Company lists · Data refreshed September 2026
Top 22 Business finance consulting firms based in Portland, United States
RevenueBase identified 61 business finance consulting firms headquartered in Portland, United States as of September 2026 and tracks 311 professional contacts across them, including 131 with verified work emails. Across the United States, New York is the largest hub for this category (560 companies); Portland has 61.
This list covers business finance consulting firms headquartered in Portland, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 22 largest business finance consulting firms based in Portland, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 61 contacts → | ||||
Indirect evidence “For nearly 50 years, M Benefit Solutions has been helping companies develop executive benefit and funding strategies that address their business goals and deliver an advantage in…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 50 contacts → | ||||
Partial evidence “Growth grounded in Partnership Deeply rooted in the Pacific Northwest, Percipio Group is a Portland-based consulting firm that is sharply focused on a prosperous future for the…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 46 contacts → | ||||
Indirect evidence “Confidence in Knowing.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 25 contacts → | ||||
Indirect evidence “We started Pittman & Brooks because we believe that businesses need more than accountants, they need business consultants who are CPA-certified.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 12 contacts → | ||||
Partial evidence “PREISZ Financial, is a "one-stop shop" financial services firm passionate about helping you pursue and preserve lifelong financial security and well-being.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 4 contacts → | ||||
Indirect evidence “Hamstreet & Associates, LLC is a company based out of One SW Columbia Street, Portland, Oregon, United States.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 4 contacts → | ||||
Partial evidence “Empowering Financial Futures: Discover Vis Wealth Partners, we specialize in fee-based financial planning, investments, customized wealth planning, and a comprehensive range of…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 4 contacts → | ||||
Indirect evidence “Rely on our training, rigorous certifications and 70+ years of combined real-life experience working with people like you – people looking for balance and a partner for their…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 3 contacts → | ||||
Indirect evidence “As numbers experts, we do the detailed work that, frankly, you'd probably rather not do.(We happen to love it.) But our services go well beyond the spreadsheet.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 3 contacts → | ||||
Partial evidence “Planning your financial strategy involves many important decisions that may feel overwhelming.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 3 contacts → | ||||
Partial evidence “Chartered Financial Consultant, Certified Advisor for Senior Living” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Indirect evidence “At Kimsa, we are about truly understanding the journey, the vision and potential of a person and their business, bringing strategies and resources around them to solve problems…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 contacts → | ||||
Partial evidence “BCC Business Consulting is on a mission to shatter the shocking reality that only 4% of businesses ever reach the coveted $1-million revenue mark.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 contacts → | ||||
Partial evidence “Hub Capital partners with founders and executives focused on developing financially sustainable organizations.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 contacts → | ||||
Indirect evidence “Click here to get in touch: https://nthandco.com/contact/ Click here for testimonials: https://nthandco.com/results/ WHAT WE DO Nthandco Management Consultants partners with…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Strong evidence “Wiley Consulting Inc,(WCI), was established in 2010 to provide support to financial institutions who need special project support in the areas of Asset Management and Credit…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Partial evidence “Financial freedom requires a game plan, execution, and implementation of that game plan.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Indirect evidence “McElroy Risk Advisors provides a comprehensive suite of risk advisory services addressing all aspects of strategic and enterprise risk management.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Partial evidence “HIGLEY FINANCIAL has a core focus to assess, plan and implement financial strategies for successful individuals, families and businesses to be financially healthy.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Strong evidence “Austral Consulting Partners, based in Portland, Oregon, is a professional consulting firm specializing in corporate finance and operational management services for construction…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Strong evidence “Maine Street Capital is a Commercial Real Estate Finance Consulting firm based out of Portland, Maine.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: business finance consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names business finance consulting firms.
- Partial evidence
- Its own public description names part of business finance consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name business finance consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 22 of 61 business finance consulting firms based in Portland, United States
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Business finance consulting firms based in Portland, United States at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Portland, so it is reported there. Company counts and contact totals on this page are exact for Portland, over 61 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among business finance consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Portland, United States whose own description of what they do matches “business finance consulting firms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names business finance consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among business finance consulting firms, and records with no verified work email. Companies headquartered outside Portland are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 131 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Business finance consulting firms by metro in the United States
- Business finance consulting firms in New York560
- Business finance consulting firms in Atlanta236
- Business finance consulting firms in Chicago220
- Business finance consulting firms in Houston219
- Business finance consulting firms in Los Angeles209
- Business finance consulting firms in Miami177
- Business finance consulting firms in Dallas174
- Business finance consulting firms in Austin150
- Business finance consulting firms in Denver141
- Business finance consulting firms in San Francisco121
- Business finance consulting firms in Boston110
- Business finance consulting firms in Charlotte104
- Business finance consulting firms in San Diego96
- Business finance consulting firms in Tampa95
- Business finance consulting firms in Washington95
- Business finance consulting firms in Phoenix75
- Business finance consulting firms in Orlando73
- Business finance consulting firms in Minneapolis70
- Business finance consulting firms in Seattle69
- Business finance consulting firms in Scottsdale68
- Business finance consulting firms in Las Vegas63
- Business finance consulting firms in Raleigh61
- Business finance consulting firms in Philadelphia60
- Business finance consulting firms in Irvine56
- Business finance consulting firms in Columbus51
- Business finance consulting firms in Nashville51
- Business finance consulting firms in Fort Lauderdale50
- Business finance consulting firms in Newport Beach50
- Business finance consulting firms in Cincinnati47
- Business finance consulting firms in Indianapolis47
- Business finance consulting firms in Jacksonville47
- Business finance consulting firms in San Antonio46
- Business finance consulting firms in Boca Raton44
- Business finance consulting firms in Fort Worth41
- Business finance consulting firms in Salt Lake City40
- Business finance consulting firms in Birmingham38
- Business finance consulting firms in Pittsburgh37
- Business finance consulting firms in Boulder34
- Business finance consulting firms in Tulsa34
- Business finance consulting firms in Columbia32
- Business finance consulting firms in Grand Rapids32
- Business finance consulting firms in Richmond32
- Business finance consulting firms in Rochester32
- Business finance consulting firms in Detroit31
- Business finance consulting firms in Wilmington31
- Business finance consulting firms in Kansas City30
- Business finance consulting firms in St. Louis30
- Business finance consulting firms in Beverly Hills29
- Business finance consulting firms in Omaha29
- Business finance consulting firms in Alpharetta28
- Business finance consulting firms in Greenville28
- Business finance consulting firms in Cleveland27
- Business finance consulting firms in Colorado Springs26
- Business finance consulting firms in West Palm Beach26
- Business finance consulting firms in Sacramento25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names business finance consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many business finance consulting firms are there based in Portland, United States?
RevenueBase identified 61 business finance consulting firms headquartered in Portland, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
M Benefit Solutions, headquartered in Portland, tops this list with the largest team on record.
Which city in the United States has the most business finance consulting firms?
New York leads the United States with 560 headquartered companies, followed by Atlanta (236) and Chicago (220). Portland has 61.
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 131 verified decision-maker contacts tracked across these 61 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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