• Rise Growth Partners Takes Minority Stake in Cyndeo Wealth Partners
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HomeRise Growth Partners
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Rise Growth Partners

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About Rise Growth Partners

Rise Growth Partners is a growth capital firm focused on helping mid-market wealth management and independent registered investment advisor (RIA) firms scale and improve. They act as strategic partners and investors, providing capital, guidance, and hands-on resources to drive organic and inorganic growth, optimize operations, and navigate industry complexities. Backed by Charlesbank Capital Partners, they emphasize alignment of incentives and long-term value creation for advisors and clients across the United States.

Recent News

No recent news for this company.

Recent Deals

Rise Growth Partners Takes Minority Stake in Cyndeo Wealth Partners

March 11, 2026

Key Team Members

Joe Duran

Managing Partner, Chief Investment Officer

Terri Kallsen

Managing Partner, Head of Partnerships

Jennifer Geoghegan

Chief Marketing Officer

Daniel Uribe

Managing Director, Mergers & Acquisitions

Phil Jacobson

Managing Partner, Business Development

Key Facts

HQ Location

Austin, United States

Founded

2023

Employees

11 - 50

Status

Private

Website

https://risegrowth.com