Rise Growth Partners

Rise Growth Partners, founded in 2023 and based in Austin, Texas, is a consultancy firm that specializes in providing operational, development, and compliance consulting services. The firm caters primarily to registered investment advisors, offering a range of support that includes recruitment, mergers and acquisitions, operational scaling, leadership development, and exit planning. Additionally, Rise Growth Partners focuses on organic growth initiatives and investment support, positioning itself as a comprehensive partner for advisory firms looking to enhance their operations and strategic direction.

Terri Kallsen

Managing Partner and Operating Partner

Joe Duran

Managing Partner

2 past transactions

Grimes & Co Company

Private Equity Round in 2025
Grimes & Company is a financial services company located in Westborough.

Bleakley Financial Group

Private Equity Round in 2024
Bleakley Financial Group is an investment advisory firm located in Fairfield, New Jersey, established in 1985. The firm provides independent financial planning and wealth management services to individuals, families, and business owners. Its approach emphasizes a focused team environment where experienced professionals manage client assets. Bleakley Financial Group is dedicated to delivering personalized financial advice tailored to the unique needs of its clients, ensuring that they receive comprehensive support in achieving their financial goals.
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