Wealthmanagement iconWealthmanagementSep 1, 2026

Rise Growth-Backed Grimes Adds Tax Practice, Appoints New COO

Separately, $6.9 billion Sowell Management, which is backed by Merchant, has launched a division offering tax, estate, and planning as RIAs continue to push wealth services beyond investment management.

Rise Growth-Backed Grimes Adds Tax Practice, Appoints New COO

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Separately, $6.9 billion Sowell Management, which is backed by Merchant, has launched a division offering tax, estate, and planning as RIAs continue to push wealth services beyond investment management.

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Separately, $6.9 billion Sowell Management, which is backed by Merchant, has launched a division offering tax, estate, and planning as RIAs continue to push wealth services beyond investment management.

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