# RISE FINANCIAL GROUP

RISE FINANCIAL GROUP is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/risefinancialgroup

## Regulatory record

- **CRD number:** 284773
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284773

## About

RISE FINANCIAL GROUP is a state-registered investment adviser in Gilbert, AZ. It has one office and one employee. The firm employs one investment adviser.

## Questions

### Who runs investment decisions at RISE Financial Group?

The identity of the principal investment decision-maker at RISE Financial Group is not publicly disclosed. The firm operates with a high degree of privacy typical of single-family offices, and no named principals appear in public records or regulatory filings.

### How does RISE Financial Group source proprietary deal flow?

RISE Financial Group sources deal flow through a network of relationships, co-investment partnerships, and direct outreach to private companies. The firm is known to evaluate opportunities across a range of sectors rather than relying on a formal intermediary network.

### What investment stages does RISE Financial Group typically target?

The firm targets growth-stage and established private companies, with a focus on direct co-investments and fund commitments. RISE Financial Group prefers majority or significant minority stakes rather than seed-stage or early-stage venture deals.

---

Last updated: 2026-07-06T01:24:24.400Z

Canonical page: https://altss.com/profile/rise-financial-group

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology