Greenville Financial Group

What Greenville Financial Group does

Perigon Wealth Management, LLC operates as an SEC-registered independent Registered Investment Advisor (RIA) headquartered in New York, providing holistic wealth management and investment advisory services to high-net-worth individuals and specialized client segments. The firm serves executives with concentrated equity compensation, business owners navigating liquidity events, professional athletes and musicians/entertainers requiring coordinated wealth management, multi-generational families with complex estate planning needs, and organizations including pensions, endowments, foundations, and corporate treasuries. The advisory offering centers on two core products — Financial Planning and Investment Management — delivered under a fiduciary standard with values-based and sustainable investing capabilities.

The firm's technology stack is built on third-party fintech infrastructure rather than proprietary platforms: client-facing reporting runs through Orion Advisor, wealth planning and progress tracking via the LifeTrack dashboard powered by EMA Plan, and secure document exchange via Box. Securities execution and custody are routed through three affiliated FINRA/SIPC broker-dealers (Purshe Kaplan Sterling Investments, Fortune Financial Services, and Vanderbilt Securities), giving the firm flexibility across multiple custodian relationships without taking on affiliated brokerage risk. The only proprietary client-facing asset is the LifeTrack-branded access portal layered on top of EMA Plan.

Perigon's go-to-market is sales-led and relationship-driven, with no self-service product or publicly disclosed fee schedule. Prospective clients enter through website 'Email Us' or 'Talk To Us Today' CTAs and progress through a four-step onboarding process (Get to Know Each Other, Create Your Roadmap, Align Your Portfolio). Revenue is generated on a recurring advisory-fee basis. The firm supplements direct HNW distribution with a 'For Advisors' B2B referral channel targeting financial advisors as partners or potential acquisition targets, suggesting an emerging advisor-aggregation motion.

Name

Greenville Financial Group

Legal name

Perigon Wealth Management, LLC

Website

https://greenvillefinancial.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

11–50 employees

Short description

Perigon Wealth Management is an SEC-registered independent Registered Investment Advisor providing holistic financial planning and investment management to high-net-worth individuals, executives, business owners, professional athletes, musicians, and complex families across the United States.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL), Financial Planning–Led RIAs (FSAAACAB), Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

Keywords

• Wealth management services
• Investment advisory
• Financial planning
• Retirement planning
• Estate planning

Headquarters

HQ city

Wilmington

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Advisory Fee Revenue: Perigon Wealth Management generates revenue primarily through advisory fees charged to clients for personalized financial planning and investment management services. As an independent RIA, the firm is legally obligated to act in clients' best interest (fiduciary standard) and is agnostic in investment selection. Securities transactions are facilitated through affiliated broker-dealers (Purshe Kaplan Sterling Investments, Fortune Financial Services, Vanderbilt Securities).

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Perigon Wealth Management, LLC operates as an independent SEC-registered Registered Investment Advisor (RIA) providing personalized financial planning and investment management services to high-net-worth individuals and families. Core offerings include holistic financial planning covering income/budget optimization, retirement investing, college savings, and goal-based wealth building, alongside investment management delivered under a fiduciary standard with values-based and sustainable investing capabilities. Client-facing portals (LifeTrack dashboard, Orion-powered Financial Reporting, Box-based Perigon File Sharing) support ongoing plan monitoring, consolidated reporting, and secure document exchange.

Product overview

Perigon Wealth Management offers a unified wealth management platform combining financial planning, investment management, and life transition advisory services. The core offerings include Financial Planning for holistic wealth optimization, Investment Management as an independent RIA, and client-facing portals including LifeTrack for financial reporting and Perigon File Sharing via Box. Services are tailored across specific client segments including executives, business owners, individuals and families, organizations, athletes, musicians and entertainers.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Holistic wealth management service that optimizes clients' income and budgets, invests for retirement, saves for college, and works toward personalized financial goals. Targeted at individuals, families, executives, business owners, and other HNW segments.
• Investment Management Independent registered investment advisory service that selects investments in clients' best interest and aligned with their values, operating without bias toward specific products. Includes values-based and sustainable investing integration.
• LifeTrack Client Dashboard Client login portal providing ongoing wealth management dashboard and financial reporting access for plan monitoring and progress tracking.
• Perigon File Sharing Secure file sharing service enabling clients to exchange documents with Perigon advisors via the Box platform.

Segments9 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Three partnerships are on record, tiered core.

• Purshe Kaplan Sterling Investments (PKS)coreTechnology or IntegrationPKS, member FINRA/SIPC and headquartered at 80 State Street, Albany, NY 12207, provides brokerage services for securities transactions executed through Perigon Wealth Management's advisory platform. Investments through PKS are not FDIC insured and may lose value.
• Fortune Financial Services, Inc.coreTechnology or IntegrationFortune Financial Services, member FINRA/SIPC and headquartered at 3582 Brodhead Road, Monaca, PA 15061, serves as an affiliated broker-dealer providing securities execution and custody services for Perigon Wealth Management client accounts.
• Vanderbilt Securities, LLCcoreTechnology or IntegrationVanderbilt Securities, LLC, member FINRA/SIPC headquartered at 125 Froehlich Farm Blvd, Woodbury, NY 11797, provides securities brokerage services for client transactions. Perigon discloses that PKS, Fortune, and Vanderbilt are not affiliated with Perigon Wealth Management, LLC.

Recent moves5 records

Expansion highlights4 records

Direct peers

• Moneta Group: Independent fiduciary RIA providing comprehensive wealth management, retirement planning, and estate services to executives, business owners, and multi-generational families — closely aligned with Perigon's full-service RIA positioning.
• CAPTRUST: Independent RIA providing investment management, financial planning, and institutional advisory services to HNW individuals and organizations — overlapping Perigon's Individuals & Families and Organizations segments.
• Creative Planning: Full-service independent RIA delivering holistic financial planning, investment management, and tax strategy to HNW households and business owners — overlapping Perigon's core services, segments, and fee-based RIA model.
• Steward Partners: Independent RIA and multi-family office platform serving HNW families, executives, and business owners with holistic planning — overlapping Perigon's client segments and fiduciary, broker-dealer-aligned service model.
• Edelman Financial Engines: Large independent RIA combining financial planning and investment management for individuals and families, with retirement and equity compensation expertise — comparable to Perigon's planning-led RIA approach and HNW client base.
• Mariner Wealth Advisors: Large independent RIA offering comprehensive wealth planning across executives, business owners, athletes, and families — directly comparable to Perigon's horizontal multi-segment model and HNW niche specialization.

Others

• Focus Financial Partners: RIA roll-up and partnership platform enabling independent advisory firms to grow via M&A and shared services — directly comparable to Perigon's stated 'For Advisors' acquisition and referral channel strategy.
• Carson Group: Wealth management firm and RIA support platform providing advisor coaching, technology, and acquisition pathways — analogous to the ecosystem play implied by Perigon's 'For Advisors' growth posture.

Broad incumbents

• Goldman Sachs Personal Financial Management: Wealth management arm of a major financial institution offering comprehensive planning and investment management to HNW clients — a broad incumbent that competes with Perigon for the same executive and family segments.
• Fisher Investments: Large independent investment management firm serving HNW and institutional clients — a broader incumbent operating in Perigon's investment management category with far greater scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/perigonwealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Greenville Financial Group