Tracked deals
4
4 tracked deals across 2024-2026.
Private Equity Firm
Financial Services
Rise Growth Partners
Austin, Texas, United States
Rise Growth Partners is a capital and strategic partner for growth-oriented registered investment advisors (RIAs). It partners with advisory firms to help them grow faster while preserving independence, focusing on RIAs managing roughly $3B–$10B AUM with strong leadership and scalable technology/client-experience platforms.
- Focus Areas
- Registered Investment Advisor (RIA), Wealth Management
- Website
- risegrowth.com
Recent pace
2
2 tracked deals announced in the last 12 months.
Deal mix
Growth capital
3 growth capital · 1 addon
Rise Growth Partners Acquisition Volume by Year
Last 3 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
February 2, 2026
- Buyer
- OnePoint BFG Wealth Partners, Rise Growth Partners
- Target
- Voyage Wealth Architects
- Industry
- Wealth Management
- Location
- Minnesota, United States
- Type
- Addon
OnePoint BFG Wealth Partners has acquired Minneapolis-based Voyage Wealth Architects, a wealth management firm overseeing $700 million in AUM. The deal, supported by strategic capital partner Rise Growth Partners, expands OnePoint BFG's planning-led platform, broadens its Midwest presence and will transition Voyage to the OnePoint BFG brand over time.
-
October 22, 2025
- Buyer
- Rise Growth Partners
- Target
- Krilogy
- Industry
- Wealth Management
- Location
- Missouri, United States
- Type
- Growth capital
Rise Growth Partners has made a non-controlling minority investment in Krilogy, a St. Louis-based registered investment advisory firm managing roughly $4.0–4.1 billion in client assets. The partnership will provide capital, strategic resources and support for advisor talent development, succession planning and continued growth while preserving Krilogy’s independent culture.
-
February 19, 2025
- Buyer
- Rise Growth Partners, Charlesbank Capital Partners
- Target
- Grimes & Company, LLC
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Growth capital
Rise Growth Partners acquired a strategic minority stake in Grimes & Company, a family-owned wealth management firm with about $5.7 billion AUM that serves ~3,000 households. The investment — supported by a strategic commitment from Charlesbank Capital Partners to Rise — is intended to accelerate Grimes' geographic expansion, enhance its centralized planning capabilities and attract growth-focused advisor teams while preserving the firm's independence and culture.
-
August 20, 2024
- Buyer
- Rise Growth Partners
- Target
- Bleakley Financial Group
- Industry
- Wealth Management
- Location
- New Jersey, United States
- Type
- Growth capital
Rise Growth Partners has made its first strategic minority investment in Bleakley Financial Group to support Bleakley's national expansion and advisor-attraction strategy. Bleakley is a long-established wealth advisory firm managing nearly $10 billion in advisory assets as of June 30, 2024; Rise is backed by a $250 million commitment from Charlesbank to support its investments in RIAs.
Related Acquisition Pages
Wealth Management Buyers & Acquisitions
3 tracked deals by Rise Growth Partners.
Financial Services Buyers & Acquisitions
1 tracked deal by Rise Growth Partners.
Acquisitions in Massachusetts
1 tracked deal by Rise Growth Partners.
Acquisitions in Minnesota
1 tracked deal by Rise Growth Partners.
Acquisitions in Missouri
1 tracked deal by Rise Growth Partners.
Acquisitions in New Jersey
1 tracked deal by Rise Growth Partners.
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