Bleakley Financial Group reposted this
Congratulations to our portfolio company Rise Growth Partners on announcing its first RIA partnership, with Bleakley Financial Group. Bleakley is a wealth management firm with over 30 years of experience providing customized financial planning services to clients nationwide, servicing nearly $10 billion in advisory assets today. As a strategic partner and growth accelerator for mid-sized RIAs, Rise will actively engage with Bleakley’s management to drive organic growth initiatives, operational best practices, and advisor recruitment. Learn more: https://lnkd.in/eXfpTwBr
