Growth leadership Persium Group has undergone recent leadership changes including a promotion of Stephen Griner to CEO and a new Chief Revenue Officer, signaling a strategic growth and go-to-market expansion focus. This presents an opening to engage on enterprise wealth management and expanded advisory services aligned with their scaling ambitions.

Expansion opportunities The firm emphasizes services for business owners, retirement plan oversight, and exit planning through NAVIX, suggesting potential cross-sell opportunities to clients preparing for ownership transitions, corporate exit planning needs, and adoption of enhanced retirement plan governance.

Mid-market focus With revenue in the 25–50 million range and a 11-50 employee base, Persium sits in a mid-market niche where sophisticated wealth, plan oversight, and exit planning services are valued by growing privately held companies seeking structured wealth diversification and fiduciary support.

Technology stack The use of Microsoft 365, analytics and form tools indicates a tech-enabled advisory operation. There is an opportunity to propose enhanced client experience platforms, data security enhancements, or integration of portfolio management systems to improve scalability and compliance for mid-market clients.

Talent momentum Ongoing leadership appointments and hires in CRO, CEO, Head of Marketing, and Retirement Plan Advisor roles signal an active expansion of client acquisition and service delivery capacity. This aligns with pursuing outbound prospecting to business owners and plan committees who require trusted advisory partners.