Question 1

What does Perigon Wealth Management do?

Accepted Answer

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

Question 2

In what sectors does Perigon Wealth Management operate?

Accepted Answer

Perigon Wealth Management operates in Asset Management, Financial Services, FinTech, Impact Investing, Risk Management.

Question 3

How many companies has Perigon Wealth Management acquired?

Accepted Answer

Perigon Wealth Management has made 6 acquisitions between 2022-2025, with a total disclosed deal value of $570.0M.

Question 4

How many acquisitions does Perigon Wealth Management make in a year?

Accepted Answer

Over the last 5 years, Perigon Wealth Management has made about 1.2 acquisitions per year.

Question 5

What companies are owned by Perigon Wealth Management?

Accepted Answer

Companies acquired by Perigon Wealth Management include Gitterman Wealth Management, Gitterman Asset Management, Creative Financial Planning, Prudeo Partners, Stakeholders Capital, Nauset Wealth Management.

Question 6

What are Perigon Wealth Management's major acquisitions?

Accepted Answer

Perigon Wealth Management's largest acquisitions include Prudeo Partners ($425.0M, 2024), Stakeholders Capital ($145.0M, 2023).

Question 7

What is Perigon Wealth Management's largest acquisition?

Accepted Answer

Perigon Wealth Management's largest disclosed acquisition is Prudeo Partners for $425.0M (2024).

Question 8

What was Perigon Wealth Management's first acquisition?

Accepted Answer

Perigon Wealth Management's first recorded acquisition was Nauset Wealth Management in 2022.

Question 9

What was Perigon Wealth Management's most recent acquisition?

Accepted Answer

Perigon Wealth Management's most recent acquisition is Gitterman Wealth Management, announced October 2025.

Question 10

What is the average deal size for Perigon Wealth Management acquisitions?

Accepted Answer

The average disclosed deal size for Perigon Wealth Management acquisitions is $285.0M.

Question 11

What is the median deal size for Perigon Wealth Management acquisitions?

Accepted Answer

The median disclosed deal size for Perigon Wealth Management acquisitions is $285.0M. The median is often lower than the average because a few very large deals pull the average up.

Question 12

How much has Perigon Wealth Management spent on acquisitions?

Accepted Answer

Perigon Wealth Management has spent at least $570.0M across its disclosed acquisitions (of 6 total deals; some prices are undisclosed).

Question 13

Which sector has Perigon Wealth Management spent the most on?

Accepted Answer

Perigon Wealth Management has committed the most disclosed capital to Asset Management companies — about $570.0M across its deals in that sector.

Question 14

What sectors does Perigon Wealth Management usually acquire in?

Accepted Answer

Perigon Wealth Management most frequently acquires companies in Financial Services, Wealth Management, Asset Management.

Question 15

In which sector has Perigon Wealth Management made the most acquisitions?

Accepted Answer

Perigon Wealth Management has made the most acquisitions in the Financial Services sector.

Question 16

In which year did Perigon Wealth Management make the most acquisitions?

Accepted Answer

Perigon Wealth Management made the most acquisitions in 2025, with 2 deals.

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