$7.75B AUM RIA, Perigon Wealth Management, Adopts The Zoe Wealth Platform to Streamline Financial Advisory Services
NEW YORK, NY / ACCESSWIRE / July 9, 2024 / Zoe Financial, a modern solution that combines lead generation with a premier digital wealth platform that enables advisory firms to onboard and service clients at scale, is pleased to announce its strategic partnership with Perigon Wealth Management, an advisor-led firm with $7.75 billion in AUM as of March 31, 20241. The alliance aims to enhance the digital wealth management experience by leveraging...
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