Top Portland, OR Financial Services Companies (34)

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...

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....

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

We are the leading provider of non-prime consumer financing solutions. Our Team supports millions of customers, providing friendly, easy, and innovative solutions. We are looking for people who like people. We want to bring people onto our team who look forward to working with one another to find solutions to move the business forward. We offer a collaborative work environment that...

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...

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.

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.