What is Perigon Wealth Management?
Founded in 2004, Perigon Wealth Management is a prominent national firm specializing in comprehensive wealth management services. The company's strategic partnership with Merchant Investment Management, initiated in January 2019, has been instrumental in its expansion, aiming to establish Perigon as a leading registered investment advisory (RIA) firm. This collaboration has demonstrably fueled growth, with assets under management approximately doubling to $1.8 billion within just over a year.
How much funding has Perigon Wealth Management raised?
Perigon Wealth Management has raised a total of $150K across 1 funding round:
Debt
$150K
Debt (2020): $150K with participation from PPP
Key Investors in Perigon Wealth Management
PPP
Public-Private Partnership
What's next for Perigon Wealth Management?
The substantial capital infusion, particularly the recent strategic investment, positions Perigon Wealth Management for accelerated expansion and enhanced service offerings. This late-stage funding suggests a focus on scaling operations, potentially through further strategic acquisitions or technological advancements to solidify its market leadership. The company is poised to leverage this financial backing to deepen its client relationships and broaden its national footprint in the wealth management sector.
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