Top Portland, OR Financial Services Companies (30)
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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. As a Certified B Corporation in the United States, our triple bottom line focus on people, the planet, and profit is at the core of everything we do.
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.
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.
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.
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.
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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.
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.
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.
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.
Unlike banks, we exist to serve our members, not to make a profit. Instead, we put our time, money, passion, experience, smarts, elbow grease and whatever else we can muster up to work for our members, employees and communities. It’s our secret weapon that turns promises into action: investment in you. We’re committed to helping you go further with your money at every stage of your life. At more than 540,000 members, we serve the world’s most forward-thinking companies, including HP, Microsoft, Amazon, Nike and more. So follow us at First Tech and start investing in you.
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.
Irvine & Company, LLC is a growing independent accounting firm located in Portland, OR. Our firm partners with businesses involved primarily in the alcoholic beverage, agriculture and manufacturing industries to provide innovative accounting, tax and advisory solutions.
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.
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.
Perkins & Co’s mission is to be a solution for clients who want the services and sophistication of a large firm (including our Global alliance with BDO), with the continuity of engagement personnel, personal attention from shareholders and managers, and fast response time typically found in smaller firms. Our entrepreneurial spirit, excellent service and proactive client approach have helped us become Portland’s largest locally-based accounting firm with over 165 employees, including our 26 shareholders. We believe there is not another firm in our area similar to Perkins & Co: a local, hands-on firm that provides national-level skill and resources. Since 1986, we have built an excellent reputation by providing value, keeping our company and our clients growing, and enjoying our work. As our clients have grown, we have grown alongside them, expanding our offerings to include services that go beyond traditional assurance and tax services. Despite our growth, the firm has stayed its course working with traditional Northwest businesses and organizations. Ranked the #1 Most Admired Accounting firm; #4 among all professional service firms, Perkins has 11 times been voted one of the Most Admired accounting firms in the area according to the Portland Business Journal. This award is determined by more than 1,800 CEOs across Oregon and Southwest Washington. Let's get connecting!
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.
Portland Certified Public Accountants Dougall Conradie LLC - Our practice is built on the success of more than 30 years of certified public accounting and tax experience of John Dougall, Gary Kisling and Dougall Dougall Kisling LLC. We have worked with both John and Gary to ensure that we captured their knowledge and expertise and continue with their success.
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.
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