Company lists · Data refreshed September 2026

Top 21 Digital wealth management platforms based in Portland, United States

Name: Digital wealth management platforms based in Portland, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 32 companies tracked

RevenueBase identified 32 company matches for digital wealth management platforms associated with Portland, United States as of September 2026 and tracks 324 professional contacts across them, including 170 with verified work emails. Across the United States, New York is the largest hub for this category (215 companies); Portland has 32.

This list covers company matches for digital wealth management platforms associated with Portland, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

32Companies

324Contacts tracked

170Verified emails

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The 21 largest digital wealth management platforms based in Portland, United States

Ranked by team size

Top 21 of 32 company matches for digital wealth management platforms based in Portland, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Vista Capital Partners	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	11-50	45 contacts →
	Exact match “Vista Capital Partners is an employee-owned wealth management firm guided by a clear and simple belief: tuning out the noise of Wall Street is the surest path to investment…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Becker Capital Management, INC	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	11-50	38 contacts →
	Exact match “Becker Capital Management provides a range of investment management solutions for high net worth individuals, families, nonprofit organizations and institutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	JGP Wealth Management	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	11-50	24 contacts →
	Exact match “We coordinate and manage your financial affairs so you can focus on what’s most important to you.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Cornerstone Financial Planning, LLC	Exact match	Portland, ME, United StatesHQ recorded Sep 28, 2026	11-50	14 contacts →
	Exact match “Since 2004, Cornerstone Financial Planning has been helping our clients make wise financial decisions and plan for life's events so they can move forward with confidence and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Great Diamond Partners	Exact match	Portland, ME, United StatesHQ recorded Sep 28, 2026	11-50	14 contacts →
	Exact match “Great Diamond Partners is an independent, locally owned wealth management firm serving individuals, families, and organizations in the Maine area and beyond.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Deschutes Investment Consulting	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	11-50	13 contacts →
	Exact match “Deschutes Investment Consulting was founded in 1997 as an independently owned, SEC-registered, investment advisory firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Columbia Associates Wealth Management Group	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	11-50	8 contacts →
	Exact match “At Columbia Associates Wealth Management, we understand that financial planning is not merely about numbers; it's about dreams, aspirations, and securing a future for you and your…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Cordant Wealth Partners	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “We’ve Merged with Cerity Partners, Stay Connected by Following Their Page At Cordant Wealth, we specialize in comprehensive wealth management for busy professionals, with a focus…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Financial Investment Team	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “FINANCIAL INVESTMENT TEAM is a financial services business specializing in direct asset management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	CFG Wealth Management	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “We specialize in meeting the unique wealth management needs of established business owners in the greater Portland, Oregon region.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Sloy Dahl & Holst INC	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	1-10	7 contacts →
	Exact match “We are a full-service registered investment advisory firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Portland Trust Company	Exact match	Portland, ME, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “Your interests.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Rsma Wealth Management	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	11-50	4 contacts →
	Exact match “RSMA Wealth Management provides comprehensive, high-touch wealth management services to our clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	IMS Capital Management, INC	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	11-50	4 contacts →
	Exact match “IMS Capital Management is an independent, fee only, Pacific Northwest-based wealth management firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Daybreak Financial Partners	Exact match	Portland, ME, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Daybreak Financial Partners-partnering with one another to best partner with you.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Naviquant Capital Management	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Boutique wealth management, and asset management firm located in Portland Oregon.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Blue River Capital Management, LLC	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Blue River Capital Management is a registered investment advisor serving clients in all of life's stages.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Continuity Wealth Management	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Guided by integrity, excellence, collaboration, and a service mindset, we prioritize your best interests and strive to deliver exceptional service.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Alqymi	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Wealth Transformed ALQYMI® is a software development company focused on creating proprietary solutions that unleash the true power of wealth for financial advisors and their…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Pattern	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “A modern financial membership that combines access to a personal financial advisory team with a powerful robo-platform.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Emery Foley Investment Management Of LPL Financial	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “Whether your dreams take you far from home or involve building a new one, the team at Emery Foley Investment Management is here to help you pursue them.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “digital wealth management platforms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 21 of 32 digital wealth management platforms based in Portland, United States

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Digital wealth management platforms based in Portland, United States at a glance

As of Sep 28, 2026

52.5%Verified-email coverage

10.1Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

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 32 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Portland, United States whose business descriptions match “digital wealth management platforms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 170 professional contacts with verified work emails across the full matched dataset. 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.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Digital wealth management platforms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “digital wealth management platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many digital wealth management platforms are there based in Portland, United States?

RevenueBase identified 32 company matches for digital wealth management platforms associated with Portland, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Vista Capital Partners tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most digital wealth management platforms?

New York leads the United States with 215 company records, followed by San Francisco (90) and Atlanta (84). Portland has 32.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 170 professional contacts with verified work emails tracked across these 32 companies; direct dials are available where recorded.

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 SmartSearch, 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.