Rise Growth Partners completed the minority investment in Bleakley Financial Group.

Rise Growth Partners, a synergistic financial partner firm that offers operational, development, and compliance consulting services, completed the minority investment in Bleakley Financial Group, a provider of financial planning & wealth management advice. Financial terms were not disclosed. “From the inception of Rise and with each new addition to our team, our focus has never been solely on deal-making, but on making a meaningful impact. Our team is committed to serving our partner firms, which we are meticulous in selecting. Bleakley exemplifies all the essential pillars we seek in firms that we will partner with to build a lighthouse brand in the industry. For one, their experienced and aligned management team has fostered a client-centric culture. In addition, they have developed a platform that empowers advisors to practice at the top of their license and focus on delighting clients. Last but by no means least, Bleakley’s consistent growth, achieved through organic and inorganic strategies, is a testament to the team’s capabilities. Rise looks forward to accelerating and supporting that growth,” Joe Duran, Rise managing partner.