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.
Grimes & Company, based in Westborough, is a financial services firm specializing in personalized financial planning and investment management. They assist clients in achieving their financial objectives through tailored strategies, including retirement income planning, tax-sensitive planning, and estate planning.
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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