Rise Growth Partners, a synergistic financial partner for growth-oriented registered investment advisors in the wealth management industry, made its first strategic minority investment in Bleakley Financial Group, a wealth advisory and financial planning firm. This partnership will empower Bleakley with essential resources and capital to attract growth-focused firms, advisor teams and individual advisors.
“As a firm built by advisors for advisors, our focus has always been on growth. We take pride in consistently delivering high-caliber planning and investment strategies to our clients,” Andy Schwartz, principal at Bleakley, said. “For a long time, we have considered bringing on a partner to accelerate our evolution into a nationally recognized firm. In Rise, we found a strategic partner with not only capital but also the expertise to expand a national firm that attracts top-tier growth-oriented advisors.”
“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,” Joe Duran, managing partner of Rise, said. “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.”
