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
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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 ProfileThe founders of Procyon are Lou Gloria and Jose Aquino.
Here are the details of Procyon's key team members:
- Lou Gloria: Co-Founder, Managing Director of Procyon.
- Jose Aquino: Owner of Procyon.
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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:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Hinduja Leyland Finance 2008, Chennai (India), Series C | Real estate financing firm | $276M | 74/100 | |
2nd | Alera Group 1995, Deerfield (United States), Acquired | Provider of HR, life & health insurance, general liability, and other services | $250M | 72/100 | |
3rd | Focus Financial Partners 2004, New York City (United States), Acquired | Provider of business consulting services to banks and lending institutions | $333M | 71/100 | |
4th | Raymond James 1962, St. Petersburg (United States), Public | M&A, capital advisory, and wealth management firm | - | - | 68/100 |
5th | Sundaram Finance 1954, Chennai (India), Public | Provider of financial services including loans, fixed deposits, and insurance | - | 68/100 | |
6th | Provider of software, data, analytics, and related services for financial institutions | - | 67/100 | ||
7th | Wintrust 1991, Rosemont (United States), Public | Bank offering diversified financial services | - | 66/100 | |
8th | GE Capital 1932, Norwalk (United States), Public | Provides commercial aircraft leasing and lending services | - | 66/100 | |
9th | Stonehage Fleming Family & Partners 1976, Philadelphia (United States), Acquired | Provider of multi-family office services | $116M | 66/100 | |
10th | Zions Bank 1873, Salt Lake City (United States), Unfunded | Private banking firm offering wealth management services | - | - | 63/100 |
596th | ![]() 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
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.
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Principal Financial Group Inc. Grows Position in Accenture PLC $ACNThecerbatgem•Jul 15, 2026•Principal, Accenture, Procyon, NYSTRS
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Procyon Adopts Zoe Financial's End-to-End Wealth Platform to Support Firm Growth and Mass-Affluent ClientsAccess Newswire•Feb 25, 2026•Procyon, Zoe
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Procyon Advisors LLC Invests $1.15 Million in ON Semiconductor Corporation $ONMarketBeat•Jan 16, 2026•Procyon, ON Semiconductor
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QUALCOMM Incorporated $QCOM Shares Acquired by Procyon Advisors LLCMarketBeat•Jan 15, 2026•Procyon, Qualcomm, Tred Avon Family Wealth, Campbell & Company and 2 others
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Procyon acquires OLV to expand presence in USPrivatebankerinternational•Dec 09, 2025•Olvinvest, Procyon
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Procyon Advisors LLC Makes New Investment in The Kraft Heinz Company (NASDAQ:KHC)MarketBeat•Jun 09, 2025•The Kraft Heinz, Procyon
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Procyon Advisors LLC Makes New $585,000 Investment in Hormel Foods Co. (NYSE:HRL)MarketBeat•Jun 09, 2025•Hormel Foods, Procyon
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