Rise Growth Partners Unveils ‘Rise Up’ Weekly Market Recap Series on Wealthion

New series from Rise Growth Partners aims to drive organic growth for its wealth management partner firms and engage the investor community

Rise Growth Partners (‘Rise’), the wealth management industry’s first synergistic financial partner for growth-oriented registered investment advisors (RIAs), today announced the launch of a new weekly market recap series in partnership with Wealthion titled ‘Rise Up’. Wealthion is one of YouTube’s fastest-growing financial education channels, reaching over 310,000 subscribers. The series offers valuable insights and expert guidance to investors, providing in-depth analysis of key market events, why they matter for their portfolios and financial plan and what they should consider for the coming week.

Hosted by Joe Duran, CFA, managing partner of Rise and fellow managing partner Terri Kallsen, CFP^®, the series will feature guest experts from one of its partner firms each week and, unlike other shows that focus on specific asset classes, this series offers a broader perspective on how market events impact overall portfolio and financial planning strategies. Airing every Saturday, each episode offers planning tips and actionable advice for investors, covering everything from everyday strategies to preparing for specific challenges—such as how to safeguard against disasters like the California wildfires. Wealthion will connect its viewers with an advisor at a Rise partner firm should they be seeking additional support.

“At Rise, we believe staying informed and adaptable is key for end-clients to be successful,” said Duran. “By providing consistent, high-quality content, we empower clients to make smarter decisions and help drive the growth of the entire investor community. We are committed to delivering world-class branding and communication channels that foster interactive, two-way dialogue between advisors and clients and prospects—moving beyond traditional mass media. Our goal is to elevate brands and advisors, enabling deeper engagement in the modern era.”

Investors are always on the lookout for valuable educational content, especially in light of the recent presidential inauguration and the ongoing global and economic shifts. Rise is dedicated to delivering consistent, high-quality resources that empower, educate and support everyday investors. By providing expert insights and practical tools, Rise is helping them navigate and thrive in an ever-evolving financial landscape.

“I believe this new content series adds significant value to investors who are seeking fresh insights on the markets and the potential implications for their portfolios and financial plans,” said Andy Schwartz, principal at Bleakley. “Our current and future advisors welcome the opportunity to be introduced with investors who are seeking planning and investment advice. Rise is already delivering on its promise to fuel both organic and inorganic growth and we are enthusiastic participants in these programs.”

Rise officially launched in 2024 with private equity backing, aiming to partner with a select group of growth-focused RIAs, beginning with its inaugural investment in Bleakley Financial Advisors. By acquiring a 30 percent stake in these firms, Rise provides capital and hands-on operational guidance to drive both organic and inorganic growth. Focused on middle-market RIAs with $2 million to $10 billion in assets under management (AUM), Rise brings their expertise to help these firms overcome barriers and achieve national-scale success.

For more information on Rise and its innovative approach to building the next generation of RIAs, visit www.risegrowth.com. To connect with an advisor, visit Wealthion's website and click on 'Find Advisor'.

About Rise Growth Partners

Rise Growth Partners is a Synergistic Financial Partner that provides growth-oriented RIAs with comprehensive operational, financial, and growth expertise and systems. By investing a non-controlling minority stake in partner firms, Rise offers a solution for growth-oriented RIAs whose funding options are otherwise limited to strategic acquirers and financial sponsors. Its elite team, with over 200 years of combined experience, has a proven track record of building and exiting platform companies, generating billions of dollars in value. Rise is dedicated to building the next generation of “lighthouse brands” in the industry. Follow Rise Growth Partners on LinkedIn for more information and updates.

About Wealthion

Founded in 2021, Wealthion is the fastest-growing financial brand on YouTube for an era where consumers are taking financial education into their own hands. Wealthion provides exposure to a wide variety of experts, authors, and writers discussing a range of financial topics and sharing actionable solutions for today’s market conditions with more than 900+ videos and more than 55 million views to date. The show format helps investors make sense of headlines with timely insights from the world's leading financial minds. To learn more about Wealthion and keep up to date with new videos, visit the YouTube channel or wealthion.com

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