Prosperity Partners Receives Investment From Lightyear Capital

Prosperity has grown into a national firm providing tax advisory, client accounting, and transaction support services to high-net-worth individuals, family offices, and businesses across the United States.

The company has more than 250 employees and offices in several major U.S. cities, including Chicago, New York, Houston, Washington, D.C., and Detroit. It has also been recognized by Accounting Today as one of the country's fastest-growing accounting firms and has received multiple "Best Place to Work" awards.

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“As we enter our next stage of growth supported by the outstanding Lightyear team, we are eager to pursue our lofty strategic goals and to continue to provide premier services to high net-worth individuals, family offices and closely held businesses,” said Jeremy Dubow, CEO and Co-Founder of Prosperity. “With significant employee growth and enhancements to key processes, systems and services.

“We thank Jeremy and the team for all we accomplished together over the past three years, from completing nine strategic add-ons, expanding service lines, and making significant investments in technology and offshoring, to rebranding as Prosperity Partners to better capture the Company’s mission and purpose,” said Peter Cozzi, Investment Team Lead at Unity Partners.

Mark Vassallo, Managing Partner, Lightyear Capital, says, “Prosperity marks Lightyear’s seventh investment in tech-enabled business services. Our strategy is to partner with strong management teams of growing companies and help them continue to institutionalize their businesses, accelerate their growth organically and inorganically, and create enduring enterprise value.

About Prosperity Partners

Prosperity Partners is a tax and accounting firm that serves businesses, high-net-worth individuals, and family offices across the United States. The company offers services including tax planning, tax preparation, accounting, business valuation, outsourced accounting, fractional CFO support, litigation support and startup advisory.

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