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The Cynosure Group

Investor type Private Equity Firm


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This summary is composed by our algorithm based on the analysis of the deals. If you think that some of this information is not accurate, please let us know about it and provide any supporting evidences if possible. Such cases will be analyzed by our ML-algorithm and implemented in our database, which will improve this summary.
Total investments 4
Average round size
The average size of a deal this fund participated in
Portfolio companies 3
Rounds per year 0.50
Lead investments 0
Follow on index
How often the fund supports its portfolio startups at next rounds
Key employees 3

Areas of investment

  • Financial Services
  • Asset Management
  • Banking
  • Delivery Service
  • Wealth Management

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Notable deals

CompanyIndustryRound SizeDateInvestorsLocation

Steward Partners Global Advisory

Asset Management
Delivery Service
Financial Services
$140M08 Nov 2022 Washington, District of Columbia, United States

Wellington-Altus Financial

Financial Services
Wealth Management
$85M02 Nov 2021 Winnipeg, Manitoba, Canada


Wealth Management
$9M01 Apr 2021 San Jose, California, United States

Steward Partners Global Advisory

Asset Management
Delivery Service
Financial Services
16 Apr 2019 Washington, District of Columbia, United States
BrightPlan Raises $9.5M in Series A Funding

– BrightPlan from San Jose develops a financial wellness platform for employees that is real-time, personalized and integrated with employer benefits.
– The company closed a $9.5m Series A funding.
– The round was led by the Fremont Group and the Cynosure Group, with participation from Still Capital Partners and Hawk Partners.
– BrightPlan intends to use the funds for expansion and continued product innovation for the platform.


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