Perigon Wealth Management is a family office. Team members are concentrated in Edison, New Jersey, United States. The known portfolio is one company, Zoe Financial.
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Investment focus
- Sector
- FinTech
- Focus
- Wealth Management
Who to pitch at Perigon Wealth Management
Perigon Wealth Management portfolio company (1)
- Zoe Financial
Co-investors
Funds that share portfolio companies with Perigon Wealth Management.
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About Perigon Wealth Management
The firm's listing covers sector FinTech, and focus area Wealth Management; listed stages are Seed and Series A.
Of the 7 people on file at Perigon Wealth Management, Jeremy Paul (President and Partner), Chris Baker (Managing Director) and David Bauer (Partner) are listed as the contacts to approach first.
Across the known portfolio, 4 co-investors appear alongside Perigon Wealth Management, including Sageview Capital, 1745 Ventures and CAPTRUST.
Frequently asked questions
What is Perigon Wealth Management?
Perigon Wealth Management is a family office whose team is concentrated in Edison, New Jersey, United States, with a known portfolio of one company. The portfolio comes from public investment records rather than from the firm, so deals that never surfaced publicly are not in it.
What does Perigon Wealth Management invest in?
Listed sectors include FinTech; listed focus areas include Wealth Management. Those tags come from the portfolio attached to the firm, so they describe what has been backed rather than a stated mandate for what comes next.
What stage does Perigon Wealth Management invest at?
Perigon Wealth Management is listed for Seed and Series A rounds in the database. Check that against your own round before reaching out: stage mismatch is the most common reason a well matched sector still goes nowhere.
Who should I pitch at Perigon Wealth Management?
3 of the 7 people on file at Perigon Wealth Management are listed as contacts for the firm. All 7 have their own profile page.
How do I contact Perigon Wealth Management?
Any email address on file for the firm is masked on this page and readable inside RaiseHunt after you create an account. The 7 people attached to the firm have their own pages, each showing whether an address is on file for them.
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Data: RaiseHunt investor dataset · Snapshot 5 September 2026 · How this data is built · Report a correction or request removal