Top Portland, OR Financial Services Companies (32)
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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.
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.
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.
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
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.
Kin + Carta is a global digital transformation consultancy committed to working alongside our clients to build a world that works better for everyone. We’re a technology business with trust and human connection at its heart. Our triple bottom line focus on people, the planet, and profit is at the core of everything we do.
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.
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.
You should be spending time doing the things you love with the people that matter most. Your retirement and the decisions you make today can have a significant impact on your tomorrow. Here at Resource, we help you understand your financial situation by identifying your goals and challenges, then together we create a unique plan to get and keep you focused. We are passionate about education and strongly believe you deserve to be informed about the financial choices in your life. This passion has translated into over thirty six years of educating our local community in financial management. Our goal is to be one of your most trusted advisors Our team of experienced financial advisors is dedicated to helping you achieve and preserve your financial security. We specialize in wealth management and retirement income planning, offering an array of services that fit your unique situation. For disclosures, please visit our website.
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.
Hamstreet & Associates, LLC is a company based out of One SW Columbia Street, Portland, Oregon, United States.
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.
McDonald Jacobs, P.C. is a traditional accounting firm that operates in a non-traditional fashion. We see beyond the numbers, providing our clients with short term direction and long-term strategic advice. We perform the standard tax preparation, consulting, and financial reporting services one would expect, but it is the relationships with our clients and involvement in the community that drive us. Our firm thrives on creating lasting partnerships with our clients, our employees and the greater community we serve. Our local identity in downtown Portland is evidenced by our anchored location in and around Pioneer Square where we have been since inception and our professional staff offer a wealth of experience as evidenced by our firm’s 40+ year history. The MJ Team members are more than ready to anticipate your future challenges and meet your current needs. We want to be your advocates, advisors and accountants. Financial Statement Services • Audit, review or compiled financial statements • Single Audit (OMB Uniform Guidance) • Agreed upon procedure engagements Tax Services • Individual, corporate, partnership filings • Exempt organizations • Trust and estates Other Services • Business and tax consulting • Internal control assessments • Bookkeeping • Personal financial planning Niches • Nonprofit organizations • Advertising agencies • Law firms • Medical practices • Software • Lifestyle brands • High net worth individuals
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.
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.
Klarna was founded in 2005 in Stockholm, Sweden with the aim of making it easier for people to shop online. In the last 15 years, technology has evolved, excited and transformed the world around us, yet our mission remains as relevant as ever, to make paying as simple, safe and above all, smoooth as possible.
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.
We are the leading provider of non-prime consumer financing solutions. Our Team supports millions of customers, providing friendly, easy, and innovative solutions. We are looking for people who like people. We want to bring people onto our team who look forward to working with one another to find solutions to move the business forward. We offer a collaborative work environment that fosters a positive work culture, transparent communication, and the opportunity to develop and establish your career. Do More with your Career at Concora Credit For California residents, visit the link: California Recruitment Disclosure to learn what personal information we collect and how it is used. https://about.concoracredit.com/privacy-notice-applicant
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.
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