Perigon Wealth Management - Crunchbase Company Profile & Funding

Overview

Perigon Wealth Management

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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+3 more milestones

See more interactive data and historical milestones on desktop for the best experience

About Perigon Wealth Management

CB Rank

216961

Perigon Wealth Management is an independent wealth management firm that provides services to individuals, executives, and organizations.

Founded

obfuscation

Private

San Francisco, California, United States

11-50

www.perigonwealth.com/

Asset Management

Financial Services

FinTech

Impact Investing

Risk Management

Wealth Management

Key People

Michael Mignosi: Director of Organic Growth
Rafia Hasan: Chief Investment Officer

Details

Legal Name

Perigon Wealth Management, LLC

Also Known As

Perigon Wealth

Operating Status

Active

Company Type

For Profit

Founders

Mat Johnson, Phil Hart

About the Company

Perigon Wealth Management is an independent wealth management firm that provides investment management, risk management, retirement management, financial planning, and family office services to individuals, families, executives, business owners, and organizations.

Phone Number

(415) 430-4140

Hub Tags

Pledge 1%

Predictions & Insights

Growth Insight

See this Growth Insight

Perigon Wealth Management is

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to be growing

Top Contributing Factors

Merger or Acquisition

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Key Employee Changes

Products & Services

Financial Planning

A service that helps individuals and families optimize income, budgeting, retirement savings, education funding, and overall financial goals.

Investment Management

An independent advisory service that selects investments aligned with clients' goals and values without bias toward specific products.

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Financials

Investments

Investment Breakdown

Diversity Investments

Number of Investments

Number of Acquisitions

See investment data for this company, with details on deal size, industry, stage, and more.

Announced Date	Organization Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	Zoe Financial	—	Series B - Zoe Financial	obfuscated obfuscation
obfuscated obfuscation	Zoe Financial	—	Series B - Zoe Financial	obfuscated obfuscation
obfuscated obfuscation	Zoe Financial	—	Series B - Zoe Financial	obfuscated obfuscation
obfuscated obfuscation	Zoe Financial	—	Series B - Zoe Financial	obfuscated obfuscation
obfuscated obfuscation	Zoe Financial	—	Series B - Zoe Financial	obfuscated obfuscation

Investment Breakdown

Number of Investments

Number of Acquisitions

See investment data for this company, with details on deal size, industry, stage, and more.

Announced Date	Organization Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	Zoe Financial	—	Series B - Zoe Financial	obfuscated obfuscation
obfuscated obfuscation	Zoe Financial	—	Series B - Zoe Financial	obfuscated obfuscation
obfuscated obfuscation	Zoe Financial	—	Series B - Zoe Financial	obfuscated obfuscation
obfuscated obfuscation	Zoe Financial	—	Series B - Zoe Financial	obfuscated obfuscation
obfuscated obfuscation	Zoe Financial	—	Series B - Zoe Financial	obfuscated obfuscation