Feb 22, 2024 · Founder Joe Duran left the bank in February 2023, and United Capital was sold six months later. Duran told BI about his $250 million investment fund and where he stands with …

May 18, 2019 · Joe Duran is the founder and chief executive of United Capital, which is based in Newport Beach, California. He built his business to $25 billion in managed assets serviced by …

Sep 11, 2023 · Duran, who built and sold United Capital to Goldman Sachs, has revealed his new company, Rise Growth Partners, which will take minority stakes in RIAs and help them …

Aug 21, 2023 · While Goldman's share price is down over 1% as a result of its change of heart and Solomon is lambasted for his strategic errors, Joe Duran - the man who founded and sold …

Feb 1, 2024 · Joe Duran’s wealth industry comeback gathered significant pace with the announcement that his new venture, Rise Growth Partners, has secured a $250 million …

Feb 6, 2023 · Joe Duran (left) is being replaced as co-head of the Workplace and Personal Wealth business by Dave Dase. Joe Duran, who sold his company, United Capital, to …

Sep 11, 2023 · Entrepreneur says Rise Growth, a firm that will provide funding and strategies for the next generation of national RIAs, will launch in 2024. Joe Duran has mixed feelings about …

In this episode, Jennifer and Joe dive into the emerging trend of mega firms in the wealth management industry. Welcome to Rise Up with Rise Growth Partners! We help leaders build …

Feb 1, 2024 · Duran, Rise's founder and CEO, says the Charlesbank investment is a significant milestone for the firm.

Feb 19, 2025 · Rise Growth Partners, the RIA investing company launched last year by former United Capital CEO Joe Duran, has made its first investment this year and second since its …