Top Oregon Financial Services Startups (34)

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...

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.

Stillman Bank is a locally owned, independent community bank serving customers and communities in northern Illinois. It develops banking solutions for customer needs, makes lending decisions, processes and services loans locally, and provides trust and wealth management through an in-house team. The bank also supports community initiatives with donations, resources, and volunteer hours, and describes its role as a neighbor...

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...

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...

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:...

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...

Fisher Agencies is an independent New England firm representing and distributing American Income Life products. It serves hardworking individuals, union members, and private groups with their financial-service needs, offering supplemental benefits and helping customers choose insurance that can protect their families. Its products include life insurance, mortgage protection, funeral-expense coverage, income protection, dismemberment benefits, and child-focused coverage, with an emphasis...

Cascade Financial Services is a specialized lender focused on financing manufactured and modular homes, with a mission to serve the American dream through attainable homeownership. It supports individual borrowers purchasing manufactured homes and offers FHA, VA, conventional, and portfolio loan programs. Working with hundreds of manufactured-housing retailers and communities nationwide, Cascade pairs deep industry expertise with a digitally enabled lending...

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....

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...

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.

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...

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...

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

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

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...