Top Oregon Financial Services Companies (83)

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...

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...

NBT Bancorp Inc. is a financial services holding company headquartered in Norwich, N.Y. The company primarily operates through NBT Bank, N.A., a full-service community bank and two financial services companies. NBT Bank has over 150 locations in seven states with offices in New York, Pennsylvania, Vermont, Massachusetts, New Hampshire, Maine and Connecticut. NBT Bank is an Equal Housing Lender and...

Supporting Strategies provides outsourced bookkeeping services, controller services and operational support to growing businesses. Since 2004, our locally owned and operated offices have served thousands of companies, helping business leaders free up their time, focus on their core competency and streamline their business. Our experienced, U.S.-based professionals use secure, best-of-breed technology and a proven process to deliver a full suite...

STCU isn't just a great place to work. It’s the place to be in the Inland Northwest. We love people who embrace the positive credit union spirit, sharing our passion for integrity, service, innovation, education, people, and celebration. Are you that kind of person? Then maybe you should be working at STCU. From humble beginnings, STCU has grown to 600-plus...

Pioneering Technologies for Your Financial Institution Since 1998, we have been creating innovative technologies that transform the way financial institutions operate by solving complex problems with streamlined, user-friendly solutions. Our robust and secure technologies empower lenders and consumers to get reliable, accurate information every time, at any time. As well-established industry leaders, we continue to set the industry standard for web-based...

Forget what you think you know about professional services. We go beyond what’s expected and help others do the same. Grant Thornton is the U.S. member firm of Grant Thornton International Ltd, one of the world’s leading independent audit, tax and advisory firms. That means our network has more than 60,000 professionals in more than 135 countries who are ready to...

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....

SmartStream is a recognised leader in financial transaction management solutions that enables firms to improve operational control, reduce costs, build new revenue streams, mitigate risk and comply accurately with regulations. By helping its customers through their transformative digital strategies, SmartStream provides a range of solutions for the transaction lifecycle with artificial intelligence and machine learning technologies embedded - which can also...

When you’re faced with critical business decisions, our expertise and creative solutions will help you find the right path. Fast.

Foresters Financial is redefining the life insurance and individual savings industry across the U.S., Canada and UK by enriching the lives, communities, and overall well-being of its members. Agents and members alike appreciate the turnkey-decisioned product offerings and end-to-end digitized processes that make it easy to get life insurance without traditional medical exams. State-of-the-art mobile tools help agents deliver tailored...

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...

American Century Investments® is a leading asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve health and save lives. It’s how we help our clients Prosper With Purpose™. Every day people are increasingly focused on investing to make the world a better place for themselves, their families, their organizations, and the world...

NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement. Our mission is to help governments, institutions, families, and individuals preserve and grow their capital across different asset classes and market cycles. Our research-driven investment solutions are tailored to support your unique financial goals, constraints, beliefs and time horizons. As trusted...

Enterprise Bank & Trust’s unwavering commitment is to guide people to a lifetime of financial success. We deliver on this promise by: · Empowering private businesses to improve their success · Helping families to secure their financial futures · Investing in our communities to advance quality of life Our success is because of our people and culture. We hire the best people in the...

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...

SingerLewak is a long-standing accounting and consulting firm based in Los Angeles, California. Founded in 1959, the firm provides a comprehensive range of services including audit, taxation, business advisory, and management consulting. They serve a diverse client base across various sectors, including technology, media, real estate, and life sciences, with a focus on building strong, long-term relationships and providing customized...

Whether you want to save for the future or celebrate today, give back to the community or explore the globe, your values are every bit as unique as your fingerprints. The challenge is aligning your time and resources to those values, so you can go after the things you truly care about. For us, protecting and growing your wealth is a...