Strategic Investment Procyon has recently secured a strategic minority investment from Constellation Wealth Capital, indicating active growth and potential for expansion. This investment may facilitate new service offerings or market expansion opportunities that sales teams can leverage to approach similar prospects.

Client Asset Size With approximately 7 billion dollars in client assets, Procyon manages substantial wealth, making it a compelling target for premium financial products, high-value investment opportunities, and tailored advisory services aimed at high-net-worth clients.

Growth and Hiring Recent hires of senior executives, including a senior vice president of business development and experienced private wealth advisors, suggest a focus on expanding market presence and client acquisition. These developments create opportunities to promote innovative solutions that support business growth and talent retention.

Investment Activities Procyon has increased its investment activities into ETFs and asset stakes, such as Global X Silver Miners ETF and Perimeter Solutions. This active engagement indicates openness to diversified investment strategies, which can be complemented by sales of specialized financial products and asset management tools.

Technology Stack Utilizing cloud-based and modern web technologies like Google Cloud, Bootstrap, and Animate.css suggests that Procyon values innovative, scalable solutions. Vendors providing advanced client engagement platforms, CRM enhancements, or digital advisory tools could find a receptive partner for expanding their offerings.