Cynosure Partners

Global Screening Services operates as a transaction screening platform that connects financial institutions worldwide to improve the management of financial crime. By partnering with various financial entities and industry experts, the company has developed a trusted platform for effective watchlist screening. Its services include cloud-based sanctions transaction screening, compliance checks, and alert generation, all designed to minimize delays and enhance operational efficiency. Through these offerings, Global Screening Services aims to streamline the screening process, ensuring that clients can navigate compliance challenges with greater ease and reduced friction.

Service Truck Depot specializes in the upfitting and distribution of service trucks and related equipment. The company offers a diverse range of products, including service bodies, mechanics trucks, flatbed bodies, stake bodies, dump bodies, and various upfit accessories tailored to meet the needs of different industries. Additionally, Service Truck Depot manufactures truck-related parts and components, such as lube skids, custom-built mechanics trucks, light bars, tool boxes, and pumps. Customers can inquire about products and services through phone calls or online applications, ensuring accessible support and information.

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 operates as a transaction screening platform that connects financial institutions worldwide to improve the management of financial crime. By partnering with various financial entities and industry experts, the company has developed a trusted platform for effective watchlist screening. Its services include cloud-based sanctions transaction screening, compliance checks, and alert generation, all designed to minimize delays and enhance operational efficiency. Through these offerings, Global Screening Services aims to streamline the screening process, ensuring that clients can navigate compliance challenges with greater ease and reduced 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.

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

BrightPlan LLC is a digital registered investment advisor that specializes in providing goals-based financial planning and investment strategy recommendations. Founded in 2015 and based in San Jose, California, BrightPlan is dedicated to enhancing financial wellness for employees through its comprehensive B2B SaaS platform. The platform includes tools for spending and budgeting analysis, extensive financial education, and personalized investment advice. BrightPlan's services aim to improve decision-making for individuals while offering employers insights to boost productivity and talent retention. Additionally, the company emphasizes security through robust account safeguards, data encryption, and annual audits. As a subsidiary of Coco Partners, LLC, BrightPlan serves Fortune 1000 companies and is recognized as the first financial wellness solution certified for fiduciary excellence.

Gold Medal Pools, LLC is a custom pool builder based in Frisco, Texas, established in 1997. The company specializes in the design, construction, and renovation of swimming pools and a variety of outdoor amenities, including hardscapes such as fountains, signage, monuments, landscaping, playgrounds, lighting systems, shade features, tennis courts, and community centers. Gold Medal Pools serves a diverse clientele, including commercial, residential, multifamily, and municipal sectors. In addition to pool construction, the company provides a comprehensive range of services, including site development, excavation, electrical and plumbing work, 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.