient: GTCR-backed national RIA platform pursuing aggressive M&A growth. Recently merged with CI Private Wealth to scale AUM. Directly comparable to Rise Growth Partners in targeting mid-market and upper-mid-market RIA founders seeking capital and growth support.
• Dynasty Financial Partners: Premium RIA platform providing technology, investment platform, and lead-flow services to high-end independent advisors. Already a strategic partner to Rise (co-invested in Cyndeo), making Dynasty both a competitor and a partner in the RIA growth ecosystem.
• The Colony Group: Privately-held multi-family office and RIA platform pursuing M&A-driven growth across the same founder-led mid-market RIA segment. Strong overlap with Rise Growth Partners' deal sourcing profile and target customer base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@RiseUpwithRiseGrowthPartners/videos
• LinkedInlinkedin.com/company/risegrowthpartners/posts/?feedView=all

Revenue estimate

Valuation estimate

Number of profiles

Profiles20 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments4 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Rise Growth Partners