Company lists · Data refreshed September 2026

Top 25 Fintech wealth platforms based in Portland, United States

Name: Fintech wealth 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 14, 2026 48 companies tracked

RevenueBase identified 48 fintech wealth platforms headquartered in Portland, United States as of September 2026 and tracks 361 professional contacts across them, including 161 with verified work emails. New York is the largest hub.

This list covers fintech wealth 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 14, 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 14, 2026 86% judged on-target in blind review

48Companies

361Contacts tracked

161Verified emails

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The 25 largest fintech wealth platforms based in Portland, United States

Ranked by team size

Top 25 of 48 fintech wealth platforms based in Portland, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to fintech wealth 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	Vista Capital Partners	Partial evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	11-50	45 contacts →
	Partial 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 14, 2026
2	Becker Capital Management, INC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	11-50	38 contacts →
	Indirect 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 14, 2026
3	Cornerstone Financial Planning, LLC	Indirect evidence	Portland, ME, United StatesHQ checked Sep 14, 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 14, 2026
4	OLD Port Advisors Est. 1994	Indirect evidence	Portland, ME, United StatesHQ checked Sep 14, 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 14, 2026
5	Deschutes Investment Consulting	Indirect evidence	Portland, OR, United StatesHQ checked Sep 14, 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 14, 2026
6	Preisz Financial	Indirect evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	11-50	12 contacts →
	Indirect evidence “PREISZ Financial, is a "one-stop shop" financial services firm passionate about helping you pursue and preserve lifelong financial security and well-being.” Source: RevenueBase Database · checked Sep 14, 2026
7	Columbia Associates Wealth Management Group	Partial evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	11-50	8 contacts →
	Partial 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 14, 2026
8	Cordant Wealth Partners	Partial evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	1-10	8 contacts →
	Partial 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 14, 2026
9	Financial Investment Team	Indirect evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	1-10	8 contacts →
	Indirect evidence “FINANCIAL INVESTMENT TEAM is a financial services business specializing in direct asset management.” Source: RevenueBase Database · checked Sep 14, 2026
10	Cascadia Wealth Management	Partial evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	11-50	8 contacts →
	Partial evidence “Cascadia Wealth Management has been assisting individuals and businesses since We currently have 30 Financial Advisors with an average 15 years of experience.” Source: RevenueBase Database · checked Sep 14, 2026
11	Sloy Dahl & Holst INC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	1-10	7 contacts →
	Indirect evidence “We are a full-service registered investment advisory firm.” Source: RevenueBase Database · checked Sep 14, 2026
12	Portland Trust Company	Indirect evidence	Portland, ME, United StatesHQ checked Sep 14, 2026	1-10	6 contacts →
	Indirect evidence “Your interests.” Source: RevenueBase Database · checked Sep 14, 2026
13	Mill Street Financial, LLC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	11-50	4 contacts →
	Indirect evidence “At Mill Street Financial, we get it.” Source: RevenueBase Database · checked Sep 14, 2026
14	Modernist Financial	Indirect evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	1-10	4 contacts →
	Indirect evidence “We use evidence-based financial insights to empower our clients & communities to enjoy today while investing in our common future.” Source: RevenueBase Database · checked Sep 14, 2026
15	Daybreak Financial Partners	Indirect evidence	Portland, ME, United StatesHQ checked Sep 14, 2026	1-10	4 contacts →
	Indirect evidence “Daybreak Financial Partners-partnering with one another to best partner with you.” Source: RevenueBase Database · checked Sep 14, 2026
16	Summit Advisors NW	Indirect evidence	Portland, OR, United StatesHQ checked Sep 14, 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 14, 2026
17	Steinberg Investment Group	Indirect evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	1-10	3 contacts →
	Indirect evidence “At Steinberg Investment Group, we believe in serving those in our community regardless of gender identity, religion, or family status.” Source: RevenueBase Database · checked Sep 14, 2026
18	Blue River Capital Management, LLC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	1-10	2 contacts →
	Indirect evidence “Blue River Capital Management is a registered investment advisor serving clients in all of life's stages.” Source: RevenueBase Database · checked Sep 14, 2026
19	Life-Tyme	Indirect evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	1-10	2 contacts →
	Indirect evidence “A seamless and all-encompassing experience for investors, customers and clients, ensuring that various needs can be met under one roof.” Source: RevenueBase Database · checked Sep 14, 2026
20	Grow Financial Planning & Investment Management	Indirect evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	1-10	2 contacts →
	Indirect evidence “Investing isn't just about numbers and the bottom line.” Source: RevenueBase Database · checked Sep 14, 2026
21	Pattern	Partial evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	1-10	1 contacts →
	Partial evidence “A modern financial membership that combines access to a personal financial advisory team with a powerful robo-platform.” Source: RevenueBase Database · checked Sep 14, 2026
22	Frazier Wealth Management LLC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	1-10	1 contacts →
	Indirect evidence “Financial freedom requires a game plan, execution, and implementation of that game plan.” Source: RevenueBase Database · checked Sep 14, 2026
23	August Wealth Management, LLC	Partial evidence	Portland, ME, United StatesHQ checked Sep 14, 2026	1-10	1 contacts →
	Partial evidence “August Wealth Management is a registered investment advisory firm based in Portland, Maine.” Source: RevenueBase Database · checked Sep 14, 2026
24	Higley Financial	Indirect evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	1-10	1 contacts →
	Indirect evidence “HIGLEY FINANCIAL has a core focus to assess, plan and implement financial strategies for successful individuals, families and businesses to be financially healthy.” Source: RevenueBase Database · checked Sep 14, 2026
25	Emery Foley Investment Management Of LPL Financial	Indirect evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	1-10	1 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 14, 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: fintech wealth 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 fintech wealth platforms.
Partial evidence: Its own public description names part of fintech wealth platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fintech wealth 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 48 fintech wealth platforms based in Portland, United States

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Fintech wealth platforms based in Portland, United States at a glance

As of Sep 14, 2026

44.6%Verified-email coverage

7.5Average contacts per company

1-10Median size (employees)

443.8%Largest-city concentration · New York

Sep 14, 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 48 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 fintech wealth 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 “fintech wealth 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 fintech wealth 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 fintech wealth 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, 161 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 14, 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.

Fintech wealth 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 fintech wealth 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 fintech wealth platforms are there based in Portland, United States?

RevenueBase identified 48 fintech wealth 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?

Vista Capital Partners, headquartered in Portland, tops this list with the largest team on record.

Which city has the most fintech wealth platforms?

New York leads with 213 headquartered companies, followed by San Francisco (95) and Atlanta (90).

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 161 verified decision-maker contacts tracked across these 48 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 14, 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.