Top 100 Financial Services Companies in Portland

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Below is the list of Top 100 Financial Services Companies in Portland ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Portland

1. The Standard

Industry: Financial Services

Location: Portland, Oregon

Website: standard.com

Company Size: 1001-5000

Company Address: 1100 Southwest Sixth Avenue, Portland, Oregon, United States

The Standard Contact Details

Name Title LinkedIn Phone Email
Steven Mcgonagle National Practice Leader Absence Management
Corina Gandenberger Senior Talent Acquisition Partner
Brad Weber Retirement Plan Consultant
Susan Bruechner Vice President And Chief Human Resources Officer
A.j Ijaz Vice President Of Retirement Plan Services
Adam Dooley Employee Benefits Consultant
David Knox Employee Benefits Sales Manager
Requires/Intent and 574 more Employees
Accounting Services
Online Advertising & SEO
Fraud Detection & Prevention
and more

2. M Financial Group

Industry: Financial Services

Location: Portland, Oregon

Website: mfin.com

Company Founded: 1978

Company Size: 201-500

Company Address: 1125 Northwest Couch Street, Portland, Oregon, United States

M Financial Group Contact Details

Name Title LinkedIn Phone Email
Beau Riche Director Of Enterprise Data
Lauren Altemari Transitions Specialist
Kate Mueller Senior Graphic Designer
Shaunmarie Gutbezahl Vice President Of Marketing And Communications
Craig Shigeno Vice President, President Of M Financial Re And Chief Operating Officer Of M Financial Re
Kimberly Michaelson Executive Assistant To Rachel Livek, Vice President Human Resources And Shared Services
Jeff Struthers Director, M Insurance Solutions
Requires/Intent and 83 more Employees
Treasury & Cash Flow Management
Mobile App Development For Financial Services
Digital Payment & Subscription Solutions
Legal Compliance & Advisory
Debt Collection & Recovery
and more

3. Premier Mortgage Resources

Industry: Financial Services

Location: Portland, Oregon

Website: pmrloans.com

Company Founded: 1991

Company Size: 51-200

Company Address: 1325 Northwest Flanders, Portland, Oregon, United States

Premier Mortgage Resources Contact Details

Name Title LinkedIn Phone Email
David Redfield Ccs
Kathy Kemper-zanck Branch Manager And Senior Loan Officer - Nmls 255580
Cory Swain Managing Partner
David Baker Director Of Real Estate Partnerships
Kayla Kilpatrick Transaction Coordinator, Loan Processor And Assistant To Mark Feller
Randall Francis Mortgage Consultant And Lone Originator
Lane Lowry Business Development Manager
Requires/Intent and 54 more Employees
Banking & Payment Processing
Customer Relationship Management (CRM)
and more

4. Sila

Industry: Financial Services

Location: Portland, Oregon

Website: silamoney.com

Company Founded: 2018

Company Size: 1-10

Company Address: 920 Southwest 6th Avenue, Portland, Oregon, United States

Sila Contact Details

Name Title LinkedIn Phone Email
Isaac Hines Chief Operations Officer
Bruce Hohensee Making Payments Should Be Easy, Ask Me How: Relationship Manager
Deepanshu Tyagi Blockchain Developer
Shamir Karkal Co-founder And Chief Executive Officer
Bruke Getachew Support Manager
Anthony Mack Senior Frontend Engineer
John Burk Backend Engineer
Requires/Intent
Hedge Fund & Private Equity Consulting
Employee Training & Workforce Development
Data Analytics & Business Intelligence
IoT-enabled Smart Banking Solutions
and more

5. Unitus Community Credit Union

Industry: Financial Services

Location: Portland, Oregon

Website: unitusccu.com

Company Founded: 1937

Company Size: 201-500

Company Address: 1300 Southwest 6th Avenue, Portland, Oregon, United States

Unitus Community Credit Union Contact Details

Name Title LinkedIn Phone Email
Aaron Bledy Payments Product Manager
Denise Stewart Business Development Officer
Scott Bell Chief Experience Officer
Michael Hansen Assistant Vice President, Regional Branch Manager
Brian Devereux Chief Lending Officer
Maod Gigi Gardner Organizational Development Consulting And Coaching
Kimberly Howland Senior Training And Development Specialist
Requires/Intent and 107 more Employees
Asset Management
Investment Advisory
Accounting Services
API Integration For FinTech
and more

6. Aldrich

Industry: Financial Services

Location: Portland, Oregon

Website: aldrichadvisors.com

Company Founded: 1973

Company Size: 201-500

Company Address: 5665 Southwest Meadows Road, Portland, Oregon, United States

Aldrich Contact Details

Name Title LinkedIn Phone Email
Joe Schneid Partner
Lucas Zettle Chief Financial Officer
Tyler Conroy Financial Paraplanner
Matthew Kanter Tax Manager
Trent Hardin Senior Associate Auditor
Tracy Allen Cpa, Ccifp, Partner, Construction Niche
Cody Karlin Digital Marketing Specialist
Requires/Intent and 66 more Employees
Financial Planning & Retirement Solutions
Accounting Services
Investment Advisory
and more

7. Sole® Financial

Industry: Financial Services

Location: Portland, Oregon

Website: solepaycard.com

Company Founded: 2004

Company Size: 51-200

Company Address: 1675 Southwest Marlow Avenue, Portland, Oregon, United States

Sole® Financial Contact Details

Name Title LinkedIn Phone Email
Chelsea Thornton Vice President Of Sales
Arnold Gomez Client Services Manager
Alex Ugarte Visa Paycard Specialist
Amanda Valenzuela Social Media And Content Manager
Dallas Harmon Business Development Manager
Dawn Koenninger Chief Financial Officer
William Malay Business Development Manager
Requires/Intent and 36 more Employees
Business Strategy & Growth Consulting
Portfolio Management
API Integration For FinTech
and more

8. Searchfunder.com

Industry: Financial Services

Location: Portland, Oregon

Website: searchfunder.com

Company Size: 1-10

Searchfunder.com Contact Details

Name Title LinkedIn Phone Email
Luke Tatone Founder And Chief Executive Officer
Requires/Intent
Marketing Services
Securities Trading & Brokerage
Fraud Detection & Prevention
and more

9. Transfer Online

Industry: Financial Services

Location: Portland, Oregon

Website: transferonline.com

Company Founded: 1999

Company Size: 11-50

Company Address: 512 Southeast Salmon Street, Portland, Oregon, United States

Transfer Online Contact Details

Name Title LinkedIn Phone Email
Anass Zolgami Software Developer
Bryan Cochran Director Of Operations
Carolyn Hall Account Executive
John Kubancik Account And Project Coordinator
Barbara Hughes Bookkeeper
Sarah Lewis Executive Assistant
Aleksandar Jovanovic Office Clerk
Requires/Intent and 2 more Employees
Automation & Workflow Optimization
Customer Relationship Management (CRM)
and more

10. Akt Cpas, Advisors, Consultants

Industry: Financial Services

Location: Portland, Oregon

Website: aktadvisors.com

Company Founded: 1973

Company Size: 11-50

Company Address: 5665 Southwest Meadows Road, Portland, Oregon, United States

Akt Cpas, Advisors, Consultants Contact Details

Name Title LinkedIn Phone Email
Mark Birge Partner
Mykim Tran Resource Manager
John Lauseng Chief Executive Officer
Tara Nunn Human Resources Manager
Heather Toller Senior Account Manager For Aldrich Benefits
Kellan Davis Audit Manager
Michael Moberg Tax Manager - Manufacturing Niche
Requires/Intent and 23 more Employees
Wealth Management
Banking & Payment Processing
HR & Talent Acquisition
Investment Advisory
Branding & Public Relations
and more

11. The Partners Group

Industry: Financial Services

Location: Portland, Oregon

Website: tpgrp.com

Company Founded: 1981

Company Size: 51-200

Company Address: 11850 Southwest 67th Avenue, Portland, Oregon, United States

The Partners Group Contact Details

Name Title LinkedIn Phone Email
Roderick Cruickshank President And Chief Executive Officer
Gary Alton Senior Vice President National Accounts
Geneva Stegemoller Wealth Management Consultant
Nichole Jett Implementation Team Lead
Chase Fettig Benefit Technology Account Manager
Michelle Gallardo Personal Insurance Advisor At The Partners Group
Noel Ganis Employee Benefits Account Manager
Requires/Intent and 14 more Employees
Financial Auditing & Reporting
Quality Control & Assurance
Banking & Payment Processing
Mergers & Acquisitions Advisory
Performance Tracking & KPI Analytics
and more

12. Mortgage Express

Industry: Financial Services

Location: Portland, Oregon

Website: mtgxps.com

Company Founded: 1999

Company Size: 51-200

Company Address: 10260 Southwest Greenburg Road, Portland, Oregon, United States

Mortgage Express Contact Details

Name Title LinkedIn Phone Email
Starr Don Senior Loan Officer, Builder Services
Jim Palazzolo Mortgage Loan Officer #307736
Christian Disney Loan Officer
Brianna Lindley Mortgage Loan Officer
Vinny Rodriguez Loan Officer Nmls #1246170
Ranae Loeb Mortgage Consultant
Jonathan Capellen Loan Officer
Requires/Intent and 70 more Employees
Debt Collection & Recovery
Mortgage & Loan Processing
Hedge Fund & Private Equity Consulting
Performance Tracking & KPI Analytics
API Integration For FinTech
and more

13. Arnerich Massena, Inc

Industry: Financial Services

Location: Portland, Oregon

Website: am-a.com

Company Founded: 1991

Company Size: 51-200

Company Address: 2045 Northeast Martin Luther King Jr Boulevard, Portland, Oregon, United States

Arnerich Massena, Inc Contact Details

Name Title LinkedIn Phone Email
Bryan Shipley Co-ceo
Melody Behnke Senior Investment Advisor
Chris Van Institutional Advisor
James Ellis Senior Investment Consultant
Ben Larsen Research Analyst Ii
Dorothy Bottini Performance Measurement Analyst
Ben Larsen Research Analyst Ii
Requires/Intent and 23 more Employees
Compliance & Regulatory Advisory
Business Strategy & Growth Consulting
Customer Relationship Management (CRM)
Cybersecurity & Data Protection
and more

14. Indinero

Industry: Financial Services

Location: Portland, Oregon

Website: indinero.com

Company Founded: 2009

Company Size: 51-200

Company Address: 421 Southwest 6th Avenue, Portland, Oregon, United States

Indinero Contact Details

Name Title LinkedIn Phone Email
Corey White Engagement Manager
Tyson Yoon Regional Director
Tom Gabbert Vice President Operations
Wouter Osinga Assistant Controller
Jeff Good Chief Financial Officer
Beth Speckman Talent Acquisition Manager
Madison Yeazel Account Manager
Requires/Intent and 8 more Employees
Customer Relationship Management (CRM)
Sales & Lead Generation Strategy
Branding & Public Relations
Tax Planning & Strategy
and more

15. Charter School Capital, Inc.

Industry: Financial Services

Location: Portland, Oregon

Company Founded: 2006

Company Size: 51-200

Charter School Capital, Inc. Contact Details

Name Title LinkedIn Phone Email
Shannon Schrecengost Inside Sales Manager
Kaitlyn Frangipane Senior Accounting Manager
Brittini Smith Marketing Operations Manager
Thomas Alberini Acquisitions And Underwriting Manager
Mike Robinson Client Service Representative
Drew Mcmahen Senior Director Of Business Development
Matt Percin Director Of Financial Analysis And Risk
Requires/Intent and 20 more Employees
Asset Management
Marketing Services
Debt Collection & Recovery
and more

16. Kimsa Total Wealth

Industry: Financial Services

Location: Portland, Oregon

Website: kimsawealth.com

Company Founded: 2017

Company Size: 1-10

Company Address: 13190 Southwest 68th Parkway, Portland, Oregon, United States

Kimsa Total Wealth Contact Details

Name Title LinkedIn Phone Email
Luke Adams Marketing Director - Kimsa
Scott Berry Manager
Michael Carta Director Of Insurance
Scott Berry Advisor
John Pereira Financial Services Representative
Requires/Intent
Omnichannel Customer Support
Quality Control & Assurance
Loan Origination & Servicing Platforms
Marketing Services
Sales & Lead Generation Strategy
and more

17. Confluence Wealth Management

Industry: Financial Services

Location: Portland, Oregon

Website: confluencewealth.com

Company Founded: 2011

Company Size: 11-50

Company Address: 1211 Southwest 5th Avenue, Portland, Oregon, United States

Confluence Wealth Management Contact Details

Name Title LinkedIn Phone Email
Katherine Phillips Asso Wealth Advisor
Cfpâ Katherine Phillips Asso Wealth Advisor
Chris Sittner Tax And Financial Planning Analyst
Kathleen Kee Chief Executive Officer
Rick Schmidt Financial Advisor
Bryan Smith Partner
Jason Lawton Partner
Requires/Intent and 3 more Employees
ESG & Sustainable Finance Consulting
Cybersecurity & Data Protection
and more

18. Finity Group, Llc ®

Industry: Financial Services

Location: Portland, Oregon

Website: thefinitygroup.com

Company Size: 11-50

Company Address: 4380 South Macadam Avenue, Portland, Oregon, United States

Finity Group, Llc ® Contact Details

Name Title LinkedIn Phone Email
Jeff Standish Financial Associate
Hayden Peterson Financial Advisor
John Neri Wealth Management Advisor
Evan Connell Associate
Cole Kimball Chief Investment Officer, Financial Advisor
Justin Fukuhara Investment Department Assistant
Amanda Doyle Vice President Of Operations
Requires/Intent and 12 more Employees
Asset Management
Financial Auditing & Reporting
Risk Assessment & Mitigation
and more

19. Bumped Inc

Industry: Financial Services

Location: Portland, Oregon

Website: bumped.com

Company Founded: 2017

Company Size: 11-50

Bumped Inc Contact Details

Name Title LinkedIn Phone Email
David Nelsen Chief Executive Officer And Founder
Dave Merriwether Chief Product Officer
Skye Selbiger Senior Product Designer
Kenny Grimes Vice President Of Operations
Elizabeth Stignei Executive Assistant
Carly Thelander Software Engineer
Jessica Hughes Product Support Lead
Requires/Intent and 2 more Employees
Compliance & Regulatory Advisory
Financial Auditing & Reporting
and more

20. Equilibrium Capital

Industry: Financial Services

Location: Portland, Oregon

Website: eq-cap.com

Company Founded: 2008

Company Size: 11-50

Company Address: 415 Northwest 11th Avenue, Portland, Oregon, United States

Equilibrium Capital Contact Details

Name Title LinkedIn Phone Email
Raimund Grube Principal
Gavin Haladay Vice President
Damon Yuzon Principal
Tony Konen Junior Accountant
Michaele Gobel Vice President Finance
Dasha Maletis Senior Accountant
Tracy Barlow Infrastructure And Human Resources Administrator
Requires/Intent and 4 more Employees
Automation & Workflow Optimization
Insurance & Underwriting Services
Corporate Finance Strategy
Cybersecurity & Data Protection
and more

21. Gregory Funding

Industry: Financial Services

Location: Portland, Oregon

Website: gregoryfunding.com

Company Founded: 1994

Company Size: 51-200

Company Address: P/o Box 25430, Portland, Oregon, United States

Gregory Funding Contact Details

Name Title LinkedIn Phone Email
Marcus Lofftus-brown Reo Manager
Breana Whittington Insurance Analyst
Yoram Ariel Software Developer
Requires/Intent
Debt Collection & Recovery
Investment Advisory
Treasury & Cash Flow Management
Sales & Lead Generation Strategy
Banking & Payment Processing
and more

22. Cable Hill Partners

Industry: Financial Services

Location: Portland, Oregon

Website: cablehill.com

Company Founded: 2014

Company Size: 11-50

Company Address: 1155 Southwest Morrison Street, Portland, Oregon, United States

Cable Hill Partners Contact Details

Name Title LinkedIn Phone Email
Cara Miller Relationship Manager
Alan Ford Lead Advisor And Business Development
Shelby Desiervo Financial Advisor
Crpsâ Shelby Desiervo Financial Advisor
Hill David Christian Founding Partner, Managing Director
Hill Shelby Gatewood Relationship Manager
Susan Watson Director Of Human Resources And Operations, Chief Creative Officer
Requires/Intent and 6 more Employees
Business Strategy & Growth Consulting
Loan Origination & Servicing Platforms
Hedge Fund & Private Equity Consulting
Marketing Services
and more

23. Seedpay

Industry: Financial Services

Location: Portland, Oregon

Website: seedpay.com

Company Founded: 2017

Company Size: 1-10

Company Address: 1615 Southeast 33rd Avenue, Portland, Oregon, United States

Seedpay Contact Details

Name Title LinkedIn Phone Email
Amy Pearl Director Of Community Development
Bryan Joseph Director, Technology
Requires/Intent
Legal Compliance & Advisory
Insurance & Underwriting Services
Accounting Services
Digital Payment & Subscription Solutions
and more

24. Mcgee Wealth Management

Industry: Financial Services

Location: Portland, Oregon

Website: mcgeewm.com

Company Founded: 1983

Company Size: 11-50

Company Address: 12455 Southwest 68th Avenue, Portland, Oregon, United States

Mcgee Wealth Management Contact Details

Name Title LinkedIn Phone Email
Sarah Berry Vice President, Director Of Business Development, Wealth Manager
Linette Dobbins President | Chief Creative Officer | Co-owner
Jennifer Gutridge Executive Vice President
Joel Schierman Financial Paraplanner
Erin Larsen Investment Operations And Branch Professional
Michon Mccabe Client Service Associate And Branch Professional
Requires/Intent
Cybersecurity & Data Protection
Insurance & Underwriting Services
Compliance & Regulatory Advisory
Omnichannel Customer Support
and more

25. Left Coast Financial Solutions

Industry: Financial Services

Location: Portland, Oregon

Website: leftcoastfs.com

Company Founded: 2016

Company Size: 1-10

Company Address: 920 Southwest 6th Avenue, Portland, Oregon, United States

Left Coast Financial Solutions Contact Details

Name Title LinkedIn Phone Email
Zachery Taylor Account Services
Daniel Herrington Chief Operating Officer
Requires/Intent
Corporate Finance Strategy
Performance Tracking & KPI Analytics
Automation & Workflow Optimization
ESG & Sustainable Finance Consulting
and more

26. Allen Trust Company

Industry: Financial Services

Location: Portland, Oregon

Website: allentrust.com

Company Founded: 2001

Company Size: 11-50

Company Address: 121 Southwest Morrison Street, Portland, Oregon, United States

Allen Trust Company Contact Details

Name Title LinkedIn Phone Email
Stuart Allen President And Chief Executive Officer
Parker Gallagher Assistant Portfolio Manager And Tax Specialist
Sarah Allen Director
Tara Hendison Principal, Executive Vice President
M Kate Mcginn Assistant Trust Officer
Stephen Paul Tax Director And Assistant Portfolio Manager
Andreas Steven Chief Operating Officer
Requires/Intent and 3 more Employees
Data Analytics & Business Intelligence
Marketing Services
Insurance & Underwriting Services
and more

27. Loanstar Home Lending

Industry: Financial Services

Location: Portland, Oregon

Website: goloanstar.com

Company Founded: 2013

Company Size: 201-500

Company Address: 9020 Southwest Washington Square Road, Portland, Oregon, United States

Loanstar Home Lending Contact Details

Name Title LinkedIn Phone Email
Nina Kirby Loan Officer At Loanstar Home Lending
Binh Le Closing Manager
John Johnson Mortgage Loan Originator - Nmls 1247543
Nolwenn Mandrou Processing Assistant
Eric Baldwin Loan Officer
Kelva Stroud Closing Manager
Nichole Kenny Senior Loan Officer
Requires/Intent and 26 more Employees
AI-powered Financial Insights
Branding & Public Relations
Treasury & Cash Flow Management
Banking & Payment Processing
Cloud Computing Solutions
and more

28. Norris, Beggs & Simpson

Industry: Financial Services

Location: Portland, Oregon

Website: nbscollc.com

Company Founded: 1932

Company Size: 11-50

Company Address: 121 Southwest Morrison, Portland, Oregon, United States

Norris, Beggs & Simpson Contact Details

Name Title LinkedIn Phone Email
Jan Robertson Chief Operating Officer
H.roger Qualman Principal
Randy Young Director Of Corporate Services At Nai Norris Beggs And Simpson
Scott Pierce Real Estate Broker
Tammie Rose Property Management Assistant
John Medak Senior Vice President At Norris, Beggs And Simpson
Stephanie Macpherson Commercial Property Manager
Requires/Intent and 28 more Employees
Business Strategy & Growth Consulting
Branding & Public Relations
Sales & Lead Generation Strategy
Debt Collection & Recovery
Online Advertising & SEO
and more

29. American Equipment Financial Services

Industry: Financial Services

Location: Portland, Oregon

Website: americanefs.com

Company Founded: 1990

Company Size: 11-50

American Equipment Financial Services Contact Details

Name Title LinkedIn Phone Email
Derek Anniston Director Of Operations, Clfp, President
Requires/Intent
Sales & Lead Generation Strategy
Insurance & Underwriting Services
Debt Collection & Recovery
Financial Auditing & Reporting
Cybersecurity & Data Protection
and more

30. Somerset Wealth Strategies

Industry: Financial Services

Location: Portland, Oregon

Website: somersetwealthstrategies.com

Company Founded: 1997

Company Size: 11-50

Company Address: 4600 South West Kelly Avenue, Portland, Oregon, United States

Somerset Wealth Strategies Contact Details

Name Title LinkedIn Phone Email
Thomas Hamlin Chief Executive Officer And Founder
Jackson Schwarz Financial Advisor
Scott Sadar CfpÂ
Megan Odermatt Executive Assistant To Chief Executive Officer And Assistant Office Manager
Kristen Odermatt Executive Assistant And Office Manager
Maggie Mercer Social Media Marketing
Meagan Sinniger Compliance And Operations Specialist
Requires/Intent
Technology Consulting
Legal Compliance & Advisory
and more

31. Hyas Group, Llc

Industry: Financial Services

Location: Portland, Oregon

Website: hyasgroup.com

Company Founded: 2008

Company Size: 11-50

Hyas Group, Llc Contact Details

Name Title LinkedIn Phone Email
Audrey White Senior Consultant
Ted Grigsby Senior Consultant
Rasch Cousineau Senior Consultant
Matt Morganroth Analyst
Jayson Davidson Managing Partner At Hyas Group
Christy Bennett Accounting And Human Resources Administrator
Geoff Hildreth Analyst
Requires/Intent and 5 more Employees
API Integration For FinTech
Risk Management & Compliance
Sales & Lead Generation Strategy
Cloud Computing Solutions
and more

32. Umpqua Investments, Inc.

Industry: Financial Services

Location: Portland, Oregon

Website: umpquainvestments.com

Company Founded: 1928

Company Size: 51-200

Company Address: 1 Southwest Columbia Street, Portland, Oregon, United States

Umpqua Investments, Inc. Contact Details

Name Title LinkedIn Phone Email
Michael Mcgarry Financial Advisor
Justin Lindsey Vice President - Investments, Private Wealth Advisor, Financial Advisor
Melissa Heikkinen Accounting Specialist
Brian Joelson Vice President - Investments
Duane Rodewald Senior Vice President-investments
Heather Anderson Vice President And Operations Principal
Tinh Nguyen Vice President - Investments
Requires/Intent and 9 more Employees
Credit Rating & Analysis
Risk Management & Compliance
Performance Tracking & KPI Analytics
and more

33. Sortis Holdings, Inc.

Industry: Financial Services

Location: Portland, Oregon

Website: sortisholdings.com

Company Founded: 2003

Company Size: 11-50

Company Address: 9 Southeast 3rd Avenue, Portland, Oregon, United States

Sortis Holdings, Inc. Contact Details

Name Title LinkedIn Phone Email
Michael Sander Senior Managing Director, Head Of Investor Relations And Strategic Planning
Sam Ross Vice President
Kristina Rosling Controller
Requires/Intent
ESG & Sustainable Finance Consulting
Financial Auditing & Reporting
AI-powered Financial Insights
Debt Collection & Recovery
Portfolio Management
and more

34. Nacm Northwest

Industry: Financial Services

Location: Portland, Oregon

Website: nacmnorthwest.org

Company Founded: 1896

Company Size: 11-50

Company Address: 7931 Northeast Halsey Street, Portland, Oregon, United States

Nacm Northwest Contact Details

Name Title LinkedIn Phone Email
Clara Nemeth Account Executive
Kristen Mcbride Industry Group Coordinator At Nacm Northwest
Kathy Linscott Vice President Sales And Service
Dennis Corey Collection Specialist
Shannon Abnal Group Services Manager - Data Contribution And Industry Groups
Amanda Garrick Graphic Designer
Nicole Lewis Customer Service Representative
Requires/Intent and 3 more Employees
Marketing Services
Risk Assessment & Mitigation
Branding & Public Relations
Digital Payment & Subscription Solutions
Securities Trading & Brokerage
and more

35. Multnomah Group, Inc.

Industry: Financial Services

Location: Portland, Oregon

Website: multnomahgroup.com

Company Founded: 2003

Company Size: 11-50

Company Address: 111 Southwest 5th Avenue, Portland, Oregon, United States

Multnomah Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Erik Daley Managing Principal
Candace Howell Retirement Plan Analyst
Scott Cameron Principal At Multnomah Group, Inc
Jennifer Tamayo Office Coordinator
Tina Beltrone Senior Investment Analyst
Megan Hill Lead Retirement Plan Analyst
Caryn Sanchez Investment Analyst
Requires/Intent
AI-powered Financial Insights
Sales & Lead Generation Strategy
Document Management & E-signature Solutions
and more

36. New Credit America

Industry: Financial Services

Location: Portland, Oregon

Website: newcreditamerica.com

Company Founded: 2014

Company Size: 51-200

Company Address: 811 Southwest Naito Parkway, Portland, Oregon, United States

New Credit America Contact Details

Name Title LinkedIn Phone Email
Justin Bates Senior Director Of Operations
Dollie Spinks Payment Success Specialist
Rebekah Turner-wong Vice President, Sales And Marketing
Ryan Bonnie Product Specialist
Andrea Sargeant Licensing And Regulatory Project Manager
Melissa Montarbo Account Executive
Rick Aquino Loan Officer
Requires/Intent and 7 more Employees
Tax Planning & Strategy
Fraud Detection & Prevention
Sales & Lead Generation Strategy
Business Strategy & Growth Consulting
and more

37. Higley Financial

Industry: Financial Services

Location: Portland, Oregon

Website: higleyfinancial.com

Company Founded: 2018

Company Size: 1-10

Company Address: 4804 Northwest Bethany Boulevard, Portland, Oregon, United States

Higley Financial Contact Details

Name Title LinkedIn Phone Email
Nqpa Shawn O Higley President And Owner
Shawn Higley President And Co-owner
Requires/Intent
Accounting Services
Portfolio Management
Business Strategy & Growth Consulting
and more

38. Cascadia Wealth Management

Industry: Financial Services

Location: Portland, Oregon

Website: cascadiawm.com

Company Founded: 1998

Company Size: 11-50

Company Address: 8050 Southwest Pfaffle Street, Portland, Oregon, United States

Cascadia Wealth Management Contact Details

Name Title LinkedIn Phone Email
Susan Schwarz Investment Advisor Representative
Greg Bowen Financial Advisor | Managing Principal
Kyong Porreco Director Of Client Services
Natalie Smith Operations Coordinator
Eric Adler Financial Planner
Bill Cfpâ Investment Advisor, Certified Financial Planner
Eric Evans Financial Advisor
Requires/Intent and 5 more Employees
Mortgage & Loan Processing
Performance Tracking & KPI Analytics
Hedge Fund & Private Equity Consulting
Asset Management
Data Analytics & Business Intelligence
and more

39. Pacific Nw Federal Credit Union

Industry: Financial Services

Location: Portland, Oregon

Website: pnwfcu.org

Company Founded: 1942

Company Size: 51-200

Company Address: 12005 Northeast Erin Way, Portland, Oregon, United States

Pacific Nw Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Ryan Olsen Consumer Loan Manager
Thomas Griffith Chief Executive Officer
Sabrina Lukowicz Ebranch Manager
Annie Spencer Accounting Manager, Interim
Dana Eaton Vice President Marketing And Member Services
Diane Calvin Senior Vice President And Chief Lending Officer
Brad Heinrichs System Network Administrator
Requires/Intent and 3 more Employees
Legal Compliance & Advisory
Corporate Finance Strategy
Data Analytics & Business Intelligence
Employee Training & Workforce Development
Cloud Computing Solutions
and more

40. M Benefit Solutions

Industry: Financial Services

Location: Portland, Oregon

Website: mben.com

Company Founded: 1962

Company Size: 51-200

Company Address: 1125 Northwest Couch Street, Portland, Oregon, United States

M Benefit Solutions Contact Details

Name Title LinkedIn Phone Email
Ronnie Phin Senior Associate, Client Administration
Ian Macleod Financial Associate
Kevin Segal Vice President
Lynn Butkus Vice President And Manager, Client Administration
Scott Van Blarcom Client Relationship Manager
Jessica Dobson Contracted Administrative Associate
Andy Fogg Senior Associate
Requires/Intent and 12 more Employees
Performance Tracking & KPI Analytics
Compliance & Regulatory Advisory
AI-powered Financial Insights
and more

41. Tru Independence

Industry: Financial Services

Location: Portland, Oregon

Website: tru-ind.com

Company Founded: 2014

Company Size: 11-50

Company Address: 15350 Southwest Sequoia Parkway, Portland, Oregon, United States

Tru Independence Contact Details

Name Title LinkedIn Phone Email
Craig Stuvland President And Chief Executive Officer
Brett Stuvland Senior Operations Associate
Miles Lewis Senior Operations Associate
Stacy Sizemore Chief Compliance Officer
Madeline Gambino Front Desk
Ryan Congdon Director Of Operations
Tami Martin Managing Director
Requires/Intent and 2 more Employees
Marketing Services
Data Analytics & Business Intelligence
Credit Rating & Analysis
Treasury & Cash Flow Management
and more

42. Ira Advantage, Llc

Industry: Financial Services

Location: Portland, Oregon

Website: iraadvantage.net

Company Founded: 2008

Company Size: 1-10

Company Address: 10220 Southwest Greenburg Road, Portland, Oregon, United States

Ira Advantage, Llc Contact Details

Name Title LinkedIn Phone Email
David Moore Owner
Cassie Amick Ira Account Facilitator
Lisa Pernini Manager
Henan Abdulhalim Secretary
Requires/Intent
Legal Compliance & Advisory
Financial Auditing & Reporting
and more

43. Smith + Crown

Industry: Financial Services

Location: Portland, Oregon

Website: smithandcrown.com

Company Founded: 2015

Company Size: 1-10

Smith + Crown Contact Details

Name Title LinkedIn Phone Email
Matt Slayton Director Of Portland Operations
Jake Rapaport Researcher
Brant Downes Research Analyst
Brian Morrill Sales
Requires/Intent
Marketing Services
Tax Planning & Strategy
Mortgage & Loan Processing
Sales & Lead Generation Strategy
Corporate Finance Strategy
and more

44. Inworks

Industry: Financial Services

Location: Portland, Oregon

Website: inworks.com

Company Size: 11-50

Inworks Contact Details

Name Title LinkedIn Phone Email
David Salazar Vice President Of Business Development
David Salazar Vice President Of Business Development
Requires/Intent
AI-powered Financial Insights
Omnichannel Customer Support
Business Strategy & Growth Consulting
IoT-enabled Smart Banking Solutions
Online Advertising & SEO
and more

45. River Capital Pdx

Industry: Financial Services

Location: Portland, Oregon

Website: rivercapitalpdx.com

Company Founded: 2010

Company Size: 1-10

Company Address: 1355 Northwest Everett Street, Portland, Oregon, United States

River Capital Pdx Contact Details

Name Title LinkedIn Phone Email
Michael Knapp Owner
Requires/Intent
Corporate Finance Strategy
Tax Planning & Strategy
Marketing Services
and more

46. Variant Investments

Industry: Financial Services

Location: Portland, Oregon

Website: variantinvestments.com

Company Founded: 2017

Company Size: 1-10

Company Address: 10300 Southwest Greenburg Road, Portland, Oregon, United States

Variant Investments Contact Details

Name Title LinkedIn Phone Email
Jb Hayes Principal
Curt Fintel Principal
Requires/Intent
Risk Management & Compliance
Omnichannel Customer Support
Portfolio Management
and more

47. Wagner Communication Systems, Inc.

Industry: Financial Services

Location: Portland, Oregon

Website: wagnercommsystems.com

Company Founded: 2013

Company Size: 1-10

Wagner Communication Systems, Inc. Contact Details

Name Title LinkedIn Phone Email
Russell Derrickson Project Manager
Max Hewitt Intern
Requires/Intent
HR & Talent Acquisition
Hedge Fund & Private Equity Consulting
and more

48. Tenbridge Partners, Llc

Industry: Financial Services

Location: Portland, Oregon

Website: tenbridgepartners.com

Company Founded: 2011

Company Size: 1-10

Company Address: 806 Southwest Broadway, Portland, Oregon, United States

Tenbridge Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Phil Richman Associate Partner, CfpÂ
Libby Van Vleet Office Administrator
Skip Currier Executive Vice President
Sirra Anderson Office Administrator
Suzanna Mckirdie Senior Client Service Specialist
Requires/Intent
Automation & Workflow Optimization
Banking & Payment Processing
Technology Consulting
and more

49. Cogence Group Pc

Industry: Financial Services

Location: Portland, Oregon

Website: cogencegroup.com

Company Founded: 2006

Company Size: 1-10

Company Address: 935 Northwest Everett Street, Portland, Oregon, United States

Cogence Group Pc Contact Details

Name Title LinkedIn Phone Email
Abv Eli Neal Financial Forensics And Business Valuation Analyst
Erica Johnson Financial Forensics And Business Valuation Analyst
Megan Hoss Financial Forensics And Business Valuation Analyst
Abv Jay Sickler Principal
Arlynda Richmond Office Manager
Requires/Intent
Omnichannel Customer Support
Securities Trading & Brokerage
and more

50. Davis Selected Advisors

Industry: Financial Services

Location: Portland, Oregon

Company Size: 51-200

Company Address: 1500 Southwest Mitchell Street, Portland, Oregon, United States

Davis Selected Advisors Contact Details

Name Title LinkedIn Phone Email
Magdalene Dow Isp
Liz Walter Database Administrator
Stephanie Balliet Administrative Assistant
Jon Franke Regional Representative Pacnorthwest
Kent Whitaker Energy Analyst
Ilia Geronov Senior Regional Representative Nyc Territory
Carrie Kennington Senior Fund Reporting Liaison
Requires/Intent and 6 more Employees
Cybersecurity & Data Protection
Mergers & Acquisitions Advisory
ERP For Financial Institutions
Automation & Workflow Optimization
Treasury & Cash Flow Management
and more

51. United Fund Advisors

Industry: Financial Services

Location: Portland, Oregon

Website: unitedfundadvisors.com

Company Size: 11-50

Company Address: 1455 Northwest Irving Street, Portland, Oregon, United States

United Fund Advisors Contact Details

Name Title LinkedIn Phone Email
Emily Rimar Portfolio Manager
Tessa Judge Operations Assistant
Juneho Kim Director Of Investments
Carl Talton Executive Chairman
Stephen Brooks Compliance Officer
Requires/Intent
Corporate Finance Strategy
Quality Control & Assurance
and more

52. Cfg Wealth Management

Industry: Financial Services

Location: Portland, Oregon

Website: cfgwealth.com

Company Founded: 2007

Company Size: 1-10

Company Address: 8440 Southwest Canyon Lane, Portland, Oregon, United States

Cfg Wealth Management Contact Details

Name Title LinkedIn Phone Email
Christopher Goetz Partner
Rhianna Larson Client Relationship Manager
Jennifer Brown Client Relationship Manager
Maddy Hisle Client Services
Rachael Wolfe Client Implementation Manager
Brian Mclilly Income Specialist
Calvin Tuhy Client Service Assistant
Requires/Intent
Performance Tracking & KPI Analytics
Quality Control & Assurance
Omnichannel Customer Support
ESG & Sustainable Finance Consulting
and more

53. The H Group, Inc.

Industry: Financial Services

Location: Portland, Oregon

Website: thehgroup.com

Company Founded: 1990

Company Size: 11-50

Company Address: 3395 Southwest Garden View Avenue, Portland, Oregon, United States

The H Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Fred King Certified Financial Planner
Brenna Baucum Lead Advisor
Larry Hanslits Certified Financial Planner
Katherine Suchan Certified Financial Planner
Thomas Timberg Certified Financial Planning Professional
Michael Somers Certified Financial Planner Professional
Hank Zewald Financial Advisor
Requires/Intent
Customer Relationship Management (CRM)
Mergers & Acquisitions Advisory
and more

54. Allium Financial Advisors, Llc

Industry: Financial Services

Location: Portland, Oregon

Website: alliumfinancial.com

Company Founded: 2016

Company Size: 1-10

Company Address: 15350 Southwest Sequoia Parkway, Portland, Oregon, United States

Allium Financial Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Bob Noack Senior Investment Advisor
Stephanie Fagerstrom Client Relationship Manager
Carmen Ralls Senior Relationship Associate
Requires/Intent
Employee Training & Workforce Development
Portfolio Management
Loan Origination & Servicing Platforms
Banking & Payment Processing
and more

55. Employee Benefit Design, Inc

Industry: Financial Services

Location: Portland, Oregon

Website: ebdi.net

Company Size: 1-10

Employee Benefit Design, Inc Contact Details

Name Title LinkedIn Phone Email
Torrey Amstutz Employee Benefits Coach
Kimberlee Stephens Account Manager
Requires/Intent
Performance Tracking & KPI Analytics
Business Strategy & Growth Consulting
Credit Rating & Analysis
and more

56. Capital M Lending

Industry: Financial Services

Location: Portland, Oregon

Website: capitalmlending.com

Company Founded: 2006

Company Size: 11-50

Company Address: 209 Southwest Oak Street, Portland, Oregon, United States

Capital M Lending Contact Details

Name Title LinkedIn Phone Email
Michael Sullivan Owner
Aaron Nawrocki Loan Officer
Karri Boyd Loan Officer
Wendy Kramer Office Manager
Rosa Horner Loan Processor
Requires/Intent
Mobile App Development For Financial Services
Cybersecurity & Data Protection
Blockchain & Cryptocurrency Solutions
and more

57. Columbia Trust Company

Industry: Financial Services

Location: Portland, Oregon

Website: columbiatrustcompany.com

Company Founded: 1966

Company Size: 11-50

Company Address: 805 Southwest Broadway, Portland, Oregon, United States

Columbia Trust Company Contact Details

Name Title LinkedIn Phone Email
Stuart Robertson Portfolio Manager, Assistant Vice President
Debbie Jensen Vice President And Trust Team Lead
Helen Robinson Vice President And Trust Relationship Manager
Lori Barker Trust Relationship Specialist
Michael Lawrence Investment Analyst Ii
Gillian Eubanks Avp, Trust Relationship Manager
Julie Gerig Trust Operations Manager, Vice President
Requires/Intent and 1 more Employees
ERP For Financial Institutions
Hedge Fund & Private Equity Consulting
Customer Relationship Management (CRM)
Technology Consulting
and more

58. Cu Business Group

Industry: Financial Services

Location: Portland, Oregon

Website: cubg.org

Company Founded: 2002

Company Size: 11-50

Company Address: 9600 Northeast Cascades Parkway, Portland, Oregon, United States

Cu Business Group Contact Details

Name Title LinkedIn Phone Email
Randall Smith Assistant Vice President And Commercial Loan Officer
Nigel Ramoz-leslie Assistant Vice President Credit Analyst Team Lead
Mitchell Locke Commercial Credit Analyst Ii And Underwriter
Nick Reynolds Credit Services Manager
Angie Correa Assistant Vice President And Marketing
Kenneth Imse Vice President And Senior Business Loan Officer
Sydney Sander Commercial Credit Analyst
Requires/Intent and 7 more Employees
Employee Training & Workforce Development
Credit Rating & Analysis
ESG & Sustainable Finance Consulting
AI-powered Financial Insights
Financial Planning & Retirement Solutions
and more

59. Morones Analytics, Llc

Industry: Financial Services

Location: Portland, Oregon

Website: moronesanalytics.com

Company Founded: 2002

Company Size: 1-10

Company Address: 625 Southwest Broadway, Portland, Oregon, United States

Morones Analytics, Llc Contact Details

Name Title LinkedIn Phone Email
Brent Boutwell Director Of Client Services
Abv Jennifer Prager Director
Abv Jennifer Murphy Managing Director
Jeff Cone Forensic Data Consultant
Aiden Morrissey Manager
Requires/Intent
Tax Planning & Strategy
Mortgage & Loan Processing
and more

60. Danos Capital, Llc

Industry: Financial Services

Location: Portland, Oregon

Website: danoscapital.com

Company Founded: 2018

Company Size: 1-10

Company Address: 10300 Southwest Greenburg Road, Portland, Oregon, United States

Danos Capital, Llc Contact Details

Name Title LinkedIn Phone Email
Ken Han Chief Executive Officer And Mortgage Advisor
Requires/Intent
API Integration For FinTech
Financial Auditing & Reporting
Technology Consulting
and more

61. Frazier Wealth Management Llc

Industry: Financial Services

Location: Portland, Oregon

Website: frazierwm.com

Company Size: 1-10

Company Address: 4020 Northeast Fremont Street, Portland, Oregon, United States

Frazier Wealth Management Llc Contact Details

Name Title LinkedIn Phone Email
Andrew Frazier Wealth Advisor
Greg Kimura Wealth Advisor
Requires/Intent
Corporate Finance Strategy
Compliance & Regulatory Advisory
Blockchain & Cryptocurrency Solutions
Insurance & Underwriting Services
and more

62. Network For Oregon Affordable Housing

Industry: Financial Services

Location: Portland, Oregon

Website: noah-housing.org

Company Founded: 1990

Company Size: 11-50

Company Address: 1020 Southwest Taylor, Portland, Oregon, United States

Network For Oregon Affordable Housing Contact Details

Name Title LinkedIn Phone Email
Brian Stewart Chair Of The Board Of Directors
Ann Remmers Director Of Lending
Rob Prasch Preservation Director
Michelle Bilderback Assistant Vice President
Requires/Intent
Performance Tracking & KPI Analytics
Technology Consulting
Portfolio Management
and more

63. Preisz Financial

Industry: Financial Services

Location: Portland, Oregon

Website: preisz.com

Company Founded: 1991

Company Size: 11-50

Company Address: 4525 Southwest Condor Avenue, Portland, Oregon, United States

Preisz Financial Contact Details

Name Title LinkedIn Phone Email
Geoff Laroche Financial Advisor
Tom Davenport Chief Investment Officer, Shareholder
Robert Beswick Financial Advisor
Patricia Zimmerman Group Benefits Manager
Lesley Woods Advisor Support Specialist
Requires/Intent
Risk Management & Compliance
Performance Tracking & KPI Analytics
Fraud Detection & Prevention
and more

64. Blue Water Wealth, Inc.

Industry: Financial Services

Location: Portland, Oregon

Website: bluewaterwealth.com

Company Founded: 2012

Company Size: 1-10

Company Address: 9755 Southwest Barnes Road, Portland, Oregon, United States

Blue Water Wealth, Inc. Contact Details

Name Title LinkedIn Phone Email
Linda Rutledge Financial Advisor At Blue Water Wealth
Megan Rice Sri Analyst
Hayley Haslett Financial Planning Associate
Nancy Congdon President And Lead Advisor
Requires/Intent
Blockchain & Cryptocurrency Solutions
Branding & Public Relations
Debt Collection & Recovery
Document Management & E-signature Solutions
Data Analytics & Business Intelligence
and more

65. Hines Warner Wealth Management

Industry: Financial Services

Location: Portland, Oregon

Website: hineswarner.com

Company Size: 1-10

Company Address: 1500 Southwest First Avenue, Portland, Oregon, United States

Hines Warner Wealth Management Contact Details

Name Title LinkedIn Phone Email
Greg Warner Principal, Wealth Advisor
Awma Earl Hines Principal, Wealth Advisor At Hines Warner - A Vista Wealth Management Company
Sarah Robinson Wealth Advisor
Sarah Robinson Senior Associate Advisor, Client Services Manager And Registered Paraplanner
Steve Eckhardt Financial Consultant
Requires/Intent
Debt Collection & Recovery
Securities Trading & Brokerage
Financial Forecasting & Modeling
and more

66. Alta Finance & Technology

Industry: Financial Services

Location: Portland, Oregon

Website: altafintech.com

Company Founded: 2005

Company Size: 1-10

Company Address: 2175 Northwest Raleigh Street, Portland, Oregon, United States

Alta Finance & Technology Contact Details

Name Title LinkedIn Phone Email
Charles Doud Co-founder
Requires/Intent
Financial Forecasting & Modeling
Online Advertising & SEO
and more

67. Encompass Wealth Advisors, Llc

Industry: Financial Services

Location: Portland, Oregon

Website: encompasswa.com

Company Founded: 2014

Company Size: 1-10

Company Address: 15350 Southwest Sequoia Parkway, Portland, Oregon, United States

Encompass Wealth Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Rick Conway Principal
Matt Yarbrough Financial Advisor
Brittany Abbott Manager
Ivanka Grepo Client Relationship Associate
Requires/Intent
HR & Talent Acquisition
Customer Relationship Management (CRM)
Document Management & E-signature Solutions
and more

68. Jgp Wealth Management

Industry: Financial Services

Location: Portland, Oregon

Website: jgpwealth.com

Company Size: 1-10

Company Address: 760 Southwest Ninth Avenue, Portland, Oregon, United States

Jgp Wealth Management Contact Details

Name Title LinkedIn Phone Email
Alex Nielsen Associate
Ryan Coffee Financial Planner
Ceri Cundiff Operations Team Leader
Shannon Jones Portfolio Manager
Joe Gross Managing Director- Investments
Requires/Intent
Wealth Management
Investment Advisory
Mortgage & Loan Processing
Digital Payment & Subscription Solutions
IoT-enabled Smart Banking Solutions
and more

69. Platinum Lending Solutions

Industry: Financial Services

Location: Portland, Oregon

Website: 222home.com

Company Founded: 2006

Company Size: 1-10

Platinum Lending Solutions Contact Details

Name Title LinkedIn Phone Email
Lisa Alves Mortgage Loan Originator
Mike Shirley Senior Loan Officer
Stacy Schlesinger President
Tom Mccarthy Mortgage Loan Processor
Jenn Miller Mortgage Loan Officer
Requires/Intent
Banking & Payment Processing
HR & Talent Acquisition
Employee Training & Workforce Development
Customer Relationship Management (CRM)
and more

70. Portfolio Financial Servicing Company

Industry: Financial Services

Location: Portland, Oregon

Website: pfsc.com

Company Founded: 1992

Company Size: 11-50

Company Address: 7303 Southeast Lake Road, Portland, Oregon, United States

Portfolio Financial Servicing Company Contact Details

Name Title LinkedIn Phone Email
Lynette Watkins Funding Supervisor
John Rosenlund Director--risk Management
Robin Mcfall Senior Helpdesk Technician
Kendra Kessler Backup Servicing And Investor Reporting
Wende Bly Senior Acct Analyst
Alejandra Souza Wire Transfer Specialist
Jill Thurley Tax Manager
Requires/Intent and 7 more Employees
Performance Tracking & KPI Analytics
Risk Assessment & Mitigation
Cloud Computing Solutions
Financial Planning & Retirement Solutions
Debt Collection & Recovery
and more

71. Evergreen Capital

Industry: Financial Services

Location: Portland, Oregon

Website: evergreencapitaladvisors.com

Company Size: 1-10

Evergreen Capital Contact Details

Name Title LinkedIn Phone Email
Aaron Hansen President At Tag And Return Llc And President
Jeff Shindler Vice President, Commercial Loan Originations
Requires/Intent
Wealth Management
Fraud Detection & Prevention
Marketing Services
Technology Consulting
Data Analytics & Business Intelligence
and more

72. Focuspoint Solutions

Industry: Financial Services

Location: Portland, Oregon

Website: focuspointsolutions.com

Company Founded: 2003

Company Size: 11-50

Company Address: 3395 Southwest Garden View Avenue, Portland, Oregon, United States

Focuspoint Solutions Contact Details

Name Title LinkedIn Phone Email
Chris Easton President-business Development And Marketing
Amy King Recruiter
Chad Grooms Senior Developer
Andrew Walsh Relationship Manager
Michael Whisenhunt Trading Manager
Josh Johnson Junior Systems Administrator
Delaine Triplitt Administrative Assistant
Requires/Intent and 1 more Employees
Employee Training & Workforce Development
Portfolio Management
Insurance & Underwriting Services
Omnichannel Customer Support
Customer Relationship Management (CRM)
and more

73. Psu Fma

Industry: Financial Services

Location: Portland, Oregon

Company Size: 1-10

Company Address: 615 Southwest Harrison Street, Portland, Oregon, United States

Psu Fma Contact Details

Name Title LinkedIn Phone Email
Isatou Barry Executive President
Requires/Intent
Tax Planning & Strategy
Cloud Computing Solutions
Technology Consulting
and more

74. Palladio Consulting Llc

Industry: Financial Services

Location: Portland, Oregon

Website: palladioplanning.com

Company Size: 1-10

Company Address: 5200 South Macadam Avenue, Portland, Oregon, United States

Palladio Consulting Llc Contact Details

Name Title LinkedIn Phone Email
Bobby Howell Director Of Client Services
Chsnc Connor Kavanaugh Managing Partner
Requires/Intent
ERP For Financial Institutions
AI-powered Financial Insights
Omnichannel Customer Support
and more

75. Nw Preferred Federal Credit Union

Industry: Financial Services

Location: Portland, Oregon

Website: mycreditunion.com

Company Founded: 1940

Company Size: 11-50

Company Address: 8950 Southwest Burnham Street, Portland, Oregon, United States

Nw Preferred Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Brooke Kollie Branding And Creative Coordinator, Cucme
Debbie Hailey Account Executive
Alisha Oliver Vice President Branch Operations
Theresa Fichtner Vice President Of Information Technology
Parrish Priest Commercial Loan Officer
Pam Barrett Support Services Manager
Jamie Nightingale Accounting Manager
Requires/Intent and 6 more Employees
Marketing Services
Sales & Lead Generation Strategy
Technology Consulting
Financial Planning & Retirement Solutions
and more

76. Western Collection Bureau Inc

Industry: Financial Services

Location: Portland, Oregon

Website: western-collections.com

Company Founded: 1979

Company Size: 11-50

Company Address: 7412 Southwest Beav Hills Highway, Portland, Oregon, United States

Western Collection Bureau Inc Contact Details

Name Title LinkedIn Phone Email
Jason Denney General Manager And Director Of Client Services
Joy Wadley Collector
Requires/Intent
Debt Collection & Recovery
IoT-enabled Smart Banking Solutions
Accounting Services
Document Management & E-signature Solutions
Quality Control & Assurance
and more

77. Bap - Epsilon Alpha

Industry: Financial Services

Location: Portland, Oregon

Website: bappdx.org

Company Founded: 1972

Company Size: 11-50

Bap - Epsilon Alpha Contact Details

Name Title LinkedIn Phone Email
Mustafa Alhashmi Vice President Of Marketing
Bap Alpha Honors Organization For Accounting And Finance
Requires/Intent
Business Strategy & Growth Consulting
Credit Rating & Analysis
Mobile App Development For Financial Services
and more

78. Steinberg Investment Group

Industry: Financial Services

Location: Portland, Oregon

Website: steinberginvestmentgroup.com

Company Size: 1-10

Company Address: 1 Southwest Columbia Street, Portland, Oregon, United States

Steinberg Investment Group Contact Details

Name Title LinkedIn Phone Email
Nw Robo Advisor
Requires/Intent
Risk Assessment & Mitigation
Accounting Services
Branding & Public Relations
and more

79. Deschutes Investment Consulting Llc

Industry: Financial Services

Location: Portland, Oregon

Website: deschutesinvestment.com

Company Founded: 1997

Company Size: 11-50

Company Address: 200 Southwest Market Street, Portland, Oregon, United States

Deschutes Investment Consulting Llc Contact Details

Name Title LinkedIn Phone Email
Laura Fallon-burns Investment Advisor Laura@deschutesinvestment.com
Macgregor Hall Chief Executive Officer
Aaron Buechel Financial Planner
Requires/Intent
Business Strategy & Growth Consulting
Customer Relationship Management (CRM)
Banking & Payment Processing
and more

80. Modernist Financial

Industry: Financial Services

Location: Portland, Oregon

Website: modernistfinancial.com

Company Founded: 2015

Company Size: 1-10

Company Address: 707 Southwest Washington Street, Portland, Oregon, United States

Modernist Financial Contact Details

Name Title LinkedIn Phone Email
Ekaterina Belskaya Director Of Operations
Jonas Merrill Associate Financial Planner
Tracy Rogers Ea
Requires/Intent
Financial Auditing & Reporting
Portfolio Management
Omnichannel Customer Support
and more

81. Premier Rps

Industry: Financial Services

Location: Portland, Oregon

Website: premierrps.com

Company Founded: 2001

Company Size: 11-50

Company Address: 25195 Southwest Parkway Avenue, Portland, Oregon, United States

Premier Rps Contact Details

Name Title LinkedIn Phone Email
Apa Darren Holsey Owner And Senior Plan Consultant
Michelle Siewell Owner And Executive Plan Consultant
Dianna Ray President
Marissa Hartwig Plan Analyst
Apa Ellen E. Moll Executive Plan Consultant
Mcfarlane Kendra Distribution Specialist
Cameron Abel Plan Analyst
Requires/Intent
Accounting Services
Compliance & Regulatory Advisory
Portfolio Management
Treasury & Cash Flow Management
and more

82. Lenz Financial Group

Industry: Financial Services

Location: Portland, Oregon

Website: lenzfinancial.com

Company Founded: 1988

Company Size: 11-50

Company Address: 5550 Southwest Macadam, Portland, Oregon, United States

Lenz Financial Group Contact Details

Name Title LinkedIn Phone Email
John Lenz Chief Executive Officer
Ben Davis Director Of Annuity Sales And Marketing
John Bellamy Life Insurance Specialist
Joy Healy Case Manager
Lee Whitaker Insurance Planning Consultant
Kris Carlson Impaired Risk Manager
Joy Wayland Case Manager
Requires/Intent and 1 more Employees
Financial Planning & Retirement Solutions
Risk Management & Compliance
Legal Compliance & Advisory
and more

83. Rosenbaum Financial

Industry: Financial Services

Location: Portland, Oregon

Website: rosenbaumfinancial.com

Company Founded: 1956

Company Size: 1-10

Company Address: 150 Southwest Harrison Street, Portland, Oregon, United States

Rosenbaum Financial Contact Details

Name Title LinkedIn Phone Email
Kim Rosenberg Managing Principal
Katherine Quick Senior Portfolio Administrator
Darin Sevier Senior Investment Manager
Kim Rosenberg Owner
Sara Rosenbaum Financial Planner And Insurance Broker
Requires/Intent
Mortgage & Loan Processing
Accounting Services
Risk Management & Compliance
Tax Planning & Strategy
Automation & Workflow Optimization
and more

84. Dexter Enterprises, Inc.

Industry: Financial Services

Location: Portland, Oregon

Website: haroldalfondfoundation.org

Company Founded: 1996

Company Size: 1-10

Company Address: 2 Monument Square, Portland, Oregon, United States

Dexter Enterprises, Inc. Contact Details

Name Title LinkedIn Phone Email
Rocco Spizuoco Investment Coordinator
Jarod Deanis Finance And Technology Manager
Gradette Hatala Program Officer And Grants Administrator
Requires/Intent
Portfolio Management
Data Analytics & Business Intelligence
Treasury & Cash Flow Management
Debt Collection & Recovery
Hedge Fund & Private Equity Consulting
and more

85. Broad River

Industry: Financial Services

Location: Portland, Oregon

Website: broadriver.us

Company Founded: 2009

Company Size: 11-50

Company Address: 11850 Southwest 67th Avenue, Portland, Oregon, United States

Broad River Contact Details

Name Title LinkedIn Phone Email
Brooke Gaab Employee Benefits Specialist
Linda Jaeger Financial Representative
Ryan Kozak Financial Representative Intern
Sean Callaway Financial Representative
Larry Henderson Financial Advocate And Broker
Requires/Intent
Tax Planning & Strategy
AI-powered Financial Insights
ERP For Financial Institutions
Portfolio Management
and more

86. Securus Payments

Industry: Financial Services

Location: Portland, Oregon

Website: securuspayments.com

Company Founded: 2009

Company Size: 51-200

Company Address: 7724 Southeast Aspen Summit Drive, Portland, Oregon, United States

Securus Payments Contact Details

Name Title LinkedIn Phone Email
Judd Furr Outside Sales Consultant
Victoria Perrine Recruiter
Securus Payments Founder
Securus Payments Founder
Helen Simpson Marketing Manager
Travis Strobel Account Executive
Josh Bushong Account Executive
Requires/Intent and 10 more Employees
API Integration For FinTech
Risk Management & Compliance
and more

87. Thimbleberry Financial

Industry: Financial Services

Location: Portland, Oregon

Website: thimbleberryfinancial.com

Company Founded: 2016

Company Size: 1-10

Company Address: 650 Northeast Holladay Street, Portland, Oregon, United States

Thimbleberry Financial Contact Details

Name Title LinkedIn Phone Email
Amy Walls President And Financial Advisor
Katherine Walzer Client Service Coordinator
Requires/Intent
Tax Planning & Strategy
Investment Advisory
and more

88. Denali Commercial Mortgage Nmls#1276463 Or Ml#5342

Industry: Financial Services

Location: Portland, Oregon

Website: denalimortgage.com

Company Founded: 2012

Company Size: 1-10

Denali Commercial Mortgage Nmls#1276463 Or Ml#5342 Contact Details

Name Title LinkedIn Phone Email
Randy Knipple Chief Executive Officer
Logan Greco Commercial Loan Officer
Requires/Intent
Quality Control & Assurance
IoT-enabled Smart Banking Solutions
Document Management & E-signature Solutions
and more

89. Northwest Capital Management, Inc.

Industry: Financial Services

Location: Portland, Oregon

Website: nwcm.com

Company Founded: 1998

Company Size: 11-50

Company Address: 13333 Southwest 68th Parkway, Portland, Oregon, United States

Northwest Capital Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Brent Petty President Of Advisory Services
Andrew Pence Plan Analyst
Thomas Resner Director Of Plan Operations
Requires/Intent
Hedge Fund & Private Equity Consulting
Debt Collection & Recovery
Loan Origination & Servicing Platforms
Sales & Lead Generation Strategy
Accounting Services
and more

90. Basis Point

Industry: Financial Services

Location: Portland, Oregon

Company Size: 1-10

Company Address: 1222 Southeast 7th Avenue, Portland, Oregon, United States

Basis Point Contact Details

Name Title LinkedIn Phone Email
Ed Fredenburgh Owner
Requires/Intent
Risk Assessment & Mitigation
Compliance & Regulatory Advisory
IoT-enabled Smart Banking Solutions
and more

91. Northwest Wealth Advisors

Industry: Financial Services

Location: Portland, Oregon

Company Size: 11-50

Company Address: 605 Southwest Taylors Ferry Road, Portland, Oregon, United States

Northwest Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Toby Weber Investment Advisor Representative
Mark Neil President
Requires/Intent
Accounting Services
Fraud Detection & Prevention
Insurance & Underwriting Services
and more

92. Zevez

Industry: Financial Services

Location: Portland, Oregon

Website: zevez.com

Company Founded: 2003

Company Size: 11-50

Company Address: 9115 Southwest Oleson Road, Portland, Oregon, United States

Zevez Contact Details

Name Title LinkedIn Phone Email
Kelly Wainwright Director Of Customer Success
Joe Graziano Chief Executive Officer
Requires/Intent
Asset Management
Digital Payment & Subscription Solutions
API Integration For FinTech
Loan Origination & Servicing Platforms
Marketing Services
and more

93. M Holdings Securities, Inc.

Industry: Financial Services

Location: Portland, Oregon

Company Size: 11-50

Company Address: 1125nw Couch Street, Portland, Oregon, United States

M Holdings Securities, Inc. Contact Details

Name Title LinkedIn Phone Email
David Maisel Compliance Officer And Manager
Cameron Walsh Manager, Client Operations
Terry Warren Compliance Support Specialist
Jason Hildebrant Supervisory Principal
Carrie Maerz Compliance Officer
Rooney Barker Registered Representative
Requires/Intent
Asset Management
Marketing Services
and more

94. Inman Financial Services

Industry: Financial Services

Location: Portland, Oregon

Website: inmanfinancial.com

Company Founded: 1990

Company Size: 1-10

Company Address: 12703 Southwest 67th Avenue, Portland, Oregon, United States

Inman Financial Services Contact Details

Name Title LinkedIn Phone Email
Laryssa Ryan Relationship Coordinator
Montanna Blevins Back Office Employee
Requires/Intent
Mergers & Acquisitions Advisory
Financial Auditing & Reporting
Omnichannel Customer Support
and more

95. Collaborative Financial Group

Industry: Financial Services

Location: Portland, Oregon

Company Founded: 2017

Company Size: 1-10

Collaborative Financial Group Contact Details

Name Title LinkedIn Phone Email
Jon Bebe Founder
Requires/Intent
Securities Trading & Brokerage
Online Advertising & SEO
Legal Compliance & Advisory
Technology Consulting
and more

96. Tac Associates

Industry: Financial Services

Location: Portland, Oregon

Company Size: 11-50

Company Address: 5936 Northwest Necanicum Way, Portland, Oregon, United States

Tac Associates Contact Details

Name Title LinkedIn Phone Email
Neil Calhoun Managing Director And Co-founder
Gerald Wocken Chief Operations Officer
Requires/Intent
Data Analytics & Business Intelligence
Financial Forecasting & Modeling
Mobile App Development For Financial Services
IoT-enabled Smart Banking Solutions
and more

97. Thompson Advisory Services, Llc

Industry: Financial Services

Location: Portland, Oregon

Website: thompson-advisory.com

Company Founded: 2009

Company Size: 1-10

Company Address: 3105 Southeast Clinton Street, Portland, Oregon, United States

Thompson Advisory Services, Llc Contact Details

Name Title LinkedIn Phone Email
Troy Thompson Fee-only Financial Planner
Requires/Intent
Cloud Computing Solutions
API Integration For FinTech
ESG & Sustainable Finance Consulting
and more

98. Nw Priority Credit Union

Industry: Financial Services

Location: Portland, Oregon

Website: nwprioritycu.org

Company Founded: 1928

Company Size: 1-10

Nw Priority Credit Union Contact Details

Name Title LinkedIn Phone Email
Shanil Prasad Branch Manager
Rose Del Campo Human Resources Manager
Heidi Sumption Title And Insurance Clerk
Robert Brown Loan Officer
Lizzeth Gongora Msr
Requires/Intent
Omnichannel Customer Support
Fraud Detection & Prevention
Legal Compliance & Advisory
Performance Tracking & KPI Analytics
and more

99. Usagencies Credit Union

Industry: Financial Services

Location: Portland, Oregon

Website: usacu.org

Company Founded: 1936

Company Size: 11-50

Company Address: 95 Southwest Taylor Street, Portland, Oregon, United States

Usagencies Credit Union Contact Details

Name Title LinkedIn Phone Email
Jim Lumpkin President And Chief Executive Officer
Lynn Voigt Member, Board Of Directors
Kathy Scholes Vice President And Chief Financial Officer
Jakari Smith Insurance Agent
Judy Meng Loan Department Supervisor
Jill Stamper Accounting Clerk
Requires/Intent
Asset Management
Marketing Services
and more

100. Duaneco

Industry: Financial Services

Location: Portland, Oregon

Website: duaneco.net

Company Founded: 2018

Company Size: 1-10

Company Address: 205 Southeast Spokane Street, Portland, Oregon, United States

Duaneco Contact Details

Name Title LinkedIn Phone Email
Duane Lamotte Director And Chief Executive Officer
Requires/Intent
AI-powered Financial Insights
Business Strategy & Growth Consulting
Banking & Payment Processing
Corporate Finance Strategy
and more
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Portland Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Steven Mcgonagle The Standard National Practice Leader Absence Management
2 Corina Gandenberger The Standard Senior Talent Acquisition Partner
3 Brad Weber The Standard Retirement Plan Consultant
4 Susan Bruechner The Standard Vice President And Chief Human Resources Officer
5 A.j Ijaz The Standard Vice President Of Retirement Plan Services
6 Adam Dooley The Standard Employee Benefits Consultant
7 David Knox The Standard Employee Benefits Sales Manager
8 Beau Riche M Financial Group Director Of Enterprise Data
9 Lauren Altemari M Financial Group Transitions Specialist
10 Kate Mueller M Financial Group Senior Graphic Designer
11 Shaunmarie Gutbezahl M Financial Group Vice President Of Marketing And Communications
12 Craig Shigeno M Financial Group Vice President, President Of M Financial Re And Chief Operating Officer Of M Financial Re
13 Kimberly Michaelson M Financial Group Executive Assistant To Rachel Livek, Vice President Human Resources And Shared Services
14 Jeff Struthers M Financial Group Director, M Insurance Solutions
15 David Redfield Premier Mortgage Resources Ccs
16 Kathy Kemper-zanck Premier Mortgage Resources Branch Manager And Senior Loan Officer - Nmls 255580
17 Cory Swain Premier Mortgage Resources Managing Partner
18 David Baker Premier Mortgage Resources Director Of Real Estate Partnerships
19 Kayla Kilpatrick Premier Mortgage Resources Transaction Coordinator, Loan Processor And Assistant To Mark Feller
20 Randall Francis Premier Mortgage Resources Mortgage Consultant And Lone Originator
21 Lane Lowry Premier Mortgage Resources Business Development Manager
22 Isaac Hines Sila Chief Operations Officer
23 Bruce Hohensee Sila Making Payments Should Be Easy, Ask Me How: Relationship Manager
24 Deepanshu Tyagi Sila Blockchain Developer
25 Shamir Karkal Sila Co-founder And Chief Executive Officer
26 Bruke Getachew Sila Support Manager
27 Anthony Mack Sila Senior Frontend Engineer
28 John Burk Sila Backend Engineer
29 Aaron Bledy Unitus Community Credit Union Payments Product Manager
30 Denise Stewart Unitus Community Credit Union Business Development Officer
31 Scott Bell Unitus Community Credit Union Chief Experience Officer
32 Michael Hansen Unitus Community Credit Union Assistant Vice President, Regional Branch Manager
33 Brian Devereux Unitus Community Credit Union Chief Lending Officer
34 Maod Gigi Gardner Unitus Community Credit Union Organizational Development Consulting And Coaching
35 Kimberly Howland Unitus Community Credit Union Senior Training And Development Specialist
36 Joe Schneid Aldrich Partner
37 Lucas Zettle Aldrich Chief Financial Officer
38 Tyler Conroy Aldrich Financial Paraplanner
39 Matthew Kanter Aldrich Tax Manager
40 Trent Hardin Aldrich Senior Associate Auditor

Financial Services companies in different cities of Oregon

No. Industry Number of Contacts Download
1 Financial services Companies in Lake Oswego 10672
2 Financial services Companies in Beaverton 3712
3 Financial services Companies in Eugene 3712
4 Financial services Companies in Bend 3248
5 Financial services Companies in Salem 2320
6 Financial services Companies in Medford 2784
7 Financial services Companies in Tigard 1856
8 Financial services Companies in Corvallis 1392
9 Financial services Companies in Clackamas 1392
10 Financial services Companies in Wilsonville 464
11 Financial services Companies in Hillsboro 1856
12 Financial services Companies in Mcminnville 1392
13 Financial services Companies in Gresham 928
14 Financial services Companies in Tualatin 1856