About Procyon Partners
Procyon Partners is a Financial Services company based in Shelton (United States) founded in 2017 by Lou Gloria, Tom Gahan, Jeff Farrar, Christopher Foster, and Phil Fiore. Financial advisory services are provided to clients by Procyon Partners. Its chief executive, as recorded, is Phil Fiore. Its Indian entity Procyon Advisors Private Limited reported revenue of ₹15.37 Cr. Procyon Partners offers products and services including Wealth Management, Tax and Accounting, Risk Management and Insurance, and Employee Benefits. Its focus areas include Asset Management and Financial Advisors. Its competitors include MassMutual, Point Digital Finance and American Family Insurance; 1 of its 3 listed competitors has raised funding.
Company details
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.
- Headquarters Shelton, United States
- Founders Lou Gloria, Tom Gahan, Jeff Farrar, Christopher Foster, Phil Fiore
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website procyonpartners.net
- Social LinkedIn X Facebook Instagram YouTube
- Legal Name Procyon Advisors Private Limited
- Date of Incorporation 01 Dec, 1994
- Jurisdiction Amravati, Maharashtra, India
- Indian entity revenue₹15.37 Cr
FY 2025 · -52% YoY
- Indian entity net profit₹11.28 Cr
FY 2025 · 73% margin
- Indian entity EBITDA₹14.75 Cr
FY 2025 · 96% margin
- Investors
Associated legal entities of Procyon Partners
Procyon Partners operates through Procyon Advisors Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Procyon Advisors Private Limited CIN U74110MH1994PTC083389 | Active | 01 Dec 1994 | Amravati, Maharashtra | ₹15.4 Cr | 2 | View details |
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.
Apps and channels of Procyon Partners
its YouTube channel PROCYON has 30 subscribers and 19 videos.
Videos from Procyon Partners
The most watched videos on Procyon Partners's YouTube channel, PROCYON (30 subscribers). Click a video to play it here.
More on PROCYON.
Funding Insights of Procyon Partners
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of Procyon Partners with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr 2025 | Seed | – | – |
1 investors in total: 1 institutional.
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. | 2023 | constellationwealthcapital.com | Chicago, United States |
Investor details for Procyon Partners
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Board of directors of Procyon Advisors Private Limited (Procyon Partners)
Procyon Advisors Private Limited is the primary company behind Procyon Partners. The board of Procyon Advisors Private Limited currently have 2 directors; the longest-serving is Ramesh Hukumchandji Ranka, appointed in 1994. 1 earlier director has ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Ramesh Hukumchandji Ranka DIN 01690814 | Director | 01 Dec 1994 | 31 yrs 10 mo | Procyon Advisors Private Limited |
| Rajni Ramesh Ranka DIN 01690799 | Director | 09 Mar 2013 | 13 yrs 7 mo | Procyon Advisors Private Limited |
People of Procyon Partners
31 people are tracked at Procyon Partners (18 in leadership, 13 in team).
| Name | Role | Group |
|---|---|---|
Lou Gloria | Co-Founder & Managing Director | Leadership |
Tom Gahan | Co-Founder & Managing Director | Leadership |
Jeff Farrar | Co-Founder | Leadership |
Christopher Foster | Co-Founder & Managing Director | Leadership |
Phil Fiore | Co-Founder & CEO | Leadership |
James P. Diver | Partner & Private Wealth Advisor | Leadership |
John Marchisotta | Partner, MD & Private Wealth Advisor | Leadership |
Jim Jeffery | Managing Director, Senior Institutional Consultant | Leadership |
Robert S. Alimena | VP, Private Wealth Advisor | Leadership |
Mark Rich | Director, Investments | Leadership |
Thomas Gahan | Co-Founder, Partner & MD | Leadership |
Andy Leung | VP & Private Wealth Advisor | Leadership |
Christopher E. Foster | Co-Founder, Partner & MD | Leadership |
Caroline Wetzel | VP & Private Wealth Advisor | Leadership |
Gabby Hurtado Payne | Chief Administrative Officer | Leadership |
Antonio Rodrigues | Partner & Senior Portfolio Manager | Leadership |
Marc Fischer | Director, Business Services | Leadership |
Harry Kirkpatrick | Chief Revenue Officer | Leadership |
Candice Cole | Business Services Analyst | Team |
Katiria Julia | Account Executive | Team |
11 more people are available in the full profile.
Complete people profiles for Procyon Partners
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Financials of Procyon Partners
Figures of Procyon Advisors Private Limited, the primary company behind Procyon Partners, for FY 2025. Revenue was ₹15.37 Cr (-52% year on year). Net profit was ₹11.28 Cr (73% margin). EBITDA was ₹14.75 Cr (96% margin). Revenue has grown at a compounded annual rate of +9% over three years and +19% over five years.
- ₹15.37 CrRevenue · FY 2025 · -52% YoY
- ₹11.28 CrNet profit · 73% margin
- ₹14.75 CrEBITDA · 96% margin
- ₹43.2 LakhPaid-up capital
- +9%Revenue CAGR, 3 years
- +19%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Procyon Advisors Private Limited are on its company page.
Detailed financial statements for Procyon Partners
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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Timeline of Procyon Partners
2 dated milestones of Procyon Partners across 8 years, from founding to its latest funding, stage changes and deals.
- Founded Procyon Partners is founded.
- Funding First funding round.
Competitors of Procyon Partners
Procyon Partners has 3 listed competitors in our database, 1 of them funded. They include MassMutual, Point Digital Finance and American Family Insurance.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| massmutual.com | 1851 | Springfield, United States | 10,466 | Mutual life insurance company | ||
| point.com | 2015 | Palo Alto, United States | $245.65M | 144 | Fractional home equity is sold online for interest-free loans. | |
| amfam.com | 1927 | Madison, United States | 13,713 | Personal and business insurance products are provided nationwide. |
Detailed competitors of Procyon Partners
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Top companies in Asset Management
3 companies that operate in the same segment as Procyon Partners (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Procyon Partners
Complete news archive for Procyon Partners
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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 CEO of Procyon Partners, as recorded in our data. They have also founded this company.
The primary company behind Procyon Partners, Procyon Advisors Private Limited, reported revenue of ₹15.37 Cr for FY 2025, down 52% year on year.
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.
Procyon Partners operates through Procyon Advisors Private Limited.
The legal entities of Procyon Partners currently have 2 directors, including Ramesh Hukumchandji Ranka, Rajni Ramesh Ranka.