Managing Partner & COO
and access,
Brian Shenson is a wealth tech strategist and operations leader who combines client-first thinking with a hands-on, solutions-oriented approach. As Managing Partner and Chief Operating Officer at Rise Growth Partners, he leads platform strategy, client experience, and firm-wide execution across technology, operations, reporting, and analytics. He equips partner firms with expert guidance in platform strategy, business intelligence and financial reporting—unlocking insights that drive smarter decisions, enabling them to scale with intention and deliver at the highest level. Brian’s work with financial advisors began at Charles Schwab, where he developed and oversaw a range of technology solutions for independent advisors. While there, he pioneered platform integration capabilities for Schwab’s wealthtech ecosystem and led the evolution of its market-leading portfolio management system. He went on to co-found Springboard Advisory Group, a boutique tech consultancy advising RIAs on growth, operations, and digital strategy, and later joined Boston Consulting Group (BCG), delivering specialized expertise to top-tier financial services and wealth management firms. He combines deep knowledge of the business fundamentals and operational underpinnings of delivering wealth management with practical experience helping firms navigate tech stack strategy, optimize client and advisor experiences, and redesign business processes—leading RIA firms to realize their potential and compete at scale. Brian holds a B.A. in Political Science from the University of California, Berkeley.
