Fundraising Fox

Rise Growth Partners

1 known investors

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.

Fintech

Founders & leadership

JDJoe Duran
Joe DuraninFounder
TLTony Ling
Tony LinginManaging Partner and Head of Investments and M&A
BSBrian Shenson
Brian ShensoninChief Operating Officer
JGJennifer Geoghegan
Jennifer GeogheganinChief Marketing Officer

Investors · 1

Charlesbank Capital Partners✓ verifiedToronto

In the news

Joe Duran's Rise Growth Partners expands to Florida with Cyndeo Wealth deal - InvestmentNewsinvestmentnews.com · Mar 2026Rise Growth Partners Backs Cyndeo Wealth Partners in Fourth RIA Investmentbusinesswire.com · Mar 2026Rise Growth Partners Acquires Minority Stake in Grimes & Company to Accelerate Growth and Geographic Expansionbusinesswire.com · Feb 2025Rise Growth Partners Announces First Strategic Investment in Bleakley Financial Group to Propel National Expansion | News and Insights | Charlesbankcharlesbank.com · Aug 2024Fintech: Joe Duran's Rise Growth Partners secures $250MM for minority RIA investmentslex.substack.com · Feb 2024Duran's Rise Growth Partners Raises $250Mwealthmanagement.com · Feb 2024

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.