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Procyon Partners logo — You set the goals, we’ll set the course.

Procyon Partners

You set the goals, we’ll set the course.

Founded 2017 United States Shelton, United States 54 employees Financial Services, Wealth Management

General Information

Company Name Procyon Partners
Founded Year 2017
Location United States Shelton, United States
Employees 54
Industries Financial Services, Wealth Management
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About Procyon Partners

Procyon Partners is an independent, employee-owned financial advisory firm founded in 2017. With the slogan "You set the goals, we’ll set the course," the company has a dual focus on helping institutions prudently manage retirement plans, endowments, and foundations, as well as assisting affluent individuals, families, and business owners with sensible financial planning, and investment and risk management. Operating within the Financial Services and Wealth Management industries, its headquarters is located in the United States. Procyon Partners is passionately devoted to providing clients with the knowledge, experience, and support they need to make confident, informed decisions. As of now, there is no publicly available information about the last investment or the investors involved in the latest funding round.

Business keywords: financial advisory, independent firm, retirement planning, investment management, institutional clients, affluent individuals, financial planning, endowment management, foundation management, employee-owned, knowledgeable support, sensible decision-making

No funding data available for Procyon Partners yet.

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FAQ About Procyon Partners

You set the goals, we’ll set the course.
Procyon Partners was founded in 2017.
Procyon Partners is headquartered in Shelton, United States.
Procyon Partners operates in Financial Services and Wealth Management. Its work centres on financial advisory, independent firm, retirement planning and investment management.
Procyon Partners has approximately 54 employees.
Top alternatives and competitors to Procyon Partners include Capstone Financial Advisors Inc., Fragasso Financial Advisors, ASI Wealth Management, Johnson Brunetti Retirement & Investment Specialists, Southport Capital. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Procyon Partners and Capstone Financial Advisors Inc. are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Procyon Partners, https://bouncewatch.com/company/procyon-partners, updated 30 December 2024. When citing, please name BounceWatch and link this page.

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