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Procyon - About the company

Procyon is an unfunded company, founded by Lou Gloria and Jose Aquino. It operates as a Provider of wealth management, tax, accounting, risk management, and employee benefits services. Procyon has not raised any funding yet. The company has 10878 active competitors, including 142 funded and 909 that have exited. Its top competitors include companies like Hinduja Leyland Finance, Alera Group and Focus Financial Partners.

Company Details

Provider of wealth management, tax, accounting, risk management, and employee benefits services. It offers financial planning and investment management for individuals, families, and business owners. The company provides institutional consulting for retirement plans, endowments, foundations, and non-profit organizations. Additionally, it delivers employee benefits consulting and tax and accounting services for individuals and businesses.
Key Metrics
Stage
Unfunded
Ranked
Investment & Acquisitions
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Procyon's funding and investors

Procyon has not raised any funding rounds yet.

Procyon's founders and board of directors

Founder? Claim Profile
The founders of Procyon are Lou Gloria and Jose Aquino.
Here are the details of Procyon's key team members:
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Procyon's Competitors and alternates

Top competitors of Procyon include Hinduja Leyland Finance, Alera Group and Focus Financial Partners. Here is the list of Top 10 competitors of Procyon, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Hinduja Leyland Finance
Hinduja Leyland Finance
2008, Chennai (India), Series C
Real estate financing firm
$276M
74/100
2nd
Logo for Alera Group
Alera Group
1995, Deerfield (United States), Acquired
Provider of HR, life & health insurance, general liability, and other services
$250M
72/100
3rd
Logo for Focus Financial Partners
Focus Financial Partners
2004, New York City (United States), Acquired
Provider of business consulting services to banks and lending institutions
$333M
71/100
4th
Logo for Raymond James
Raymond James
1962, St. Petersburg (United States), Public
M&A, capital advisory, and wealth management firm
-
-
68/100
5th
Logo for Sundaram Finance
Sundaram Finance
1954, Chennai (India), Public
Provider of financial services including loans, fixed deposits, and insurance
-
68/100
6th
Logo for Linedata
Linedata
1998, Neuilly sur seine (France), Public
Provider of software, data, analytics, and related services for financial institutions
-
67/100
7th
Logo for Wintrust
Wintrust
1991, Rosemont (United States), Public
Bank offering diversified financial services
-
66/100
8th
Logo for GE Capital
GE Capital
1932, Norwalk (United States), Public
Provides commercial aircraft leasing and lending services
-
66/100
9th
Provider of multi-family office services
$116M
66/100
10th
Logo for Zions Bank
Zions Bank
1873, Salt Lake City (United States), Unfunded
Private banking firm offering wealth management services
-
-
63/100
596th
Logo for Procyon
Procyon
Unfunded
Provider of wealth management, tax, accounting, risk management, and employee benefits services
-
-
36/100
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Procyon's Investments and acquisitions

Procyon has acquired 2 companies including Olvinvest and Wooster Corthell. Procyon has not made any investments as of now.

News related to Procyon

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Media has covered Procyon for a total of 8 events in the last 1 year, 5 of them have been about company updates and 1 about partnerships.
Procyon acquires OLV to expand presence in USPrivatebankerinternationalDec 09, 2025Olvinvest, Procyon
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