Company lists · Data refreshed September 2026

Top 19 Life insurance consulting firms based in Portland, United States

Name: Life insurance consulting firms 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 38 companies tracked

RevenueBase identified 38 company matches for life insurance consulting firms associated with Portland, United States as of September 2026 and tracks 728 professional contacts across them, including 416 with verified work emails. Across the United States, New York is the largest hub for this category (196 companies); Portland has 38.

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

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

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

38Companies

728Contacts tracked

416Verified emails

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The 19 largest life insurance consulting firms based in Portland, United States

Ranked by team size

Top 19 of 38 company matches for life insurance consulting firms based in Portland, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	The Partners Group	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	201-500	266 contacts →
	Exact match “At The Partners Group, we offer insurance, consulting, and financial services all in one place.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Rvk, INC	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	51-200	139 contacts →
	Exact match “RVK is a national firm with headquarters in Portland, OR and regional offices in Boise, ID; Chicago, IL; and New York, NY.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Clark Insurance, A Marsh & Mclennan Agency LLC Company	Exact match	Portland, ME, United StatesHQ recorded Sep 28, 2026	51-200	134 contacts →
	Exact match “Clark Insurance, a Marsh & McLennan Agency LLC company, provides business insurance, employee health & benefits, retirement & wealth, and private client insurance solutions to…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Finity Group, LLC	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	11-50	28 contacts →
	Exact match “Finity Group, LLC is a privately owned and truly independent financial services firm, providing objective, situation specific recommendations to individuals, businesses and the…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Succession Resource Group	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	11-50	25 contacts →
	Exact match “Succession Resource Group is a boutique succession planning consulting firm dedicated to helping financial advisors and other small business owners value, grow, protect, and plan…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Alera Group Csnw Benefits	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	11-50	16 contacts →
	Exact match “CSNW Benefits helps employers attract, retain, and reward employees through custom benefits and retirement plans.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Lotfey Dennett Insurance Brokers	Exact match	Portland, ME, United StatesHQ recorded Sep 28, 2026	1-10	15 contacts →
	Exact match “Lotfey Dennett Insurance Brokers was founded in 2015 by Nicholas Lotfey and Matthew Dennett.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Preisz Financial	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	11-50	12 contacts →
	Exact match “PREISZ Financial, is a "one-stop shop" financial services firm passionate about helping you pursue and preserve lifelong financial security and well-being.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Tenbridge Partners	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “Guiding with curiosity and trusted expertise, we empower people to live their unique story with financial clarity and confidence.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	ITI Financial Services	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “Welcome to iTi Financial Services LLC, a comprehensive source for Taxes, Insurance and Financial Services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	PRL Insurance	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “Welcome to PRL Insurance where we offer personal, business, life, and individual health insurance and have been offering peace of mind in the Greater Portland, Oregon and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Insurance Consulting Services, INC	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Based in Portland, Oregon, Insurance Consulting Services, Inc.(ICS) is a recognized leader in life insurance, wealth transfer and estate planning, and business continuation for…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Summit Advisors NW	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Inman Financial	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Planning your financial strategy involves many important decisions that may feel overwhelming.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Diane Newman State Farm	Exact match	Portland, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Chartered Financial Consultant, Certified Advisor for Senior Living” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Bridge City Insurance	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “We’re a locally owned insurance brokerage agency with a team of professionals ready to help you find the right coverage and protection that will respond to you in a time of need…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Golsan Scruggs	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	11-50	2 contacts →
	Exact match “Golsan Scruggs is a specialized risk management consultant and coporate insurance brokerage firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Exit Strategies 360	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “With 20+ years of brokerage and deal advisory experience, we have answers and clarity for your best path to retirement.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Arthur Mitchell & Associates	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “Promise We are fiercely dedicated to transforming our client's personal and financial lives.” 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 “life insurance consulting firms”. 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 19 of 38 life insurance consulting firms based in Portland, United States

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Life insurance consulting firms based in Portland, United States at a glance

As of Sep 28, 2026

57.1%Verified-email coverage

19.2Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 38 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 “life insurance consulting firms” 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 416 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.

Life insurance consulting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

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

How many life insurance consulting firms are there based in Portland, United States?

RevenueBase identified 38 company matches for life insurance consulting firms 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?

The Partners Group 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 life insurance consulting firms?

New York leads the United States with 196 company records, followed by Houston (145) and Dallas (117). Portland has 38.

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 416 professional contacts with verified work emails tracked across these 38 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.