Cynosure Partners

Global Screening Services is a transaction screening platform that facilitates collaboration among global financial institutions to enhance information exchange. By partnering with these institutions and industry experts, the company has transformed the management of financial crime, focusing on effective watchlist screening. Its services include cloud-based sanctions transaction screening, compliance monitoring, and alert generation, all designed to minimize delays and improve the overall efficiency of the screening process. Through its innovative approach, Global Screening Services aims to reduce friction in financial transactions while ensuring robust compliance and security measures for its clients.

Service Truck Depot specializes in providing upfit service trucks and distributing commercial trucks and equipment. The company manufactures and offers a diverse range of products, including service bodies, mechanics trucks, flatbed bodies, stake bodies, dump bodies, lube skids, light bars, tool boxes, pumps, and various upfit accessories. Catering to customers across multiple industries, Service Truck Depot addresses inquiries through both phone and online applications, ensuring accessible customer service and support.

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

Wellington-Altus Financial is a financial services wealth management company located in Winnipeg.

Global Screening Services is a transaction screening platform that facilitates collaboration among global financial institutions to enhance information exchange. By partnering with these institutions and industry experts, the company has transformed the management of financial crime, focusing on effective watchlist screening. Its services include cloud-based sanctions transaction screening, compliance monitoring, and alert generation, all designed to minimize delays and improve the overall efficiency of the screening process. Through its innovative approach, Global Screening Services aims to reduce friction in financial transactions while ensuring robust compliance and security measures for its clients.

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.

Wellington-Altus Financial is a financial services wealth management company located in Winnipeg.

BrightPlan LLC is a digital registered investment advisor founded in 2015 and headquartered in San Jose, California, with an additional presence in Boca Raton, Florida. The company specializes in providing a comprehensive employee financial wellness platform designed for employers. Its services encompass goals-based financial planning, investment strategy recommendations, budgeting analysis, and extensive financial education aimed at enhancing decision-making. BrightPlan leverages generative AI technology to optimize money management, compensation, and benefits for employees while offering valuable insights to employers to boost productivity and talent retention. The firm is recognized for its commitment to fiduciary excellence, ensuring that its financial wellness solutions are personalized, actionable, and seamlessly integrated with employer benefits. BrightPlan also prioritizes security, employing measures such as data encryption and strict access controls to protect client information. As a subsidiary of Coco Partners, LLC, BrightPlan serves a diverse clientele, including Fortune 1000 companies.

Gold Medal Pools, LLC is a custom pool builder based in Frisco, Texas, established in 1997. The company specializes in designing, constructing, and renovating swimming pools, as well as offering a variety of hardscape products such as fountains, lighting, landscaping features, and community centers. Gold Medal Pools serves various sectors, including residential, commercial, multifamily, and municipal clients. In addition to pool construction, the company provides comprehensive services that encompass site development, excavation, electrical work, plumbing, and maintenance, positioning itself as a one-stop-shop for outdoor project needs.

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.