The Cynosure Group

Provider of financial screening services intended to enhance and exchange information. The company offers cloud, sanctions transactions screening, compliance, watchlist screening and alert generation and disposition services, enabling clients with reduced delays due to screening and delivering effectiveness, efficiency and the reduction of friction.

Service Truck Depot specializes in the customization and distribution of commercial trucks. They offer a range of truck bodies such as service bodies, mechanics trucks, flatbeds, stakes, and dumps, along with various upfit accessories. The company caters to industrial and commercial clients, providing durable aftermarket parts and complete vehicle upfits.

Platform Accounting Group specializes in accounting, mergers, acquisitions, tax advisory, and business consulting services.

Founded in Winnipeg, Canada in 2017, Wellington-Altus Financial is a wealth management company offering independent investment advice, financial planning, and guidance to high-net-worth individuals, families, business owners, and institutions. The firm is a member of the Canadian Investor Protection Fund (CIPF) and its assets are managed by an executive management team.

Provider of financial screening services intended to enhance and exchange information. The company offers cloud, sanctions transactions screening, compliance, watchlist screening and alert generation and disposition services, enabling clients with reduced delays due to screening and delivering effectiveness, efficiency and the reduction of friction.

Steward Partners Global Advisory LLC, established in November 2013 and headquartered in Washington, D.C., is an employee-owned, full-service independent partnership dedicated to serving family, institutional, and multigenerational investors. The firm offers a range of services that include wealth planning, professional asset management, private banking, and institutional consulting. With a focus on personalized client service, Steward Partners Global Advisory aims to provide comprehensive investment strategy implementation and business solutions, helping clients make informed decisions and achieve their financial goals. Through its commitment to excellence, the firm has positioned itself as a trusted partner in investment and advisory services.

Founded in Winnipeg, Canada in 2017, Wellington-Altus Financial is a wealth management company offering independent investment advice, financial planning, and guidance to high-net-worth individuals, families, business owners, and institutions. The firm is a member of the Canadian Investor Protection Fund (CIPF) and its assets are managed by an executive management team.

Founded in 2015, BrightPlan is a digital registered investment advisor that provides goals-based financial planning, investment strategy recommendations, and extensive financial education. It offers security services including account safeguards, asset protection, and strict access controls. BrightPlan serves Fortune 1000 companies and operates as a subsidiary of Coco Partners.

Founded in 1997, Gold Medal Pools specializes in designing, constructing, and renovating swimming pools. They offer a wide range of products including hardscapes like pools, fountains, landscaping, playgrounds, lighting, audio systems, shade features, tennis courts, and community centers. Their services encompass site development, construction, excavation, electrical plumbing, and maintenance, serving commercial, residential, multifamily, and municipal sectors.

Steward Partners Global Advisory LLC, established in November 2013 and headquartered in Washington, D.C., is an employee-owned, full-service independent partnership dedicated to serving family, institutional, and multigenerational investors. The firm offers a range of services that include wealth planning, professional asset management, private banking, and institutional consulting. With a focus on personalized client service, Steward Partners Global Advisory aims to provide comprehensive investment strategy implementation and business solutions, helping clients make informed decisions and achieve their financial goals. Through its commitment to excellence, the firm has positioned itself as a trusted partner in investment and advisory services.