Top Portland, OR Financial Services Companies (31)

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...

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...

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...

Aldrich, formerly known as AKT, is a Top 100 regional firm of advisors, independent Certified Public Accountants and business consultants providing tax, accounting, business advisory, valuation and employee benefit consulting services to private, public and nonprofit organization. Serving clients throughout the west from locations in Oregon, California, and Alaska. We specialize in a variety of industries including healthcare, manufacturing, construction,...

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.

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...

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...

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

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...

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 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...

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...

Genesis Financial Solutions, Inc. is the leading provider of non-prime consumer financing solutions with over 2.5 million customers, 200,000 new cardholders monthly, and 1,000 team members. Genesis provides advanced financing technologies and respectful service for non-prime consumers through our merchant and direct-to-consumer credit card programs. Our programs offer consumers, who are typically turned down by a prime lender, a second...

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.

Klarna was founded in 2005 in Stockholm, Sweden with the aim of making it easier for people to shop online. In the last 15 years, technology has evolved, excited and transformed the world around us, yet our mission remains as relevant as ever, to make paying as simple, safe and above all, smoooth as possible.

We started Pittman & Brooks because we believe that businesses need more than accountants — they need business consultants who are CPA-certified. We believe that nothing great can be accomplished when you settle for less. Since 1985, we’ve worked side by side with companies of all sizes, in industries as varied as manufacturing, retail, construction and medical. We have the...

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...

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...

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...

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...