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Rise Growth Partners
1 known investors
Find your way into Rise Growth Partners
213 people in our graph share verified history with the Rise Growth Partners team — schools, employers, funds. One of them is your warm intro.
Susan Liangunlockedknows Brian Shenson · together at Charles Schwab, Advisor Services (overlapped)
×6knows the team · via Charles Schwab, Advisor Services
×5knows the team · via University of California, Berkeley
Rise Growth Partners is a growth capital firm that invests in and partners with wealth management firms, providing capital along with operational, M&A, and growth expertise to help them scale. It targets registered investment advisors and wealth management businesses in the United States.
Founders & leadership
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Brian ShensonChief Operating OfficerBrian Shenson has spent over 20 years in the US wealth management industry, holding leadership positions in custody, digital wealth, and consulting businesses. As Chief Operating Officer of Rise Growth Partners, he brings operational expertise in scaling wealth management and advisory firms.
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Jennifer GeogheganChief Marketing OfficerJennifer Geoghegan has held leadership roles in growth and strategy at wealth management firms including Focus Financial Partners and The Colony Group, serving in capacities ranging from Chief Marketing Officer to Chief Operating Officer. She is currently Chief Marketing Officer at Rise Growth Partners, a growth capital firm investing in and partnering with registered investment advisors and wealth management firms.
Investors · 1
Funding
SEC filings, press & company announcements$250M disclosed across 1 round · 2024
- $250MraisedFeb 2024 · 2 sources
Charlesbank Capital Partners (lead)
Source ↗
Source: company announcements and press reports — follow each round's link for the claim.
Frequently asked questions
- What does Rise Growth Partners do?
- Rise Growth Partners is a growth capital firm that invests in and partners with wealth management firms, providing capital along with operational, M&A, and growth expertise to help them scale. It targets registered investment advisors and wealth management businesses in the United States.
- Who founded Rise Growth Partners?
- Rise Growth Partners was founded by Joe Duran.
- Who are Rise Growth Partners's investors?
- Rise Growth Partners's investors include Charlesbank Capital Partners.
- How much funding has Rise Growth Partners raised?
- Rise Growth Partners has disclosed $250M raised across 1 round.