Growth Momentum Perigon is a rapidly growing independent wealth management firm with recent leadership hires in People and Digital Strategy, a scalable organic growth platform, and notable asset growth to over 12.1 billion by June 2026, signaling strong cross-sell opportunities to advisor clients and prospective affiliates seeking scale.

Strategic Acquisitions The firm has expanded assets via acquisition, notably Gitterman Wealth Management adding 1.3 billion in client assets, which indicates a strategy of inorganic growth that could present integration services, due diligence partnerships, and custodian/tech solutions for onboarding larger book of business.

Platform Enablement Perigon emphasizes advisor independence with flexible affiliation structures and a robust platform, offering potential upsell opportunities around technology stacks, practice management tooling, CRM, marketing automation and back-office support for independent advisers seeking efficiency gains.

Digital & Growth Recent appointments in digital strategy and business development, plus a scalable growth platform, point to a market-ready need for marketing automation, lead generation, client experience enhancements, and analytics solutions tailored to RIAs pursuing rapid scale.

Recognition & Outreach Inc. Best Workplaces recognition and industry press positioning, along with ongoing national office footprint and C-suite leadership hires, create a compelling narrative for partnerships in workplace culture, executive coaching, and recruitment services targeting RIAs expanding teams.