Rise Growth Partners partnered with Casey Jorgensen on Cyndeo's next phase of growth.
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Congratulations to Casey Jorgensen, CFPยฎ, RCCโข, Matt Kilgroe, and the entire Cyndeo Wealth Partners team! Building a great firm takes more than attracting clients and adโฆ
Company
Rise Growth Partners
The ultimate growth partner for exceptional RIAs.
- Industry
- Financial Services
- Location
- Austin, US
- Company size
- 11โ50 employees
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.
See moreLatest activity
Latest activity from Rise Growth Partners
8 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.
Partnerships
Rise Growth Partners partnered with Grimes & Company to expand tax planning offerings.
Strategy & Corporate Development
Rise Growth Partners acquired S&C Tax Advisors in house to expand services and team into the world of tax services.
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Cyndeo Wealth Partners
Cyndeo Wealth Partners welcomed Casey Jorgensen, CFP, RCC, to the team bringing industry experience and a passion for helping firms and advisors grow.
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