Investor insights
Sectors invested in
Wealth Management3
Asset Management2
FinTech2
Financial Planning2
Financial Services2
Private Financial Planning1
Compliance1
Security1
Banking1
Delivery Service1
International Advisory1
Institutional Consulting1
Family Office1
Wellness1
Human Resources1
Financial Advice1
Investment Management1
Private Investment Advice1
Holistic Wealth Advice1
Funding rounds participated in
$46M sweet spot round size
Most of their 4 investments are in rounds between $9.5M and $46M
Investor type
Private Equity Firm
Basic info
Industry
financial services
Sectors
Private Equity
Financial Services
Date founded
2014
Investments made
G
GSS raised $46M on January 22, 2023
Investors: The Cynosure Group
W
Wellington-Altus Private Wealth raised $85M on November 2, 2021
Investors: JFII and The Cynosure Group
B
BrightPlan raised $9.5M on April 1, 2021
Investors: Fremont Group and The Cynosure Group
S
Steward Partners Global Advisory raised undisclosed on April 16, 2019
Investors: The Cynosure Group