Company intelligence
Rise Growth Partners
The ultimate growth partner for exceptional RIAs.
About Rise Growth Partners
๐๐ญ ๐๐ข๐ฌ๐, ๐ฐ๐โ๐ซ๐ ๐๐ฎ๐ข๐ฅ๐๐ข๐ง๐ ๐ญ๐ก๐ ๐ง๐๐ฑ๐ญ ๐ ๐๐ง๐๐ซ๐๐ญ๐ข๐จ๐ง ๐จ๐ ๐ฅ๐ข๐ ๐ก๐ญ๐ก๐จ๐ฎ๐ฌ๐ ๐๐ซ๐๐ง๐๐ฌ ๐ข๐ง ๐ฐ๐๐๐ฅ๐ญ๐ก ๐ฆ๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ. With a unique combination of ๐๐๐ฉ๐ข๐ญ๐๐ฅ + ๐๐ญ๐ซ๐๐ญ๐๐ ๐ข๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ๐ข๐ฌ๐, we partner with exceptional advisory firms to help them ๐๐ข๐ฌ๐ ๐ ๐๐ฌ๐ญ๐๐ซ ๐๐จ๐ ๐๐ญ๐ก๐๐ซ. Our focus is on partnering with ๐๐๐ ๐๐ข๐ซ๐ฆ๐ฌ managing $3 ๐ญ๐จ $10 ๐๐ข๐ฅ๐ฅ๐ข๐จ๐ง ๐ข๐ง ๐๐๐ that exhibit three key attributes: 1. ๐๐ข๐ฌ๐ข๐จ๐ง๐๐ซ๐ฒ ๐๐๐๐๐๐ซ๐ฌ๐ก๐ข๐ฉ committed to long-term growth. 2. ๐ ๐๐๐๐ฅ๐๐๐ฅ๐ ๐๐ฅ๐๐ญ๐๐จ๐ซ๐ฆ with strong investments in technology and client experience. 3. A ๐๐ซ๐จ๐ฏ๐๐ง ๐๐๐๐จ๐ซ๐ ๐จ๐ ๐๐ฎ๐๐๐๐ฌ๐ฌ and consistent growth. But what truly sets us apart is our ๐ฏ๐๐ฅ๐ฎ๐๐ฌ: โข ๐๐ ๐๐ซ๐ ๐๐จ๐จ๐ ๐๐๐จ๐ฉ๐ฅ๐: Trustworthy, dependable, and transparent. โข ๐๐ ๐๐๐ค๐ ๐ ๐๐ข๐๐๐๐ซ๐๐ง๐๐: We take ownership and deliver real impact. โข ๐๐ ๐๐จ๐ฏ๐ ๐๐ก๐๐ญ ๐๐ ๐๐จ: Our passion shines through in everything we do. At Rise, weโre not just partnersโweโre collaborators who are as invested in your success as you are. ๐๐๐ญโ๐ฌ ๐๐ข๐ฌ๐, ๐ญ๐จ๐ ๐๐ญ๐ก๐๐ซ.
Verified activity
Signals from Rise Growth Partners
8 published signals
Presence & Recognition
Rise Growth Partners founder and managing partner Joe Duran was named a finalist for C-Suite Leader of the Year in the 2026 ThinkAdvisor Luminaries Awards.
Reported by Rise Growth Partners
Partnerships
Rise Growth Partners partnered with Grimes & Company to expand tax planning offerings.
Reported by Rise Growth Partners
Strategy & Corporate Development
Rise Growth Partners acquired S&C Tax Advisors in house to expand services and team into the world of tax services.
Reported by Ryan Beck
Strategy & Corporate Development
Rise Growth Partners welcomed Andrew Hamil as Chief Operating Officer for Grimes & Company
Reported by Rise Growth Partners
People
Rise Growth Partners expanded its capabilities by adding the tax practice of Stevens and Ciccone Associates, PC
Reported by Rise Growth Partners
Partnerships
Rise Growth Partners partnered with Casey Jorgensen on Cyndeo's next phase of growth.
Reported by Jennifer Geoghegan
People
Rise Growth Partners welcomed Kevin Grimes and Andrew Hamil as COO and added integrated tax capabilities to the Grimes team.
Reported by Jennifer Geoghegan
People
Rise Growth Partners hired Casey Jorgensen, CFPยฎ, RCCโข as the new Chief Growth Officer for Cyndeo Wealth Partners.
Reported by Ryan Beck