Charlesbank Capital Partners completed a $250m investment in Rise Growth Partners

Charlesbank Capital Partners, a middle-market private investment firm, completed a $250m investment in Rise Growth Partners, a synergistic financial partner that provides growth-oriented RIAs. “Joining forces with Charlesbank marks a significant milestone for our firm. Their team emphasizes integrity, collaboration, and excellence, all qualities that resonate deeply with our ethos. As we embark on this journey to transform the wealth management industry for the better, we’re confident we have the right capital partners in our corner. We are excited for what we can accomplish together," Joe Duran, Rise Executive Managing Partner.