Procyon Partners - Crunchbase Company Profile & Funding

Q: Who invested in Procyon Partners?

Procyon Partners is funded by Constellation Wealth Capital.

Q: When was the last funding round for Procyon Partners?

Procyon Partners closed its last funding round on obfuscated from a Private Equity round.

Overview

Procyon Partners

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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About Procyon Partners

CB Rank

381582

Procyon Partners Provides Fiduciary Investment And Advisory Services.

Founded

obfuscation

Private

Private Equity

Shelton, Connecticut, United States

51-100

procyon.net/

Consulting

Financial Services

Risk Management

Service Industry

Wealth Management

Funding Rounds

Private Equity

OBF

obfuscation

Key People

Phil Fiore: Chief Executive Officer
Past Role: UBS, Senior Vice President of Investments and Senior Institutional Consultant
Bevin Nealon: Vice President and Private Wealth Advisor
Past Role: Wells Fargo Advisors, Vice President

Details

Operating Status

Active

Company Type

For Profit

About the Company

Procyon Partners they are providing services for institutions and retirement plans, as well as personal wealth management services to individuals and families.

Phone Number

+1-475-232-2700

Contact Email

contactus@procyonpartners.net

Predictions & Insights

Growth Insight

See this Growth Insight

Procyon Partners is

Lorem

to be growing

Top Contributing Factors

Market Share Expansion

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Key Employee Changes

Products & Services

Institutional Investment Advisory

Provides fiduciary investment advisory and portfolio management services to institutional investors and retirement plans.

Tax, Accounting, and Consulting Services

Offers tax, accounting, and consulting services tailored to individuals and businesses in partnership with Seperack & Company, LLC.

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Financials

Company Funding

Funding Rounds

Investors

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - Procyon Partners	1	obfuscated obfuscation	Constellation Wealth Capital	Private Equity
obfuscated obfuscation	Private Equity Round - Procyon Partners	1	obfuscated obfuscation	Constellation Wealth Capital	Private Equity
obfuscated obfuscation	Private Equity Round - Procyon Partners	1	obfuscated obfuscation	Constellation Wealth Capital	Private Equity
obfuscated obfuscation	Private Equity Round - Procyon Partners	1	obfuscated obfuscation	Constellation Wealth Capital	Private Equity
obfuscated obfuscation	Private Equity Round - Procyon Partners	1	obfuscated obfuscation	Constellation Wealth Capital	Private Equity

Funding Rounds

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - Procyon Partners	1	obfuscated obfuscation	Constellation Wealth Capital	Private Equity
obfuscated obfuscation	Private Equity Round - Procyon Partners	1	obfuscated obfuscation	Constellation Wealth Capital	Private Equity
obfuscated obfuscation	Private Equity Round - Procyon Partners	1	obfuscated obfuscation	Constellation Wealth Capital	Private Equity
obfuscated obfuscation	Private Equity Round - Procyon Partners	1	obfuscated obfuscation	Constellation Wealth Capital	Private Equity
obfuscated obfuscation	Private Equity Round - Procyon Partners	1	obfuscated obfuscation	Constellation Wealth Capital	Private Equity

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.

Investor Name	Lead Investor	Funding Round	Partners
Constellation Wealth Capital	Yes	Private Equity Round - Procyon Partners	Karl Heckenberg
Constellation Wealth Capital	Yes	Private Equity Round - Procyon Partners	Karl Heckenberg
Constellation Wealth Capital	Yes	Private Equity Round - Procyon Partners	Karl Heckenberg
Constellation Wealth Capital	Yes	Private Equity Round - Procyon Partners	Karl Heckenberg
Constellation Wealth Capital	Yes	Private Equity Round - Procyon Partners	Karl Heckenberg