Perigon Wealth Management Launches Proprietary Growth Hub Platform

Jon Seif of Perigon Wealth Management is directing a technology strategy designed to support the firm's 160 employees and $11 billion in assets. The approach follows a specific model to partner for scale and build for differentiation, utilizing established enterprise platforms to handle core operational needs.

Perigon employs Salesforce for CRM and reporting, Orion for portfolio management and trading, and Box for document management. By leveraging these scalable partnerships for standard workflows, the firm is able to focus internal development on the Growth Hub. This proprietary in-house platform integrates digital strategy, marketing, and AI-enabled insights to create a competitive advantage in organic growth.

Seif is prioritizing a robust data foundation over the immediate adoption of third-party AI startups. Instead, the firm is integrating tools such as a Slack-based assistant for meeting preparation to enhance efficiency while maintaining a controlled technological ecosystem.