Rise Growth Partners
Rise Growth Partners, founded in 2023 and based in Austin, Texas, is a consultancy firm that specializes in providing operational, development, and compliance consulting services. The firm caters primarily to registered investment advisors, offering a range of support that includes recruitment, mergers and acquisitions, operational scaling, leadership development, and exit planning. Additionally, Rise Growth Partners focuses on organic growth initiatives and investment support, positioning itself as a comprehensive partner for advisory firms looking to enhance their operations and strategic direction.
2 past transactions
Grimes & Company
Private Equity Round in 2025
Grimes & Company, based in Westborough, is a financial services firm specializing in personalized financial planning and investment management. They assist clients in achieving their financial objectives through tailored strategies, including retirement income planning, tax-sensitive planning, and estate planning.
Bleakley Financial Group
Private Equity Round in 2024
Bleakley Financial Group is an investment advisory firm located in Fairfield, New Jersey, established in 1985. The firm specializes in providing independent financial planning and wealth management advice to individuals, families, and business owners. Operating in a focused team environment, it prioritizes personalized service and aims to understand the unique financial needs of its clients. The firm's executive management team oversees the management of assets, ensuring a tailored approach to financial strategies and solutions. Through its comprehensive services, Bleakley Financial Group seeks to empower clients in achieving their financial goals.
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