Perigon Wealth Revenue and Competitors
Estimated Revenue & Valuation
- Perigon Wealth's estimated annual revenue is currently $20.7M per year.
- Perigon Wealth's estimated revenue per employee is $227,000
Employee Data
- Perigon Wealth has 91 Employees.
- Perigon Wealth grew their employee count by 10% last year.
Perigon Wealth's People
| Name | Title | Email/Phone |
|---|---|---|
1 | CEO | Financial Advisor | Reveal Email/Phone |
2 | Head Wealth Planning, Wealth Advisor | Reveal Email/Phone |
3 | Head Impact Investing and Partner | Reveal Email/Phone |
4 | Head Client Services | Reveal Email/Phone |
5 | Managing Director | Reveal Email/Phone |
6 | Chief Compliance Officer | Reveal Email/Phone |
7 | Chief Investment Officer | Reveal Email/Phone |
8 | Chief Financial Officer | Reveal Email/Phone |
9 | Chief Investment Officer | Reveal Email/Phone |
10 | Director, Marketing & Partnerships | Reveal Email/Phone |
Perigon Wealth Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $3.8M | 24 | 0% | N/A | N/A |
#2 | $4.3M | 27 | -4% | N/A | N/A |
#3 | $1.9M | 14 | -22% | N/A | N/A |
#4 | $13.7M | 67 | 8% | N/A | N/A |
#5 | $27M | 119 | 28% | N/A | N/A |
#6 | $12.1M | 59 | 34% | N/A | N/A |
#7 | $21.1M | 93 | 3% | N/A | N/A |
#8 | $23.4M | 103 | -8% | N/A | N/A |
#9 | $4.3M | 27 | 0% | N/A | N/A |
#10 | $7.6M | 45 | N/A | N/A | N/A |
What Is Perigon Wealth?
Perigon Wealth Management is a service based wealth management firm that specializes in holistic wealth solutions. As a fee based firm, our model is client centric and we provide objective, fiduciary advice for people navigating their way to financial freedom. *IMPORTANT DISCLOSURE*: All posts and information associated with this LinkedIn company page and profile are for informational purposes only, and do NOT suggest or express any opinions or advice with regard to investments or securities. For more disclosure information, please visit our website at: https://www.perigonwealth.com/important-disclosure-information
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Total Funding
91
Number of Employees
$20.7M
Revenue (est)
10%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Perigon Wealth News
Rachel Elson, a wealth manager Perigon Wealth Management, said she would head to a neighborhood bar to watch sports.
Perigon Wealth Management, a financial services firm based in San Francisco with $3.6 billion in client assets, is expanding its leadership...
Other Companies in San Francisco
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $12.7M | 91 | 11% | $18.1M |
#2 | $18.6M | 91 | 21% | $50M |
#3 | $12.7M | 91 | 6% | $4.2M |
#4 | $300M | 91 | 23% | N/A |
#5 | $12.7M | 91 | -23% | $15.8M |