On March 11, 2026, Rise Growth Partners announced that it acquired a minority stake in Cyndeo Wealth Partners.
Rise Growth Partners (“Rise Growth”) announced, on March 11, 2026, that it acquired a minority stake in Cyndeo Wealth Partners (“Cyndeo”). Under the terms of the transaction, Cyndeo’s team will maintain operational control over its business. Further terms of the transaction were not disclosed.
Rise Growth, based in Austin, Texas, is an investing company that focuses on taking minority stakes in registered investment advisors.
Cyndeo, based in St. Petersburg, Florida, is a registered investment advisor offering wealth management and financial advising services to high-performance individuals and families with complex financial lives, including entrepreneurs, corporate executives, and professional athletes. Cyndeo has approximately $3.1 billion in assets under management.
To read the press release: please click here.