Top Oregon Financial Services Startups (30)

Apparatus Contractor Services is a U.S. outsourced finance firm serving residential and commercial construction companies. It provides bookkeeping, controller, construction management system integration, and CFO advisory services. The company builds and operates QuickBooks Online and Intuit Enterprise Suite financial systems, connects them with Buildertrend, JobTread, and Procore, and applies GAAP-compliant revenue recognition methods for growing construction businesses across the United...

Morones Analytics is a Portland, Oregon–based forensic accounting firm that supports clients involved in financial and legal disputes. The company specializes in forensic accounting, fraud investigation, damage analysis, and business valuation. Its experts analyze financial evidence, develop findings for disputes, and provide expert testimony in court, helping clients navigate complex matters involving financial justice across commercial, personal-injury, and other litigation...

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...

Zeal: Pioneering the Future of Payments - Born in Cairo, thriving in London. We're a fintech innovator merging payments, loyalty, and AI-driven insights to empower brands globally. Empowering Merchants with AI: Zeal equips retailers with advanced data analytics, predicting consumer behavior with unparalleled precision. We level the playing field, offering e-commerce insights to physical stores. Acclaimed in the Fintech World:...

Community State Bank of Orbisonia is a local community bank headquartered in Pennsylvania. Dedicated to supporting its customers and neighbors, the bank's mission is to enrich lives and elevate communities by providing a variety of personal and business banking services.

Dext Capital is an independent equipment-finance company and direct lender headquartered in the Portland metro area. Founded in 2018 with sponsorship from Sightway Capital, it provides flexible financing for equipment and technology to vendors, small businesses, and enterprise customers across technology, education, manufacturing, and other sectors. The company emphasizes relationship-based, common-sense underwriting and simplifies lending without traditional bank bureaucracy for...

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...

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...

NeighborWorks Umpqua is a private, rural nonprofit serving Coos, Curry, Douglas, and Josephine Counties in Oregon. It works with households, businesses, nonprofits, and government agencies to create stable local economies. Its programs develop safe, affordable housing, promote homeownership and housing stability, provide financial education, counseling, and matched savings opportunities, and support social services, climate resilience, and energy conservation for residents.

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.

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...

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...

Forrit Credit Union is a member-owned financial cooperative with the mission 'Forward Together. Each Member. Each Moment.', providing a full spectrum of financial services to promote members' financial wellness.

Thesis* is a crypto venture studio behind Fold, Threshold (aka Keep) Network, tBTC, Saddle, and Tally Ho! We’re a fun, down-to-earth, fast-paced, highly collaborative, and fully remote team. We are a cryptocurrency venture studio whose mission is to empower the individual. We seek, fund, and build products and protocols in cryptocurrency and decentralized businesses that enable personal empowerment. Our projects include...

Consolidated Community Credit Union (CCCU) is a not-for-profit, member-owned financial co‑op chartered in 1954 that provides retail banking and lending services to communities in Oregon and southwest Washington. CCCU offers checking, savings, mortgages, home‑equity products, personal and auto loans, digital/mobile banking and payment options, and emphasizes community involvement and member-focused service.

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

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....

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...

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...

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...