Perigon Builds In-House Growth Hub for $11 Billion RIA as It Deepens Long-Term Tech Partnerships
Updated
Updated · Wealth Management · Aug 5
Perigon Builds In-House Growth Hub for $11 Billion RIA as It Deepens Long-Term Tech Partnerships
1 articles · Updated · Wealth Management · Aug 5
Summary
$11 billion RIA Perigon Wealth Management is building a proprietary “Growth Hub” to link marketing, business development, data and AI into one organic-growth platform for advisors.
Perigon says the strategy is to partner for scale and build only where it sees differentiation, favoring vendors that can evolve with the firm instead of chasing standalone features.
More than 160 employees now rely on a stack anchored by decade-plus relationships with Salesforce, Google Workspace, Box and Slack, plus Orion for reporting, portfolio management, trading and rebalancing.
Advisor choice remains wider in planning and custody: most use eMoney or MoneyGuidePro, while the firm keeps a multi-custodial model spanning Schwab, Fidelity, Pershing and Goldman Sachs.
AI is being layered onto that data foundation rather than bought as a quick fix, with Perigon citing a Slack-based meeting-prep assistant as a practical example of embedded use.