Past Meetups (1)

What we're about

Rise is a media and event organization for trusted advisors of high net worth clients. Catered towards business managers, CPAs, wealth managers, and family offices, the goal of Rise is to create a community of insider sources for the industry.

OUT NOW -- "The Future of Business Management" Report. Featured at our first ever Meetup, this report gathers unique perspectives on the growth of the industry, how regulations and security concerns are reshaping it, and technology that is empowering advisors like never before.

Download the report here:

Interviews with:
Rachel Martinez, Partner at Savitsky, Satin, Bacon, Bucci
Brandy Davis, Partner at Macias Gini & O’Connell
Mike Merriman, President at Parr3
Justine Ruffalo, Partner at Miller Kaplan Arase
Corey Pelton, Manager at Armanino


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