Company lists · Data refreshed September 2026
Top 24 Family office private equity investors based in Portland, United States
RevenueBase identified 45 company matches for family office private equity investors associated with Portland, United States as of September 2026 and tracks 495 professional contacts across them, including 270 with verified work emails. Across the United States, New York is the largest hub for this category (690 companies); Portland has 45.
This list covers company matches for family office private equity investors 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.
The 24 largest family office private equity investors based in Portland, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 70 contacts → | ||||
Exact match “Families, foundations and institutions deserve a wealth partner who thinks in decades, not days.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 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 | |||||
| 3 | 42 contacts → | ||||
Exact match “Columbia Trust Company provides personal trust and investment management services, serving as an independent fiduciary that preserves the legacies of our clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 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 | |||||
| 5 | 35 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 19 contacts → | ||||
Exact match “Financial Reserve Companies Financial Reserve, Inc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 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 | |||||
| 8 | 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 | |||||
| 9 | 12 contacts → | ||||
Exact match “Sellwood Investment Partners LLC helps clients achieve their unique goals with thoughtful investment advice, delivered with integrity.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 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 | |||||
| 11 | 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 | |||||
| 12 | 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 | |||||
| 13 | 7 contacts → | ||||
Exact match “Cable Hill Partners merged with Coldstream Capital Management on June 1st 2025.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 6 contacts → | ||||
Exact match “Financial Success Means More Than Just Great Investments!” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 6 contacts → | ||||
Exact match “Your interests.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 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 | |||||
| 17 | 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 | |||||
| 18 | 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 | |||||
| 19 | 3 contacts → | ||||
Exact match “At Pine Capital, we create and manage customized investment portfolios for individuals, family groups and large institutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “Cornerstone to Financial Security The governing arm of a single family office, SGNW is breaking fee of the 'herd' mentality to shift the traditional, habitual financial paradigm…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 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 | |||||
| 22 | 2 contacts → | ||||
Exact match “Lombard Equities Group invests in value-add multifamily investments in several select US cities, on behalf of major US and Non-US family office groups and a handful of Silicon…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “HIGLEY FINANCIAL has a core focus to assess, plan and implement financial strategies for successful individuals, families and businesses to be financially healthy.” 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 “family office private equity investors”. 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 24 of 45 family office private equity investors based in Portland, United States
See the full list, filter by size, metro and specialty, and access 270 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Family office private equity investors 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 45 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 “family office private equity investors” 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 270 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.
Family office private equity investors by metro in the United States
- Family office private equity investors in New York690
- Family office private equity investors in Chicago216
- Family office private equity investors in Dallas209
- Family office private equity investors in Miami196
- Family office private equity investors in Houston157
- Family office private equity investors in Los Angeles147
- Family office private equity investors in Atlanta142
- Family office private equity investors in Boston141
- Family office private equity investors in San Francisco131
- Family office private equity investors in Denver100
- Family office private equity investors in Austin99
- Family office private equity investors in San Diego94
- Family office private equity investors in Charlotte75
- Family office private equity investors in Scottsdale72
- Family office private equity investors in Newport Beach70
- Family office private equity investors in Tampa60
- Family office private equity investors in Cincinnati54
- Family office private equity investors in Seattle53
- Family office private equity investors in Irvine50
- Family office private equity investors in Minneapolis47
- Family office private equity investors in Washington46
- Family office private equity investors in Boca Raton44
- Family office private equity investors in Pittsburgh44
- Family office private equity investors in Birmingham41
- Family office private equity investors in Indianapolis39
- Family office private equity investors in Las Vegas39
- Family office private equity investors in Naples39
- Family office private equity investors in Fort Worth37
- Family office private equity investors in Nashville37
- Family office private equity investors in Omaha35
- Family office private equity investors in Bellevue34
- Family office private equity investors in Raleigh34
- Family office private equity investors in Salt Lake City34
- Family office private equity investors in Madison33
- Family office private equity investors in Phoenix33
- Family office private equity investors in Richmond33
- Family office private equity investors in Sarasota33
- Family office private equity investors in Cleveland32
- Family office private equity investors in Grand Rapids32
- Family office private equity investors in Louisville32
- Family office private equity investors in Overland Park32
- Family office private equity investors in Beverly Hills31
- Family office private equity investors in Columbus31
- Family office private equity investors in Philadelphia31
- Family office private equity investors in Wilmington30
- Family office private equity investors in Orlando29
- Family office private equity investors in San Antonio29
- Family office private equity investors in Charleston28
- Family office private equity investors in Memphis28
- Family office private equity investors in Stamford28
- Family office private equity investors in Fort Lauderdale27
- Family office private equity investors in Coral Gables26
- Family office private equity investors in Greenville26
- Family office private equity investors in Tulsa25
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 “family office private equity investors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many family office private equity investors are there based in Portland, United States?
RevenueBase identified 45 company matches for family office private equity investors 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?
R.M. Davis 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 family office private equity investors?
New York leads the United States with 690 company records, followed by Chicago (216) and Dallas (209). Portland has 45.
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 270 professional contacts with verified work emails tracked across these 45 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.
Ready to reach these companies? Verified emails and direct dials for all 45 family office private equity investors based in Portland, United States. Start with a free account, no credit card.
Download this list →Related lists
Family office private equity investors by geography
- Family office private equity investors based in Brisbane, Australia
- Family office private equity investors based in Melbourne, Australia
- Family office private equity investors based in Sydney, Australia
- Family office private equity investors based in Rio De Janeiro, Brazil
- Family office private equity investors based in Sao Paulo, Brazil
- Family office private equity investors based in Calgary, Canada
- Family office private equity investors based in Montreal, Canada
- Family office private equity investors based in Toronto, Canada
- Family office private equity investors based in Vancouver, Canada
- Family office private equity investors based in Winnipeg, Canada
- Family office private equity investors based in Helsinki, Finland
- Family office private equity investors based in Bordeaux, France
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.
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Company intelligence · public preview
Top 24 family office private equity investors based in Portland, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 45 matching company records for family office private equity investors based in Portland, United States, with 495 tracked contacts and 270 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 24 family office private equity investors based in Portland, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  R.M. Davisrmdavis.comHQ: Portland, ME, United StatesReported employees: 51-200 | Portland, ME, United States | 51-200 | Exact match | 70 contacts → |
“Families, foundations and institutions deserve a wealth partner who thinks in decades, not days.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Vista Capital Partnersvistacp.comHQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 45 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Columbia Trust Companycolumbiatrustcompany.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 42 contacts → |
“Columbia Trust Company provides personal trust and investment management services, serving as an independent fiduciary that preserves the legacies of our clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Becker Capital Management, INCbeckercap.comHQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 38 contacts → |
“Becker Capital Management provides a range of investment management solutions for high net worth individuals, families, nonprofit organizations and institutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Vigilant Wealth Managementvigilantwm.comHQ: Portland, ME, United StatesReported employees: 11-50 | Portland, ME, United States | 11-50 | Exact match | 35 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Financial Reservefinancialreserve.comHQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 19 contacts → |
“Financial Reserve Companies Financial Reserve, Inc.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Great Diamond Partnersgreatdiamondpartners.comHQ: Portland, ME, United StatesReported employees: 11-50 | Portland, ME, United States | 11-50 | Exact match | 14 contacts → |
“Great Diamond Partners is an independent, locally owned wealth management firm serving individuals, families, and organizations in the Maine area and beyond.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Deschutes Investment Consultingdeschutesinvestment.comHQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 13 contacts → |
“Deschutes Investment Consulting was founded in 1997 as an independently owned, SEC-registered, investment advisory firm.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Sellwood Investment Partners LLCsellwoodip.comHQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 12 contacts → |
“Sellwood Investment Partners LLC helps clients achieve their unique goals with thoughtful investment advice, delivered with integrity.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Columbia Associates Wealth Management Groupcolumbiaassociates.comHQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 8 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Cordant Wealth Partnerscordantwealth.comHQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 8 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  CFG Wealth Managementcfgwealth.comHQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 8 contacts → |
“We specialize in meeting the unique wealth management needs of established business owners in the greater Portland, Oregon region.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Cable Hill Partnerscoldstream.comHQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 7 contacts → |
“Cable Hill Partners merged with Coldstream Capital Management on June 1st 2025.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | VON Borstel & Associates, INCvonborstel.com HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 6 contacts → |
“Financial Success Means More Than Just Great Investments!” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Portland Trust Companyportlandtrust.comHQ: Portland, ME, United StatesReported employees: 1-10 | Portland, ME, United States | 1-10 | Exact match | 6 contacts → |
“Your interests.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Rsma Wealth Managementrsmawealthmanagement.comHQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 4 contacts → |
“RSMA Wealth Management provides comprehensive, high-touch wealth management services to our clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | IMS Capital Management, INCimscapital.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 4 contacts → |
“IMS Capital Management is an independent, fee only, Pacific Northwest-based wealth management firm.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Naviquant Capital Managementnaviquant.comHQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 3 contacts → |
“Boutique wealth management, and asset management firm located in Portland Oregon.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Pine Capitalpinecapital.com HQ: Portland, ME, United StatesReported employees: 1-10 | Portland, ME, United States | 1-10 | Exact match | 3 contacts → |
“At Pine Capital, we create and manage customized investment portfolios for individuals, family groups and large institutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Strategic Group NWstrategicgroupnw.com HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 2 contacts → |
“Cornerstone to Financial Security The governing arm of a single family office, SGNW is breaking fee of the 'herd' mentality to shift the traditional, habitual financial paradigm…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Continuity Wealth Managementcontinuitywm.comHQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 2 contacts → |
“Guided by integrity, excellence, collaboration, and a service mindset, we prioritize your best interests and strive to deliver exceptional service.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Lombard Equities Grouplombardequities.com HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 2 contacts → |
“Lombard Equities Group invests in value-add multifamily investments in several select US cities, on behalf of major US and Non-US family office groups and a handful of Silicon…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Portland Global Advisors LLCportlandglobal.com HQ: Portland, ME, United StatesReported employees: 1-10 | Portland, ME, United States | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 24 |  Higley Financialhigleyfinancial.comHQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 1 contacts → |
“HIGLEY FINANCIAL has a core focus to assess, plan and implement financial strategies for successful individuals, families and businesses to be financially healthy.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 45 company matches
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Family office private equity investors: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
44 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 45 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family office private equity investors by metro in the United States
- Family office private equity investors in New York690
- Family office private equity investors in Chicago216
- Family office private equity investors in Dallas209
- Family office private equity investors in Miami196
- Family office private equity investors in Houston157
- Family office private equity investors in Los Angeles147
- Family office private equity investors in Atlanta142
- Family office private equity investors in Boston141
- Family office private equity investors in San Francisco131
- Family office private equity investors in Denver100
- Family office private equity investors in Austin99
- Family office private equity investors in San Diego94
- Family office private equity investors in Charlotte75
- Family office private equity investors in Scottsdale72
- Family office private equity investors in Newport Beach70
- Family office private equity investors in Tampa60
- Family office private equity investors in Cincinnati54
- Family office private equity investors in Seattle53
- Family office private equity investors in Irvine50
- Family office private equity investors in Minneapolis47
- Family office private equity investors in Washington46
- Family office private equity investors in Boca Raton44
- Family office private equity investors in Pittsburgh44
- Family office private equity investors in Birmingham41
- Family office private equity investors in Indianapolis39
- Family office private equity investors in Las Vegas39
- Family office private equity investors in Naples39
- Family office private equity investors in Fort Worth37
- Family office private equity investors in Nashville37
- Family office private equity investors in Omaha35
- Family office private equity investors in Bellevue34
- Family office private equity investors in Raleigh34
- Family office private equity investors in Salt Lake City34
- Family office private equity investors in Madison33
- Family office private equity investors in Phoenix33
- Family office private equity investors in Richmond33
- Family office private equity investors in Sarasota33
- Family office private equity investors in Cleveland32
- Family office private equity investors in Grand Rapids32
- Family office private equity investors in Louisville32
- Family office private equity investors in Overland Park32
- Family office private equity investors in Beverly Hills31
- Family office private equity investors in Columbus31
- Family office private equity investors in Philadelphia31
- Family office private equity investors in Wilmington30
- Family office private equity investors in Orlando29
- Family office private equity investors in San Antonio29
- Family office private equity investors in Charleston28
- Family office private equity investors in Memphis28
- Family office private equity investors in Stamford28
- Family office private equity investors in Fort Lauderdale27
- Family office private equity investors in Coral Gables26
- Family office private equity investors in Greenville26
- Family office private equity investors in Tulsa25
Questions about this company list
What does Exact match mean for family office private equity investors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family office private equity investors did RevenueBase find based in Portland, United States?
The saved snapshot records 45 matching company records, 495 tracked contacts and 270 verified emails. The public preview displays 24 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Family office private equity investors by geography
- Family office private equity investors based in Brisbane, Australia
- Family office private equity investors based in Melbourne, Australia
- Family office private equity investors based in Sydney, Australia
- Family office private equity investors based in Rio De Janeiro, Brazil
- Family office private equity investors based in Sao Paulo, Brazil
- Family office private equity investors based in Calgary, Canada
- Family office private equity investors based in Montreal, Canada
- Family office private equity investors based in Toronto, Canada
- Family office private equity investors based in Vancouver, Canada
- Family office private equity investors based in Winnipeg, Canada
- Family office private equity investors based in Helsinki, Finland
- Family office private equity investors based in Bordeaux, France
Cite this list
RevenueBase Data Team. Top 24 family office private equity investors based in Portland, United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/family-office-private-equity-investors/united-states/portland.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family office private equity investors based in Brisbane, Australia
- Family office private equity investors based in Melbourne, Australia
- Family office private equity investors based in Sydney, Australia
- Family office private equity investors based in Rio De Janeiro, Brazil
- Family office private equity investors based in Sao Paulo, Brazil
- Family office private equity investors based in Calgary, Canada
Company intelligence · public preview
Top 24 family office private equity investors based in Portland, United States
RevenueBase records 45 matching company records for family office private equity investors based in Portland, United States, with 495 tracked contacts and 270 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 24 family office private equity investors based in Portland, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | R.M. Davisrmdavis.com HQ: Portland, ME, United StatesReported employees: 51-200 | Portland, ME, United States | 51-200 | Exact match | 70 contacts → |
“Families, foundations and institutions deserve a wealth partner who thinks in decades, not days.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Vista Capital Partnersvistacp.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 45 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Columbia Trust Companycolumbiatrustcompany.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 42 contacts → |
“Columbia Trust Company provides personal trust and investment management services, serving as an independent fiduciary that preserves the legacies of our clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Becker Capital Management, INCbeckercap.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 38 contacts → |
“Becker Capital Management provides a range of investment management solutions for high net worth individuals, families, nonprofit organizations and institutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Vigilant Wealth Managementvigilantwm.com HQ: Portland, ME, United StatesReported employees: 11-50 | Portland, ME, United States | 11-50 | Exact match | 35 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Financial Reservefinancialreserve.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 19 contacts → |
“Financial Reserve Companies Financial Reserve, Inc.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Great Diamond Partnersgreatdiamondpartners.com HQ: Portland, ME, United StatesReported employees: 11-50 | Portland, ME, United States | 11-50 | Exact match | 14 contacts → |
“Great Diamond Partners is an independent, locally owned wealth management firm serving individuals, families, and organizations in the Maine area and beyond.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Deschutes Investment Consultingdeschutesinvestment.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 13 contacts → |
“Deschutes Investment Consulting was founded in 1997 as an independently owned, SEC-registered, investment advisory firm.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Sellwood Investment Partners LLCsellwoodip.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 12 contacts → |
“Sellwood Investment Partners LLC helps clients achieve their unique goals with thoughtful investment advice, delivered with integrity.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Columbia Associates Wealth Management Groupcolumbiaassociates.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 8 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Cordant Wealth Partnerscordantwealth.com HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 8 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | CFG Wealth Managementcfgwealth.com HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 8 contacts → |
“We specialize in meeting the unique wealth management needs of established business owners in the greater Portland, Oregon region.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Cable Hill Partnerscoldstream.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 7 contacts → |
“Cable Hill Partners merged with Coldstream Capital Management on June 1st 2025.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | VON Borstel & Associates, INCvonborstel.com HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 6 contacts → |
“Financial Success Means More Than Just Great Investments!” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Portland Trust Companyportlandtrust.com HQ: Portland, ME, United StatesReported employees: 1-10 | Portland, ME, United States | 1-10 | Exact match | 6 contacts → |
“Your interests.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Rsma Wealth Managementrsmawealthmanagement.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 4 contacts → |
“RSMA Wealth Management provides comprehensive, high-touch wealth management services to our clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | IMS Capital Management, INCimscapital.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 4 contacts → |
“IMS Capital Management is an independent, fee only, Pacific Northwest-based wealth management firm.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Naviquant Capital Managementnaviquant.com HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 3 contacts → |
“Boutique wealth management, and asset management firm located in Portland Oregon.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Pine Capitalpinecapital.com HQ: Portland, ME, United StatesReported employees: 1-10 | Portland, ME, United States | 1-10 | Exact match | 3 contacts → |
“At Pine Capital, we create and manage customized investment portfolios for individuals, family groups and large institutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Strategic Group NWstrategicgroupnw.com HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 2 contacts → |
“Cornerstone to Financial Security The governing arm of a single family office, SGNW is breaking fee of the 'herd' mentality to shift the traditional, habitual financial paradigm…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Continuity Wealth Managementcontinuitywm.com HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 2 contacts → |
“Guided by integrity, excellence, collaboration, and a service mindset, we prioritize your best interests and strive to deliver exceptional service.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Lombard Equities Grouplombardequities.com HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 2 contacts → |
“Lombard Equities Group invests in value-add multifamily investments in several select US cities, on behalf of major US and Non-US family office groups and a handful of Silicon…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Portland Global Advisors LLCportlandglobal.com HQ: Portland, ME, United StatesReported employees: 1-10 | Portland, ME, United States | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 24 | Higley Financialhigleyfinancial.com HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 1 contacts → |
“HIGLEY FINANCIAL has a core focus to assess, plan and implement financial strategies for successful individuals, families and businesses to be financially healthy.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 45 company matches
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Family office private equity investors: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
44 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 45 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family office private equity investors by metro in the United States
- Family office private equity investors in New York690
- Family office private equity investors in Chicago216
- Family office private equity investors in Dallas209
- Family office private equity investors in Miami196
- Family office private equity investors in Houston157
- Family office private equity investors in Los Angeles147
- Family office private equity investors in Atlanta142
- Family office private equity investors in Boston141
- Family office private equity investors in San Francisco131
- Family office private equity investors in Denver100
- Family office private equity investors in Austin99
- Family office private equity investors in San Diego94
- Family office private equity investors in Charlotte75
- Family office private equity investors in Scottsdale72
- Family office private equity investors in Newport Beach70
- Family office private equity investors in Tampa60
- Family office private equity investors in Cincinnati54
- Family office private equity investors in Seattle53
- Family office private equity investors in Irvine50
- Family office private equity investors in Minneapolis47
- Family office private equity investors in Washington46
- Family office private equity investors in Boca Raton44
- Family office private equity investors in Pittsburgh44
- Family office private equity investors in Birmingham41
- Family office private equity investors in Indianapolis39
- Family office private equity investors in Las Vegas39
- Family office private equity investors in Naples39
- Family office private equity investors in Fort Worth37
- Family office private equity investors in Nashville37
- Family office private equity investors in Omaha35
- Family office private equity investors in Bellevue34
- Family office private equity investors in Raleigh34
- Family office private equity investors in Salt Lake City34
- Family office private equity investors in Madison33
- Family office private equity investors in Phoenix33
- Family office private equity investors in Richmond33
- Family office private equity investors in Sarasota33
- Family office private equity investors in Cleveland32
- Family office private equity investors in Grand Rapids32
- Family office private equity investors in Louisville32
- Family office private equity investors in Overland Park32
- Family office private equity investors in Beverly Hills31
- Family office private equity investors in Columbus31
- Family office private equity investors in Philadelphia31
- Family office private equity investors in Wilmington30
- Family office private equity investors in Orlando29
- Family office private equity investors in San Antonio29
- Family office private equity investors in Charleston28
- Family office private equity investors in Memphis28
- Family office private equity investors in Stamford28
- Family office private equity investors in Fort Lauderdale27
- Family office private equity investors in Coral Gables26
- Family office private equity investors in Greenville26
- Family office private equity investors in Tulsa25
Questions about this company list
What does Exact match mean for family office private equity investors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family office private equity investors did RevenueBase find based in Portland, United States?
The saved snapshot records 45 matching company records, 495 tracked contacts and 270 verified emails. The public preview displays 24 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Family office private equity investors by geography
- Family office private equity investors based in Brisbane, Australia
- Family office private equity investors based in Melbourne, Australia
- Family office private equity investors based in Sydney, Australia
- Family office private equity investors based in Rio De Janeiro, Brazil
- Family office private equity investors based in Sao Paulo, Brazil
- Family office private equity investors based in Calgary, Canada
- Family office private equity investors based in Montreal, Canada
- Family office private equity investors based in Toronto, Canada
- Family office private equity investors based in Vancouver, Canada
- Family office private equity investors based in Winnipeg, Canada
- Family office private equity investors based in Helsinki, Finland
- Family office private equity investors based in Bordeaux, France
Cite this list
RevenueBase Data Team. Top 24 family office private equity investors based in Portland, United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/family-office-private-equity-investors/united-states/portland.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family office private equity investors based in Brisbane, Australia
- Family office private equity investors based in Melbourne, Australia
- Family office private equity investors based in Sydney, Australia
- Family office private equity investors based in Rio De Janeiro, Brazil
- Family office private equity investors based in Sao Paulo, Brazil
- Family office private equity investors based in Calgary, Canada