Rise Growth Partners

About Rise Growth Partners

Rise Growth Partners is a growth capital firm focused on investing in successful wealth management firms to enhance their performance and build lasting legacies. They aim to create meaningful and impactful partnerships, bringing joy and insight to the journey of growth, and improving the lives of advisors and clients through strategic guidance and resources.

Products & Services

Growth Capital Investment:Providing capital and strategic expertise to scale wealth management firms, focusing on organic and inorganic growth, operational optimization, and navigating industry complexities.

Strategic Partnership:Acting as a partner to advisory firms, offering hands-on expertise and resources to build exceptional businesses that attract top talent and advisors.

Specialties

Organic and Inorganic Growth Operational Optimization Industry Complexities Navigation Strategic Capital Deployment

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Private Equity Commitment T: - FT: Private Equity Commitment	A: 250000000 MR: - FA: $250 million FAN: 250000000	D: 2024-02-01 FD: 2024-02-01	1 investors

Private Equity Commitment Latest

2024-02-01

$250.0M

1 investor (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

A

Andy Schwartz

CEO and Co-Founder

K

Kevin T. Grimes

CEO and Chief Investment Officer

J

Joe Duran

Managing Partner, Chief Investment Officer

LinkedIn (Pro only)

T

Terri Kallsen

Managing Partner, Head of Partnerships

W

Will Armenta

Managing Director, Mergers & Acquisitions

R

Ryan Beck

Vice President, Advisory Partnerships

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