Perigon Wealth Management
Overview
Perigon Wealth Management is a registered investment advisory firm that provides wealth management, financial planning, and investment management services to individuals, families, and organizations.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Zoe Financial | Apr 2025 | Series B | Co-investor |
Key People
Eli Rauch
Managing Partner
Varun Sanon
Managing Director, Corporate Development
️Andrew Bellak
Partner Wealth Advisor
CFP® Bud Sturmak
Head of Impact Investing and Partner
CFP® Marc Specht
Partner Head Of Sports Entertainment
CRPS® Thomas Brown
Partner, Wealth Advisor
David Bauer
Partner
Doug Wheat
Partner, Wealth Advisor
Jason Condon
Partner Wealth Advisor
John Paganelli
Partner
Kenneth Quarnaccio
Wealth Advisor, Partner
Sandra K.
Partner Wealth Advisor
Stephen Swift
Partner and Wealth Advisor at Perigon Wealth Management, LLC, Partner and Wealth Advisor
Gregory W.
Senior Wealth Advisor ESG Impact Investing Strategy
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Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Perigon Wealth Management based?
Perigon Wealth Management is headquartered in San Francisco, California, United States.
When was Perigon Wealth Management founded?
Perigon Wealth Management was founded in 2004.
How many portfolio companies does Perigon Wealth Management have?
Perigon Wealth Management has 1 portfolio company in Caplight's dataset.
What are some companies in Perigon Wealth Management's portfolio?
Portfolio companies visible on Caplight include Zoe Financial.
What was Perigon Wealth Management's most recent investment shown here?
Perigon Wealth Management's most recent investment in this portfolio sample was in Zoe Financial in 2025.
What sectors does Perigon Wealth Management focus on?
Perigon Wealth Management focuses on FinTech, Enterprise Software.
What company stages does Perigon Wealth Management focus on?
Perigon Wealth Management typically invests at the Mid stage.