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
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
Investors 1
| Date | Name | Website |
| 04.03.2024 | Charlesban... | charlesban... |
Mentions in press and media 2
| Date | Title | Description |
| 01.02.2024 | Rise Growth Partners secures $250M to invest in midmarket RIAs | Rise Growth Partners, the RIA investment firm founded by Joe Duran, has secured a $250 million capital commitment from Charlesbank Capital Partners. Why it matters: Duran is a veteran of the wealth management industry with multiple exits un... |
| - | Rise Growth Partners | “Rise is the Nation's first Synergistic Financial Partner. We are the ultimate growth partner for exceptional advisory firms.” |