Company lists · Data refreshed September 2026
Top 16 Mutual funds companies based in Portland, United States
RevenueBase identified 31 company matches for mutual funds companies associated with Portland, United States as of September 2026 and tracks 310 professional contacts across them, including 132 with verified work emails. Across the United States, New York is the largest hub for this category (173 companies); Portland has 31.
This list covers company matches for mutual funds companies 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 19, 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 16 largest mutual funds companies based in Portland, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 19, 2026 · View company records in RevenueBase | |||||
| 2 | 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 19, 2026 · View company records in RevenueBase | |||||
| 3 | 16 contacts → | ||||
Exact match “Matisse Capital is an SEC-Registered Investment Advisor and the manager of Matisse Funds, which includes two publicly traded open-end mutual funds.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 13 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 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 19, 2026 · View company records in RevenueBase | |||||
| 6 | 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 19, 2026 · View company records in RevenueBase | |||||
| 7 | 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 19, 2026 · View company records in RevenueBase | |||||
| 8 | 8 contacts → | ||||
Exact match “FINANCIAL INVESTMENT TEAM is a financial services business specializing in direct asset management.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 8 contacts → | ||||
Exact match “Cascadia Wealth Management has been assisting individuals and businesses since We currently have 30 Financial Advisors with an average 15 years of experience.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 7 contacts → | ||||
Exact match “We are a full-service registered investment advisory firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 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 19, 2026 · View company records in RevenueBase | |||||
| 12 | 3 contacts → | ||||
Exact match “At Steinberg Investment Group, we believe in serving those in our community regardless of gender identity, religion, or family status.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 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 19, 2026 · View company records in RevenueBase | |||||
| 14 | 1 contacts → | ||||
Exact match “August Wealth Management is a registered investment advisory firm based in Portland, Maine.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 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 19, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “Whether your dreams take you far from home or involve building a new one, the team at Emery Foley Investment Management is here to help you pursue them.” Recorded in the RevenueBase company graph · Sep 19, 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 “mutual funds companies”. 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 16 of 31 mutual funds companies based in Portland, United States
See the full list, filter by size, metro and specialty, and access 132 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Mutual funds companies based in Portland, United States at a glance
As of Sep 19, 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 31 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 “mutual funds companies” 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 132 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 19, 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.
Mutual funds companies by metro in the United States
- Mutual funds companies in New York173
- Mutual funds companies in Dallas54
- Mutual funds companies in Chicago53
- Mutual funds companies in Boston52
- Mutual funds companies in Atlanta50
- Mutual funds companies in San Francisco49
- Mutual funds companies in Miami44
- Mutual funds companies in Houston42
- Mutual funds companies in San Diego40
- Mutual funds companies in Los Angeles34
- Mutual funds companies in Austin30
- Mutual funds companies in Charlotte27
- Mutual funds companies in Denver26
- Mutual funds companies in Minneapolis26
- Mutual funds companies in Scottsdale25
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 “mutual funds companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many mutual funds companies are there based in Portland, United States?
RevenueBase identified 31 company matches for mutual funds companies associated with Portland, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Vista Capital Partners tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most mutual funds companies?
New York leads the United States with 173 company records, followed by Dallas (54) and Chicago (53). Portland has 31.
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 132 professional contacts with verified work emails tracked across these 31 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 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 31 mutual funds companies based in Portland, United States. Start with a free account, no credit card.
Download this list →Related lists
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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.
More company lists
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- Lists by location
- Lists A-Z
- New lists
- Mutual funds companies based in Ahmedabad, India
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Company intelligence · public preview
Top 16 mutual funds companies 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 31 matching company records for mutual funds companies based in Portland, United States, with 310 tracked contacts and 132 verified work emails.
This public preview shows 16 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 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 16 mutual funds companies 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 |  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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Matisse Capitalmatissecap.comHQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 16 contacts → |
“Matisse Capital is an SEC-Registered Investment Advisor and the manager of Matisse Funds, which includes two publicly traded open-end mutual funds.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  OLD Port Advisors Est. 1994oldportadvisors.comHQ: Portland, ME, United StatesReported employees: 11-50 | Portland, ME, United States | 11-50 | Exact match | 13 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Financial Investment Teamfi-team.comHQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 8 contacts → |
“FINANCIAL INVESTMENT TEAM is a financial services business specializing in direct asset management.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Cascadia Wealth Managementcascadiawm.comHQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 8 contacts → |
“Cascadia Wealth Management has been assisting individuals and businesses since We currently have 30 Financial Advisors with an average 15 years of experience.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Sloy Dahl & Holst INCsdh-inc.comHQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 7 contacts → |
“We are a full-service registered investment advisory firm.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Summit Advisors NWsummitadvisorsnw.comHQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 4 contacts → |
“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 description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Steinberg Investment Groupsteinberginvestmentgroup.comHQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 3 contacts → |
“At Steinberg Investment Group, we believe in serving those in our community regardless of gender identity, religion, or family status.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | 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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  August Wealth Management, LLCaugustwealthmanagement.comHQ: Portland, ME, United StatesReported employees: 1-10 | Portland, ME, United States | 1-10 | Exact match | 1 contacts → |
“August Wealth Management is a registered investment advisory firm based in Portland, Maine.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 1 contacts → |
“Whether your dreams take you far from home or involve building a new one, the team at Emery Foley Investment Management is here to help you pursue them.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 16 of 31 company matches
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Mutual funds companies: dataset insights
September 19, 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
31 records in the displayed employee bands.
0 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 31 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 19, 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 ↗
Mutual funds companies by metro in the United States
- Mutual funds companies in New York173
- Mutual funds companies in Dallas54
- Mutual funds companies in Chicago53
- Mutual funds companies in Boston52
- Mutual funds companies in Atlanta50
- Mutual funds companies in San Francisco49
- Mutual funds companies in Miami44
- Mutual funds companies in Houston42
- Mutual funds companies in San Diego40
- Mutual funds companies in Los Angeles34
- Mutual funds companies in Austin30
- Mutual funds companies in Charlotte27
- Mutual funds companies in Denver26
- Mutual funds companies in Minneapolis26
- Mutual funds companies in Scottsdale25
Questions about this company list
What does Exact match mean for mutual funds companies?
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 mutual funds companies did RevenueBase find based in Portland, United States?
The saved snapshot records 31 matching company records, 310 tracked contacts and 132 verified emails. The public preview displays 16 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 19, 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
Mutual funds companies by geography
- Mutual funds companies based in Ahmedabad, India
- Mutual funds companies based in Bangalore, India
- Mutual funds companies based in Chennai, India
- Mutual funds companies based in Kolkata, India
- Mutual funds companies based in Mumbai, India
- Mutual funds companies based in New Delhi, India
- Mutual funds companies based in Pune, India
- Mutual funds companies based in Atlanta, United States
- Mutual funds companies based in Austin, United States
- Mutual funds companies based in Boston, United States
- Mutual funds companies based in Charlotte, United States
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Cite this list
RevenueBase Data Team. Top 16 mutual funds companies based in Portland, United States. Snapshot: September 19, 2026. https://revenuebase.ai/companies/mutual-funds-companies/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
- Mutual funds companies based in Ahmedabad, India
- Mutual funds companies based in Bangalore, India
- Mutual funds companies based in Chennai, India
- Mutual funds companies based in Kolkata, India
- Mutual funds companies based in Mumbai, India
- Mutual funds companies based in New Delhi, India
Company intelligence · public preview
Top 16 mutual funds companies based in Portland, United States
RevenueBase records 31 matching company records for mutual funds companies based in Portland, United States, with 310 tracked contacts and 132 verified work emails.
This public preview shows 16 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 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 16 mutual funds companies 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 | 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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | 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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Matisse Capitalmatissecap.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 16 contacts → |
“Matisse Capital is an SEC-Registered Investment Advisor and the manager of Matisse Funds, which includes two publicly traded open-end mutual funds.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | OLD Port Advisors Est. 1994oldportadvisors.com HQ: Portland, ME, United StatesReported employees: 11-50 | Portland, ME, United States | 11-50 | Exact match | 13 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | 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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | 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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | 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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Financial Investment Teamfi-team.com HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 8 contacts → |
“FINANCIAL INVESTMENT TEAM is a financial services business specializing in direct asset management.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Cascadia Wealth Managementcascadiawm.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 8 contacts → |
“Cascadia Wealth Management has been assisting individuals and businesses since We currently have 30 Financial Advisors with an average 15 years of experience.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Sloy Dahl & Holst INCsdh-inc.com HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 7 contacts → |
“We are a full-service registered investment advisory firm.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Summit Advisors NWsummitadvisorsnw.com HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 4 contacts → |
“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 description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Steinberg Investment Groupsteinberginvestmentgroup.com HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 3 contacts → |
“At Steinberg Investment Group, we believe in serving those in our community regardless of gender identity, religion, or family status.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | 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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | August Wealth Management, LLCaugustwealthmanagement.com HQ: Portland, ME, United StatesReported employees: 1-10 | Portland, ME, United States | 1-10 | Exact match | 1 contacts → |
“August Wealth Management is a registered investment advisory firm based in Portland, Maine.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | 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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 1 contacts → |
“Whether your dreams take you far from home or involve building a new one, the team at Emery Foley Investment Management is here to help you pursue them.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 16 of 31 company matches
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Mutual funds companies: dataset insights
September 19, 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
31 records in the displayed employee bands.
0 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 31 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 19, 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 ↗
Mutual funds companies by metro in the United States
- Mutual funds companies in New York173
- Mutual funds companies in Dallas54
- Mutual funds companies in Chicago53
- Mutual funds companies in Boston52
- Mutual funds companies in Atlanta50
- Mutual funds companies in San Francisco49
- Mutual funds companies in Miami44
- Mutual funds companies in Houston42
- Mutual funds companies in San Diego40
- Mutual funds companies in Los Angeles34
- Mutual funds companies in Austin30
- Mutual funds companies in Charlotte27
- Mutual funds companies in Denver26
- Mutual funds companies in Minneapolis26
- Mutual funds companies in Scottsdale25
Questions about this company list
What does Exact match mean for mutual funds companies?
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 mutual funds companies did RevenueBase find based in Portland, United States?
The saved snapshot records 31 matching company records, 310 tracked contacts and 132 verified emails. The public preview displays 16 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 19, 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.
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Cite this list
RevenueBase Data Team. Top 16 mutual funds companies based in Portland, United States. Snapshot: September 19, 2026. https://revenuebase.ai/companies/mutual-funds-companies/united-states/portland.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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