# Rise Growth Partners

> Rise Growth Partners is an Austin-based investment firm that takes minority stakes in fast-growing registered investment advisors (RIAs), then hands them capital, deal expertise and operating muscle to scale into national wealth platforms. Founded in 2023 by United Capital veteran Joe Duran and backed by a $250 million commitment from Charlesbank Capital Partners, Rise has quietly built a portfolio of four RIAs managing billions, betting that founders want a partner who takes a slice rather than the whole company.

- **Founded:** 2023
- **Headquarters:** Austin, Texas, United States
- **Founders:** Joe Duran (Founder, Managing Partner & Chief Investment Officer), Terri Kallsen (Managing Partner, Head of Partnerships), Tony Ling (Managing Partner, Investments & Business Development)
- **Team size:** About 20-24 employees
- **Products:** Strategic Minority Investment, M&A and Acquisition Support, Operational and Platform Guidance, Talent Recruiting and Succession Planning, Growth Marketing and Brand Building
- **Notable:** Secured a $250 million capital commitment from Charlesbank Capital Partners at launch in February 2024., Completed four RIA minority investments within roughly two years of launching., Expanded its partner network into multiple states, including Massachusetts, Missouri and Florida.

## Products & services

- **Strategic Minority Investment** — Rise acquires meaningful minority stakes in select RIAs, providing growth capital while leaving founders in control of their firms.
- **M&A and Acquisition Support** — Hands-on help sourcing, structuring and closing acquisitions so partner firms can grow inorganically.
- **Operational and Platform Guidance** — Support building next-generation operating platforms, technology adoption and operational efficiency.
- **Talent Recruiting and Succession Planning** — Advisor recruiting assistance and succession planning to help firms attract talent and plan generational transitions.
- **Growth Marketing and Brand Building** — Support for organic growth through digital marketing, lead generation and rebranding for partner RIAs.

## Achievements

- Secured a $250 million capital commitment from Charlesbank Capital Partners at launch in February 2024.
- Completed four RIA minority investments within roughly two years of launching.
- Expanded its partner network into multiple states, including Massachusetts, Missouri and Florida.
- Assembled a leadership team of wealth-management veterans, several from United Capital and Goldman Sachs.

## Latest updates

- **2026-03** — Backed Cyndeo Wealth Partners, a roughly $3.1 billion Florida RIA, in its fourth RIA investment - expanding into the Southeast.
- **2025-10** — Acquired a minority stake in St. Louis-based Krilogy (about $4.1 billion AUM), its third partnership, focused on growth, talent and succession planning.
- **2025-02** — Announced a minority investment in Grimes & Company to accelerate growth and geographic expansion.

## Links

- Website: https://risegrowth.com
- LinkedIn: https://www.linkedin.com/company/risegrowthpartners
- YouTube: https://www.youtube.com/@RiseUpwithRiseGrowthPartners

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Profile page: https://yespress.io/rise-growth-partners
Published by YesPress — https://yespress.io
Last updated: 2026-08-16