Top Portland, OR Financial Services Companies (73)

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...

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....

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...

Grant Thornton New Zealand is a leading professional services firm providing audit, tax, and advisory services to dynamic organizations across New Zealand. With a team of over 300 professionals, the firm combines local insight with global connectivity through the Grant Thornton International network. They are known for a collaborative, client-centered approach, delivering practical solutions that help businesses improve performance, grow...

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...

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...

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...

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...

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...

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...

Corpay (NYSE: CPAY) is a global leader in business payments and expense management, providing a range of solutions that streamline accounts payable, manage expenses, and handle international transactions in ways that no other provider can rival. From vehicle payments and lodging to corporate cards, AP automation, and international payments, Corpay simplifies every aspect of business spending. With cutting-edge technology, global expertise, and...

Quiktrak is a global leader in asset verification, floorplan auditing, and risk management services for the global finance industry. It provides field inspections and inventory auditing for commercial lenders, lessors, and the floorplan finance industry. A subsidiary of Bureau Veritas, Quiktrak utilizes a worldwide network of professional inspectors and its proprietary Revoquest technology platform to help clients minimize financial exposure...

Banner Bank is proud to serve the West with comprehensive financial services. More than 130 years ago we started with core values that never go out of style: listen, learn and help people and businesses reach their goals. Today across Oregon, Washington, California and Idaho—we deliver a high level of individual service as a community bank, while also offering competitive...

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...

Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of Strength in today’s modern business landscape. Visit www.withum.com for more information. #WithumWay

NWA's mission is to provide outstanding service and solutions through knowledge, innovation, dedication & excellence. Having been in business for over 50 years as a third party administrator (TPA) of employee benefit programs, we can proudly say we have never lost a client due to service related issues. Our skilled employees are essential in maintaining our position as an...

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...

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...

NBT Bancorp Inc. is a financial holding company based in Norwich, New York, operating primarily through NBT Bank, N.A. and related financial-services companies. Its businesses provide personal, commercial and municipal banking, wealth management, insurance, retirement-plan administration and other financial services through digital channels and a regional branch network and community-banking model serving customers across New York and other northeastern states.