Top Oregon Financial Services Companies (36)

Block, Inc. is a global technology company with a focus on financial services. Made up of Square, Cash App, Afterpay, TIDAL, Bitkey, and Proto, Block, Inc. builds technology to increase access to the global economy. Each of our brands unlocks different aspects of the economy for more people. Square makes commerce and financial services accessible to sellers. Cash App is the...

Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading, wealth management, cost basis, tax reporting, and, through its subsidiary Apex Clearing™, custody and clearing. For...

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...

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...

Prophix is a global leader in Corporate Performance Management (CPM) software. Our platform empowers finance teams to go beyond the spreadsheet with AI-driven insights, automation, and intuitive planning tools. From budgeting and forecasting to reporting and scenario modeling, we give organizations the clarity and agility they need to adapt and thrive. But it’s not just about technology — it’s about...

Succession Resource Group is a boutique succession planning consulting firm dedicated to helping financial advisors and other small business owners value, grow, protect, and plan for the transition of their business. We provide the most accurate and comprehensive valuation services, turnkey acquisition support, assistance with contingency plans, and personalized succession/exit strategies to clients across the country. We are a young...

Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional investors with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan advises on more than $3 trillion in total fund sponsor assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan...

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...

Calamos is a diversified, global asset and wealth management firm offering a wide range of innovative investment strategies. As one of the top liquid alternative asset managers in the world, Calamos maintains dedicated investment teams across all asset classes, with global research capabilities and access to specialized private and public markets. Calamos offers investment strategies and personal wealth management solutions...

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...

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....

Out of the Box is your most trusted choice for QuickBooks accounting services. With over 30 years of experience and a proven track record of serving more than 50,000 satisfied clients, we offer a comprehensive outsourcing solution. Our QuickBooks accounting services provide you with accurate financials and complete peace of mind. We offer one-on-one expert support, powerful financial reporting, and real-time...

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...

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...

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.

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...

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...

Deschutes Investment Consulting was founded in 1997 as an independently owned, SEC-registered, investment advisory firm. Presently, Deschutes manages nearly $2 billion in of assets for over 200 corporate and individual clients. Our corporate clients are typically regional and Northwest-based companies that put a high value on employee benefits. Our unique approach to 401(k) plan management and education makes us an ideal...

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...

Hamstreet & Associates, LLC is a company based out of One SW Columbia Street, Portland, Oregon, United States.