Company lists · Data refreshed September 2026

Top 25 Embedded wealth management platforms based in Portland, United States

Name: Embedded 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 52 companies tracked

RevenueBase identified 52 embedded wealth management platforms headquartered in Portland, United States as of September 2026 and tracks 550 professional contacts across them, including 301 with verified work emails. Across the United States, New York is the largest hub for this category (317 companies); Portland has 52.

This list covers embedded wealth management platforms 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

52Companies

550Contacts tracked

301Verified emails

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The 25 largest embedded wealth management platforms based in Portland, United States

Ranked by team size

Top 25 of 52 embedded wealth management platforms based in Portland, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to embedded wealth management platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	R.M. Davis	Partial evidence	Portland, ME, United StatesHQ checked Sep 28, 2026	51-200	70 contacts →
	Partial evidence “Families, foundations and institutions deserve a wealth partner who thinks in decades, not days.” Source: RevenueBase Database · checked Sep 28, 2026
2	Vista Capital Partners	Strong evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	11-50	45 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
3	Becker Capital Management, INC	Partial evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	11-50	38 contacts →
	Partial evidence “Becker Capital Management provides a range of investment management solutions for high net worth individuals, families, nonprofit organizations and institutions.” Source: RevenueBase Database · checked Sep 28, 2026
4	Vigilant Wealth Management	Strong evidence	Portland, ME, United StatesHQ checked Sep 28, 2026	11-50	35 contacts →
	Strong evidence “The Firm Vigilant Wealth Management is a private wealth management firm specializing in progressive investment and wealth planning solutions that are tailored to the unique needs…” Source: RevenueBase Database · checked Sep 28, 2026
5	JGP Wealth Management	Indirect evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	11-50	24 contacts →
	Indirect evidence “We coordinate and manage your financial affairs so you can focus on what’s most important to you.” Source: RevenueBase Database · checked Sep 28, 2026
6	Financial Reserve	Indirect evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	11-50	19 contacts →
	Indirect evidence “Financial Reserve Companies Financial Reserve, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
7	Cornerstone Financial Planning, LLC	Indirect evidence	Portland, ME, United StatesHQ checked Sep 28, 2026	11-50	14 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
8	Great Diamond Partners	Strong evidence	Portland, ME, United StatesHQ checked Sep 28, 2026	11-50	14 contacts →
	Strong evidence “Great Diamond Partners is an independent, locally owned wealth management firm serving individuals, families, and organizations in the Maine area and beyond.” Source: RevenueBase Database · checked Sep 28, 2026
9	OLD Port Advisors Est. 1994	Indirect evidence	Portland, ME, United StatesHQ checked Sep 28, 2026	11-50	13 contacts →
	Indirect evidence “Old Port Advisors, founded in 1994 and registered with the United States Securities and Exchange Commission under the Investment Advisors Act of 1940, has been specifically…” Source: RevenueBase Database · checked Sep 28, 2026
10	Deschutes Investment Consulting	Indirect evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	11-50	13 contacts →
	Indirect evidence “Deschutes Investment Consulting was founded in 1997 as an independently owned, SEC-registered, investment advisory firm.” Source: RevenueBase Database · checked Sep 28, 2026
11	Headinvest LLC	Partial evidence	Portland, ME, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Partial evidence “HEADINVEST LLC is an investment management company based out of 7 CUSTOM HOUSE 4TH FL, PORTLAND, Maine, United States.” Source: RevenueBase Database · checked Sep 28, 2026
12	Sellwood Investment Partners LLC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Indirect evidence “Sellwood Investment Partners LLC helps clients achieve their unique goals with thoughtful investment advice, delivered with integrity.” Source: RevenueBase Database · checked Sep 28, 2026
13	Columbia Associates Wealth Management Group	Strong evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	11-50	8 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
14	Cordant Wealth Partners	Strong evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
15	CFG Wealth Management	Strong evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Strong evidence “We specialize in meeting the unique wealth management needs of established business owners in the greater Portland, Oregon region.” Source: RevenueBase Database · checked Sep 28, 2026
16	Wealth Advisors Northwest LLC	Strong evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Strong evidence “Wealth Advisors Northwest LLC provides comprehensive Wealth Management services in the Portland, OR metro area.” Source: RevenueBase Database · checked Sep 28, 2026
17	Sloy Dahl & Holst INC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “We are a full-service registered investment advisory firm.” Source: RevenueBase Database · checked Sep 28, 2026
18	VON Borstel & Associates, INC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “Financial Success Means More Than Just Great Investments!” Source: RevenueBase Database · checked Sep 28, 2026
19	Portland Trust Company	Indirect evidence	Portland, ME, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “Your interests.” Source: RevenueBase Database · checked Sep 28, 2026
20	Rsma Wealth Management	Strong evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	11-50	4 contacts →
	Strong evidence “RSMA Wealth Management provides comprehensive, high-touch wealth management services to our clients.” Source: RevenueBase Database · checked Sep 28, 2026
21	IMS Capital Management, INC	Strong evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	11-50	4 contacts →
	Strong evidence “IMS Capital Management is an independent, fee only, Pacific Northwest-based wealth management firm.” Source: RevenueBase Database · checked Sep 28, 2026
22	Mill Street Financial, LLC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	11-50	4 contacts →
	Indirect evidence “At Mill Street Financial, we get it.” Source: RevenueBase Database · checked Sep 28, 2026
23	Summit Advisors NW	Indirect evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	1-10	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, 2026
24	Naviquant Capital Management	Strong evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Strong evidence “Boutique wealth management, and asset management firm located in Portland Oregon.” Source: RevenueBase Database · checked Sep 28, 2026
25	U.S. Investors International	Indirect evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “U.S.” Source: RevenueBase Database · checked Sep 28, 2026

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: embedded wealth management platforms. 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 embedded wealth management platforms.
Partial evidence: Its own public description names part of embedded wealth management platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name embedded wealth management platforms. 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 25 of 52 embedded wealth management platforms based in Portland, United States

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

As of Sep 28, 2026

54.7%Verified-email coverage

10.6Average 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 52 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 embedded wealth management platforms, 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 “embedded wealth management platforms”. 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 embedded wealth management platforms), 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 embedded wealth management platforms, 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, 301 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.

Embedded wealth management platforms by metro in the United States

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 embedded wealth management platforms, 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 embedded wealth management platforms are there based in Portland, United States?

RevenueBase identified 52 embedded wealth management platforms 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?

R.M. Davis, headquartered in Portland, tops this list with the largest team on record.

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

New York leads the United States with 317 headquartered companies, followed by Chicago (127) and Atlanta (117). Portland has 52.

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 301 verified decision-maker contacts tracked across these 52 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.