Firm at a glance
Rise Growth Partners is a platform private equity firm, per its own website [S1].
What they buy
Rise Growth Partners appears to concentrate exclusively on wealth management businesses, based on publicly disclosed portfolio holdings [S1][S2]. The firm’s investment pattern suggests a focus on registered investment advisors (RIAs) across multiple geographies. All four portfolio companies identified operate in the wealth management sector, indicating a specialized vertical strategy rather than a diversified approach.
Portfolio
Wealth Management
Rise Growth Partners’ publicly disclosed portfolio includes four wealth management firms [S1][S2]:
* Grimes and Company
* OnePoint BFG Wealth Partners
* Cyndeo Wealth Partners
* Krilogy
Recent activity (last 24 months)
* **March 11, 2026**: Acquired Cyndeo Wealth Partners, described as the firm’s fourth RIA investment [S3]
How this firm fits a seller
Rise Growth Partners appears positioned for wealth management firms seeking a buyer with sector-specific experience. The firm’s concentrated portfolio of RIA businesses suggests familiarity with the regulatory environment and operational dynamics of independent advisory practices. For owners of wealth management businesses exploring succession or growth capital, the firm’s track record in the sector may offer relevant operational support. CT Acquisitions maintains a dedicated wealth management vertical that aligns with this firm’s observed investment focus.
Sources
[S1] https://risegrowth.com (as of 2025-05-15)
[S2] https://risegrowth.com/insights/ (as of 2025-05-15)
[S3] https://www.businesswire.com/news/home/20260311918602/en/Rise-Growth-Partners-Backs-Cyndeo-Wealth-Partners-in-Fourth-RIA-Investment (as of 2026-03-11)
Frequently asked questions
Does Rise Growth Partners buy wealth management businesses?
Yes, wealth management represents the firm’s apparent core focus. All four publicly disclosed portfolio companies operate in the wealth management sector, specifically as registered investment advisors [S1][S2]. The March 2026 acquisition of Cyndeo Wealth Partners was characterized as the firm’s fourth RIA investment [S3].
What companies has Rise Growth Partners acquired recently?
The most recent publicly disclosed transaction was the acquisition of Cyndeo Wealth Partners in March 2026 [S3]. Other portfolio companies include Grimes and Company, OnePoint BFG Wealth Partners, and Krilogy, though acquisition dates for these holdings were not available in public sources [S1][S2].
Where is Rise Growth Partners based and how big is the firm?
Headquarters location and fund size information were not available in the public sources reviewed as of May 2025. The firm maintains a website at risegrowth.com [S1], but specific office locations and assets under management have not been publicly disclosed in materials accessed for this profile.
Is Rise Growth Partners still actively acquiring?
The firm completed an acquisition as recently as March 2026, suggesting ongoing investment activity [S3]. The characterization of the Cyndeo transaction as the “fourth RIA investment” indicates the firm remains active in deploying capital within the wealth management sector.
This profile is maintained by CT Acquisitions as an independent third-party reference. CT Acquisitions is not affiliated with, endorsed by, or a representative of the firm profiled. All facts sourced from publicly available materials as of the dates cited.