About Procyon Partners
Procyon Partners is a company based in Shelton (United States) founded in 2017 by Lou Gloria, Tom Gahan, Jeff Farrar, Christopher Foster, and Phil Fiore. Procyon Partners offers products and services including Wealth Management, Tax and Accounting, Risk Management and Insurance, and Employee Benefits. Procyon Partners operates in a competitive market with competitors including MassMutual, Point Digital Finance, American Family Insurance, Thrivent and Milliman, among others.
- Headquarter Shelton, United States
- Founders Lou Gloria, Tom Gahan, Jeff Farrar, Christopher Foster, Phil Fiore
-
Sectors
Financial Services
-
Email
Locked
-
Phone
Locked
-
Website
Locked
-
Social
Locked
- Legal Name Procyon Advisors Private Limited
- Date of Incorporation 01 Dec, 1994
- Jurisdiction Amravati., Maharashtra, India
-
Annual Revenue
$3.18 M (USD)125.16as on Mar 31, 2023
-
Net Profit
$2.34 M (USD)119.61as on Mar 31, 2023
-
EBITDA
$2.65 M (USD)198.71as on Mar 31, 2023
-
Latest Funding Round
Not available
- Investors
-
Employee Count
Not available
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Procyon Partners
Procyon Partners offers a comprehensive portfolio of products and services, including Wealth Management, Tax and Accounting, Risk Management and Insurance, and Employee Benefits.
Services for investment and financial planning for individuals.
Tailored tax and accounting solutions for businesses and individuals.
Custom insurance solutions for personal and commercial clients.
Support for employee benefits to attract and retain talent.
People of Procyon Partners
Unlock access to complete
Funding Insights of Procyon Partners
Investors in Procyon Partners
Procyon Partners has secured backing from 1 investor. Prominent investors backing the company include Constellation Wealth Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Provides tailored capital solutions and advisory to wealth management firms for growth.
|
Locked | Locked | Locked |
Investor details for Procyon Partners
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
- Funding rounds
- Participation history
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Procyon Partners
Investment portfolio details for Procyon Partners
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
Verified entity values are shown only after access is granted.
Financial Statements - Procyon Partners
Detailed financials for Procyon Partners
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
Verified entity values are shown only after access is granted.
Procyon Partners Comparisons
Peer comparison for Procyon Partners
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
Verified entity values are shown only after access is granted.
Competitors of Procyon Partners
Procyon Partners operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as MassMutual, Point Digital Finance, American Family Insurance, Thrivent and Milliman, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| Locked | Locked | Locked |
Mutual life insurance company
|
|
| Locked | Locked | Locked |
Fractional home equity is sold online for interest-free loans.
|
|
| Locked | Locked | Locked |
Personal and business insurance products are provided nationwide.
|
|
| Locked | Locked | Locked |
Financial services are offered by Thrivent as a not-for-profit entity.
|
|
| Locked | Locked | Locked |
Milliman is engaged in actuarial consulting and analytics solutions.
|
|
| Locked | Locked | Locked |
Offers financial coaching, investing, insurance, and banking for military families.
|
Detailed competitors of Procyon Partners
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Procyon Partners
Complete news archive for Procyon Partners
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Procyon Partners
Procyon Partners was founded in 2017 and raised its 1st funding round 8 years after it was founded.
Procyon Partners is headquartered in Shelton, United States. It is registered at Shelton, Washington, United States.
Phil Fiore is the current CEO of Procyon Partners. They have also founded this company.
Annual revenue of Procyon Partners is $3.18M as on Mar 31, 2023.
Procyon Partners was established in 2017 in Shelton, United States, as a provider of financial advisory services. Operations focus on advisory support within the finance sector, including strategic guidance for clients. Leadership is held by co-founders such as Phil Fiore as CEO and managing directors like Lou Gloria, Tom Gahan, and Christopher Foster. Services are delivered primarily in the United States, addressing various financial needs.
Procyon Partners's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
Procyon Partners offers Wealth Management, Tax and Accounting, Risk Management and Insurance, and Employee Benefits.
Procyon Partners has 1 investor. Key investors include Constellation Wealth Capital.