Top Oregon Financial Services Startups (23)

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...

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:...

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...

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...

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...

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...

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...

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.

Greenbacker is a green energy company that funds solar, wind, co-generation and other alternative energy projects. Greenbacker Group and its affiliate, Greenbacker Capital Management provide Investment Advisory services to Greenbacker Renewable Energy Company, LLC, an SEC registered non-traded fund that invests in Renewable Energy projects. www.greenbackerrenewableenergy.com www.greenbackergroup.com

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...

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.

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...

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...

We are building a relationship first, tech enabled financial services company founded to help make private market data more agile, efficient, and clever. #henon #data2decision

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...

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...

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...

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.

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...