Top Portland, OR Financial Services Companies (31)
Apex is a market-leading, technologically independent software company that provides safe, frictionless digital execution, clearing, and storage for the global universe of investable assets. What drives us is creating independence that produces ownership of the data that is used to build community, increase financial literacy, and eliminate barriers to economic opportunities for the next generation of digital wealth creation. To do this, our team members live above just doing a job and are those who are building careers. We don’t merely complete tasks at Apex; we have a purpose to be realized. Our colleagues champion why we do what we do. We each strive to change the world and widen our impact with the breadth and depth of our client base and end investors.
Block, Inc. (NYSE: SQ) is a global technology company with a focus on financial services. Made up of Square, Cash App, Spiral, TIDAL, and TBD, we build tools to help more people access the economy. Square helps sellers run and grow their businesses with its integrated ecosystem of commerce solutions, business software, and banking services. With Cash App, anyone can easily send, spend, or invest their money in stocks or Bitcoin. Spiral (formerly Square Crypto) builds and funds free, open-source Bitcoin projects. Artists use TIDAL to help them succeed as entrepreneurs and connect more deeply with fans. TBD is building an open developer platform to make it easier to access Bitcoin and other blockchain technologies without having to go through an institution.
Initially built to take the pain out of peer-to-peer payments, Cash App has gone from a simple product with a single purpose to a dynamic app, bringing a better way to send, spend, invest, borrow and save to our millions of monthly active users. With a mission to redefine the world's relationship with money by making it more relatable, instantly available and universally accessible.
Hamilton Lane is an alternative investment management firm providing innovative private markets solutions to sophisticated investors around the world. The firm has been dedicated to private markets investing for more than two decades and currently has more than 470 employees operating in 18 offices throughout the U.S., Europe, Asia and the Middle East. With $92+ billion in assets under management and $665+ billion in assets under supervision*, Hamilton Lane offers a full range of investment products and services that enable clients to participate in the private markets asset class on a global and customized basis. The firm has been named a Best Place to Work in Money Management by Pensions & Investments for eight consecutive years.
Walker & Dunlop is one of the largest commercial real estate finance and advisory services firms in the United States. Our ideas and capital create communities where people live, work, shop, and play. The diversity of our people, breadth of our brand, and technological capabilities make us one of the most insightful and client-focused firms in the commercial real estate industry
Reliance Matrix delivers employee benefits, absence management and workforce productivity solutions through the financial stability of a top-rated insurance carrier, the agility and innovative spirit of a Third Party Administrator (TPA), and the daily commitment of thousands of team members across America. Where larger competitors offer size, we inspire confidence and long term engagement through integration, reliability and dedication to providing customized solutions. Reliance Matrix innovates and provides technology-driven absence and benefit solutions that enable employees and employers to manage time away from work. We help employers attract and retain valuable human capital through thoughtful, inclusive benefit programs delivered with care. We bring top-tier regulatory knowledge and cutting edge technology to help optimize workforce productivity and compliance. We offer a seamless member experience customized to each individual’s need and event. We integrate our solutions and expertise with leading HR technologies to ensure accuracy, efficiency and a superior customer experience. We are a proud member of the global Tokio Marine Group, one of the oldest, largest and most respected insurance organizations in the world. In the business hierarchy, human capital is the most precious of assets. Reliance Matrix delivers comprehensive, integrated solutions and services to attract, protect and help optimize an employer’s work force in a changing, challenging world
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As a member-owned, not-for-profit financial cooperative, we are guided by the credit union philosophy of “people helping people.” Putting people over profit guides our everyday business decisions. Unlike many financial institutions, we aren’t privately owned. As a cooperative, we are owned by our members. This drives us to do right by the member, and right by each other as coworkers. We display this in our working culture, in our day-to-day choices to ensure both members’ and employees’ needs are met. Imagine what this type of commitment could do for your work satisfaction.
We are a team of award-winning cloud accounting specialists and we set the standard for quality and client service. Working with companies in multiple industries and of different sizes, supplying all their daily accounting work. For startups who need basic accounting, we provide bookkeeping and payroll processing. For companies in growth mode, we’ll complete tasks such as invoicing clients, sales tax filings, and inventory management. If a company needs a complete accounting department, we’ll provide a bookkeeper, Controller and CFO to complete all accounting functions as well as provide higher level consulting. We’re in it because we care. We work with passionate, ambitious business owners in a wide range of industries, and we bring that same level of enthusiasm and drive to the relationship. We go beyond the financial data to help you run your business better.
CU Business Group provides business lending, deposit and consulting services to credit unions nationwide. As the largest business services CUSO in the industry, CU Business Group serves more than 627 credit unions in 48 states, providing products and technical expertise to help credit unions plan, start, advance and expand their business services programs.
A few Bonneville Power Administration (BPA) employees worked together in 1942 to found our credit union, giving their fellow co-workers a way to loan each other money and grow their savings through a member-owned cooperative. Back then we were known as BPA Federal Credit Union. Today we still serve federal employees, and we've been able to expand our charter to serve the local community as well. We merged with Hessell-TPC Credit Union in 1999, with Mountain Valley Federal Credit Union in 2000, and with Pacific Retailers Omni Federal Credit Union in 2001. Then in 2004 we expanded our eligibility to Hood River and the surrounding areas, as well as a community in NE Portland. And in 2018 we expanded our eligibility to the entire Portland Metro area, including Clackamas, Columbia, Hood River, Multnomah, Washington, and Yamhill Counties in Oregon, and Clark and Skamania Counties in Washington. Our primary goal is to satisfy our members' financial needs with a high level of service, using three strategic objectives: 1. Be our members' financial partner for life. 2. Ensure that the credit union's financial performance remains strong. 3. Achieve balanced growth. Join Us! Ready to join PNWFCU? Persons who live, work (or regularly conduct business in), worship or attend school in, and businesses and other legal entities located in Clackamas, Columbia, Hood River, Multnomah, Washington, or Yamhill Counties in Oregon, or Clark or Skamania Counties in Washington, are eligible to join our credit union. Just apply online (www.pnwfcu.org), contact us at 800-444-5858, or visit a PNWFCU branch.
We’ve been helping clients reach their financial goals for over 40 years by providing a tailored approach to investment management. We’re a different kind of investment firm than most in our industry and work for a bigger purpose: bettering the investment universe.
We started Pittman & Brooks because we believe that businesses need more than accountants — they need business consultants who are CPA-certified. We believe that nothing great can be accomplished when you settle for less. Since 1985, we’ve worked side by side with companies of all sizes, in industries as varied as manufacturing, retail, construction and medical. We have the power of a big firm, with the personality of a small one. But if you're seeking an average firm, keep looking. Pittman & Brooks does everything a typical CPA does — and much, much more.
RVK is a national firm with headquarters in Portland, OR and regional offices in Boise, ID; Chicago, IL; and New York, NY. We provide unbiased general investing consulting services to approximately 200 institutional clients. Our clients include corporations, public retirement systems, Taft-Hartley funds, nonprofit organizations, non-pension operating funds, and high-net-worth individuals and families. The heart of RVK is our team-centered approach to client service, provided by our experienced team of consulting professionals. RVK is committed to an independent business model and to its express no conflicts of interest policy.
Aldrich, formerly known as AKT, is a Top 100 regional firm of advisors, independent Certified Public Accountants and business consultants providing tax, accounting, business advisory, valuation and employee benefit consulting services to private, public and nonprofit organization. Serving clients throughout the west from locations in Oregon, California, and Alaska. We specialize in a variety of industries including healthcare, manufacturing, construction, telecommunications and electric utilities, public sector, agribusiness, privately held growth oriented and emerging companies among others. The members of our team possess a combination of hands-on industry expertise, essential technical qualifications and certifications, and a passion for helping clients achieve their goals.
Baker Hill delivers expertise and best-in-class solutions in lending, risk management and analytics that drive growth and profitability for financial institutions. The Baker Hill NextGen® platform allows institutions to originate commercial, small business and consumer loans and manage risk on a single platform. We use the latest technology to help institutions address regulatory and competitive pressures while delivering the very best digital customer experience.
Campbell Global brings more than three decades of experience and leadership to sustainable timberland and natural resource investment management. As a full-service firm, we acquire and manage timberland for investors, while seeking to provide the highest quality service and expert management. Known for expertise and integrity, we seek to deliver superior investment performance by focusing on unique acquisition opportunities, client objectives, and disciplined management.
Sortis is a leader in diversified alternative investment strategies focused on real estate, lending, distress situations and rescue opportunities. Top priorities include capital preservation and long-term economic growth primarily focused in the Western U.S.
Many years helping clients of all kinds with widely varying needs and distinct situations can be distilled down to this simple realization: You want a definite Course of action, the Confidence to pursue it diligently and the Clarity to see what’s down the road and meet it head on. Advice at a Higher Level is all about satisfying those 3 Cs. Independence allows us the freedom to do it in the most objective, transparent way possible. As fiduciaries, we place your best interests above all else so that we become not only trusted advisors of your wealth, but stewards of your goals.
For more than 20 years Kestrel has been at the forefront of public finance − helping state and local governments access capital for sustainable infrastructure. At Kestrel, the purpose of our work is to identify environmental, climate, and social benefits inherent in financed activities in order to help investors make informed decisions. Kestrel ESG Data supports sustainable finance with meaningful ESG data. Our data is independently developed—encompassing principles of sustainability, sector-specific best practices, and rigorous quality control. Kestrel Verifiers is the market leader for verified green, social, and sustainability municipal bonds. As Approved Verifiers accredited by the Climate Bonds Initiative (CBI), and as active reviewers of ICMA principles for Green, Social and Sustainability Bonds and loans, we evaluate corporate and municipal bonds in all asset classes worldwide for conformance with international green and social bond standards. Kestrel ESG is a Women’s Business Enterprise.
For over 15 years, FocusPoint Solutions has been EMPOWERING INDEPENDENT ADVISORS through our custom back/middle office outsourcing and practice management services. Our solution becomes your unique roadmap for outsourcing, growth, and practice management. Interested in back office outsourcing while maintaining your own brand? Transitioning to independence? Growing your business? An experienced team and integrated technology? A complete, personalized practice management program? Then look no further. FocusPoint Solutions offers you a complete package, incorporating two main areas of support designed to meet your needs: An experienced back/middle office services team = CLIENT SATISFACTION A robust practice development program = BUSINESS GROWTH While FocusPoint's virtual back/middle office support team handles your day-to-day back office responsibilities, our executive team of seasoned professionals can help you to remain focused on your long-term goals…offering you guidance, tools, and resources to grow and market your business through our comprehensive practice management program. Contact us to learn more about our custom, advisor-minded solution, or to view a demo of the integrated virtual office we provide to the advisors we support.
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