Prosperity Partners (“Prosperity”) is a Chicago-headquartered public accounting firm offering best-in-class tax, accounting, and personal finance services to dynamic businesses, high net-worth individuals, and family offices. With offices throughout the United States, we are growing a people-focused public accounting firm with a strong culture, talented professionals and great clients.

Platform is a next-gen accounting and professional services group created in 2015 to preserve what’s great about boutique firms, while providing the technology, operational capacity, and vision needed to thrive in today’s world.

F3 Partners is an investment firm focused on partnering with the best management teams in the lower middle market to be build exceptional businesses, creating shared value for all stakeholders. F3’s accounting platform is set to eclipse $100mm in revenue across 5 states by year end.

Helping you unlock the firm you always wanted.

And it all starts with a firm-wide operating system, a central hub for everything from proposals to payments to modern innovations like AI and whatever else will make your firm’s work easier. Which is precisely what Canopy is.

Since 2002, we’ve been delivering purpose-built solutions for accounting professionals and their connected clients. Our focus has been clear: To help the profession continually progress by providing secure, advanced and easy-to-use solutions and services – and all with dedicated, expert support.

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning in order to translate wealth into fulfillment.

Enabling Accounting Firms Through Technology & Innovation

At Karbon, we’re inspired by the impact accounting firms have, and we’re driven by a desire to see them succeed. We give them the platform, we give them the support and knowledge, and we champion them.