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| Date | Title | Description |
| 01.02.2024 | Rise Growth Partners secures $250M to invest in midmarket RIAs | Rise Growth Partners, the RIA investment firm founded by Joe Duran, has secured a $250 million capital commitment from Charlesbank Capital Partners.
Why it matters: Duran is a veteran of the wealth management industry with multiple exits un... |
| - | Rise Growth Partners | “Rise is the Nation's first Synergistic Financial Partner. We are the ultimate growth partner for exceptional advisory firms.” |
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