Company lists · Data refreshed September 2026
Top 22 Stock portfolio companies based in Portland, United States
RevenueBase identified 40 stock portfolio companies headquartered in Portland, United States as of September 2026 and tracks 353 professional contacts across them, including 158 with verified work emails. New York is the largest hub.
This list covers stock portfolio companies 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 19, 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.
The 22 largest stock portfolio companies based in Portland, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 45 contacts → | ||||
Indirect 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 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 19 contacts → | ||||
Indirect evidence “Founded by Tim Phillips, Phillips & Company is an independent, SEC-registered investment advisory firm, serving over clients nationwide.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 14 contacts → | ||||
Indirect evidence “Great Diamond Partners is an independent, locally owned wealth management firm serving individuals, families, and organizations in the Maine area and beyond.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 12 contacts → | ||||
Indirect evidence “HEADINVEST LLC is an investment management company based out of 7 CUSTOM HOUSE 4TH FL, PORTLAND, Maine, United States.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 12 contacts → | ||||
Indirect evidence “Sellwood Investment Partners LLC helps clients achieve their unique goals with thoughtful investment advice, delivered with integrity.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 8 contacts → | ||||
Indirect 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 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 8 contacts → | ||||
Indirect 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 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 7 contacts → | ||||
Indirect evidence “We are a full-service registered investment advisory firm.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 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 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Indirect evidence “Our investment is in our relationship with you.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Indirect evidence “Boutique wealth management, and asset management firm located in Portland Oregon.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Partial evidence “At Pine Capital, we create and manage customized investment portfolios for individuals, family groups and large institutions.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Indirect evidence “Peregrine Asset Advisers helps people to grow their assets to become financially independent in order to meet their needs, interests and commitments.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 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 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Indirect evidence “U.S.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Indirect evidence “A US based investment manager.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Indirect evidence “August Wealth Management is a registered investment advisory firm based in Portland, Maine.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 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 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 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 19, 2026Thanks. The Data Team will review it. | |||||
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: stock portfolio companies. 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 stock portfolio companies.
- Partial evidence
- Its own public description names part of stock portfolio companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name stock portfolio companies. 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 22 of 40 stock portfolio companies based in Portland, United States
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Stock portfolio 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 40 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 stock portfolio companies, 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 “stock portfolio companies”. 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 stock portfolio companies), 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 stock portfolio companies, 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, 158 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 19, 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.
Stock portfolio companies by metro in the United States
- Stock portfolio companies in New York235
- Stock portfolio companies in Chicago70
- Stock portfolio companies in Boston68
- Stock portfolio companies in Dallas67
- Stock portfolio companies in San Francisco64
- Stock portfolio companies in Atlanta59
- Stock portfolio companies in Miami50
- Stock portfolio companies in San Diego48
- Stock portfolio companies in Houston45
- Stock portfolio companies in Austin44
- Stock portfolio companies in Los Angeles42
- Stock portfolio companies in Portland40
- Stock portfolio companies in Scottsdale37
- Stock portfolio companies in Charlotte36
- Stock portfolio companies in Denver33
- Stock portfolio companies in Seattle32
- Stock portfolio companies in Tampa28
- Stock portfolio companies in Newport Beach27
- Stock portfolio companies in Birmingham25
- Stock portfolio companies in Las Vegas25
- Stock portfolio companies in Minneapolis25
- Stock portfolio companies in Pittsburgh25
- Stock portfolio companies in San Antonio25
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 stock portfolio companies, 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 stock portfolio companies are there based in Portland, United States?
RevenueBase identified 40 stock portfolio companies 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 stock portfolio companies?
New York leads with 235 headquartered companies, followed by Chicago (70) and Boston (68).
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 158 verified decision-maker contacts tracked across these 40 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 19, 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.
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