Cynosure Group
Cynosure Group is an investment firm based in Salt Lake City, Utah, that specializes in sourcing, evaluating, and managing direct private equity investments in profitable small to mid-sized companies. The firm places a strong emphasis on long-term equity investments, particularly in private equity firms. In addition to its investment activities, Cynosure Group offers comprehensive wealth advisory services, encompassing both traditional and alternative asset classes. Through its co-investment fund, Cynosure Partners III, the firm seeks to create value by partnering with established companies and providing tailored financial solutions.
Private Equity Round in 2021
Wellington-Altus Private Wealth is a financial services wealth management company located in Winnipeg.
BrightPlan LLC is a digital registered investment advisor based in San Jose, California, founded in 2015. The company specializes in goals-based financial planning and investment strategy recommendations, offering tools for spending and budgeting analysis. BrightPlan provides extensive financial education to enhance decision-making and aims to improve financial wellness for employees. It is recognized as the first financial wellness solution certified for fiduciary excellence, delivering a comprehensive personal finance platform that integrates with employer benefits. Additionally, BrightPlan prioritizes security through account safeguards, data encryption, and strict access controls, ensuring client privacy and asset protection. The company serves Fortune 1000 businesses and operates as a subsidiary of Coco Partners, LLC.
Private Equity Round in 2019
Steward Partners Global Advisory LLC, based in Washington, D.C., is a financial services provider that offers investment and advisory solutions to family, institutional, and multigenerational investors. The firm specializes in wealth planning, cash management, brokerage, capital access, and institutional consulting. Its services are designed to assist clients in making informed financial decisions and fostering business growth.