Top Portland, OR Financial Services Companies (31)
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Block, Inc. (NYSE: SQ) is a global technology company with a focus on financial services. Made up of Square, Cash App, Spiral, TIDAL, and TBD, we build tools to help more people access the economy. Square helps sellers run and grow their businesses with its integrated ecosystem of commerce solutions, business software, and banking services. With Cash App, anyone can easily send, spend, or invest their money in stocks or Bitcoin. Spiral (formerly Square Crypto) builds and funds free, open-source Bitcoin projects. Artists use TIDAL to help them succeed as entrepreneurs and connect more deeply with fans. TBD is building an open developer platform to make it easier to access Bitcoin and other blockchain technologies without having to go through an institution.
Apex is a market-leading, technologically independent software company that provides safe, frictionless digital execution, clearing, and storage for the global universe of investable assets. What drives us is creating independence that produces ownership of the data that is used to build community, increase financial literacy, and eliminate barriers to economic opportunities for the next generation of digital wealth creation. To do this, our team members live above just doing a job and are those who are building careers. We don’t merely complete tasks at Apex; we have a purpose to be realized. Our colleagues champion why we do what we do. We each strive to change the world and widen our impact with the breadth and depth of our client base and end investors.
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 available and universally accessible.
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 providing customized solutions. Reliance Matrix innovates and provides technology-driven absence and benefit solutions that enable employees and employers to manage time away from work. We help employers attract and retain valuable human capital through thoughtful, inclusive benefit programs delivered with care. We bring top-tier regulatory knowledge and cutting edge technology to help optimize workforce productivity and compliance. We offer a seamless member experience customized to each individual’s need and event. We integrate our solutions and expertise with leading HR technologies to ensure accuracy, efficiency and a superior customer experience. We are a proud member of the global Tokio Marine Group, one of the oldest, largest and most respected insurance organizations in the world. In the business hierarchy, human capital is the most precious of assets. Reliance Matrix delivers comprehensive, integrated solutions and services to attract, protect and help optimize an employer’s work force in a changing, challenging world
Kin + Carta is a global digital transformation consultancy committed to working alongside our clients to build a world that works better for everyone. We’re a technology business with trust and human connection at its heart. Our triple bottom line focus on people, the planet, and profit is at the core of everything we do.
We’ve been helping clients reach their financial goals for over 40 years by providing a tailored approach to investment management. We’re a different kind of investment firm than most in our industry and work for a bigger purpose: bettering the investment universe.
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. Our firm thrives on creating lasting partnerships with our clients, our employees and the greater community we serve. Our local identity in downtown Portland is evidenced by our anchored location in and around Pioneer Square where we have been since inception and our professional staff offer a wealth of experience as evidenced by our firm’s 40+ year history. The MJ Team members are more than ready to anticipate your future challenges and meet your current needs. We want to be your advocates, advisors and accountants. Financial Statement Services • Audit, review or compiled financial statements • Single Audit (OMB Uniform Guidance) • Agreed upon procedure engagements Tax Services • Individual, corporate, partnership filings • Exempt organizations • Trust and estates Other Services • Business and tax consulting • Internal control assessments • Bookkeeping • Personal financial planning Niches • Nonprofit organizations • Advertising agencies • Law firms • Medical practices • Software • Lifestyle brands • High net worth individuals
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 program? Then look no further. FocusPoint Solutions offers you a complete package, incorporating two main areas of support designed to meet your needs: An experienced back/middle office services team = CLIENT SATISFACTION A robust practice development program = BUSINESS GROWTH While FocusPoint's virtual back/middle office support team handles your day-to-day back office responsibilities, our executive team of seasoned professionals can help you to remain focused on your long-term goals…offering you guidance, tools, and resources to grow and market your business through our comprehensive practice management program. Contact us to learn more about our custom, advisor-minded solution, or to view a demo of the integrated virtual office we provide to the advisors we support.
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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. We display this in our working culture, in our day-to-day choices to ensure both members’ and employees’ needs are met. Imagine what this type of commitment could do for your work satisfaction.
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.
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 approach to client service, provided by our experienced team of consulting professionals. RVK is committed to an independent business model and to its express no conflicts of interest policy.
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 fit for medium sized companies where we can truly add value to the work of your internal financial management and benefits team. Our areas of specialty include architecture firms, manufacturing, medical, and professional services firms. Companies benefit from our holistic approach to helping them manage their retirement plan programs. Our proprietary consulting process will aid in establishing industry best practices in key areas of fiduciary oversight, plan investments, custodial platform utilization, employee education, personalized advice, and management of overall plan costs. Our individual clients range from the owners and executives of our corporate clients, to families looking for a full service wealth management office, to young professionals looking for their first financial planner. Our wealth management team utilizes the latest tools and technology to provide comprehensive financial planning, investment management, insurance, and tax and estate planning strategies.
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 industry
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 Cs. Independence allows us the freedom to do it in the most objective, transparent way possible. As fiduciaries, we place your best interests above all else so that we become not only trusted advisors of your wealth, but stewards of your goals.
Unlike banks, we exist to serve our members, not to make a profit. Instead, we put our time, money, passion, experience, smarts, elbow grease and whatever else we can muster up to work for our members, employees and communities. It’s our secret weapon that turns promises into action: investment in you. We’re committed to helping you go further with your money at every stage of your life. At more than 540,000 members, we serve the world’s most forward-thinking companies, including HP, Microsoft, Amazon, Nike and more. So follow us at First Tech and start investing in you.
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 focused. We are passionate about education and strongly believe you deserve to be informed about the financial choices in your life. This passion has translated into over thirty six years of educating our local community in financial management. Our goal is to be one of your most trusted advisors Our team of experienced financial advisors is dedicated to helping you achieve and preserve your financial security. We specialize in wealth management and retirement income planning, offering an array of services that fit your unique situation. For disclosures, please visit our website.
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 and $665+ billion in assets under supervision*, Hamilton Lane offers a full range of investment products and services that enable clients to participate in the private markets asset class on a global and customized basis. The firm has been named a Best Place to Work in Money Management by Pensions & Investments for eight consecutive years.
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 objectives, and disciplined management.
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 power of a big firm, with the personality of a small one. But if you're seeking an average firm, keep looking. Pittman & Brooks does everything a typical CPA does — and much, much more.
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