Company lists · Data refreshed September 2026

Top 18 Women owned financial consulting firms based in Portland, United States

RevenueBase identified 27 women owned financial consulting firms headquartered in Portland, United States as of September 2026 and tracks 138 professional contacts across them, including 71 with verified work emails. Across the United States, New York is the largest hub for this category (125 companies); Portland has 27.

This list covers women owned financial consulting firms 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 29, 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 29, 2026 86% judged on-target in blind review
27Companies
138Contacts tracked
71Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 18 largest women owned financial consulting firms based in Portland, United States

Ranked by team size
Top 18 of 27 women owned financial consulting firms based in Portland, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to women owned financial consulting firms: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidencePortland, OR, United StatesHQ checked Sep 29, 202611-5019 contacts →

Strong evidence

“Vision Capital Management is a women-founded, fee-only firm dedicated to helping individuals and families achieve lasting financial confidence.”

Source: RevenueBase Database · checked Sep 29, 2026
2Partial evidencePortland, ME, United StatesHQ checked Sep 29, 202611-5014 contacts →

Partial 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 29, 2026
3Partial evidencePortland, OR, United StatesHQ checked Sep 29, 202611-5012 contacts →

Partial 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 29, 2026
4Partial evidencePortland, OR, United StatesHQ checked Sep 29, 202611-508 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 29, 2026
5Indirect evidencePortland, ME, United StatesHQ checked Sep 29, 20261-107 contacts →

Indirect evidence

“Robinson Smith Wealth Advisors provides independent fiduciary fee-only advice to high net worth executives and working professionals on how to achieve their goals and enjoy their…”

Source: RevenueBase Database · checked Sep 29, 2026
6Partial evidencePortland, OR, United StatesHQ checked Sep 29, 20261-106 contacts →

Partial evidence

“Financial Success Means More Than Just Great Investments!”

Source: RevenueBase Database · checked Sep 29, 2026
7Partial evidencePortland, OR, United StatesHQ checked Sep 29, 20261-106 contacts →

Partial evidence

“Guiding with curiosity and trusted expertise, we empower people to live their unique story with financial clarity and confidence.”

Source: RevenueBase Database · checked Sep 29, 2026
8Partial evidencePortland, OR, United StatesHQ checked Sep 29, 20261-105 contacts →

Partial evidence

“Thimbleberry Financial is a boutique firm focused on providing clients with the advice and tools needed to reach their financial goals.”

Source: RevenueBase Database · checked Sep 29, 2026
9Partial evidencePortland, ME, United StatesHQ checked Sep 29, 20261-104 contacts →

Partial evidence

“Empowering Financial Futures: Discover Vis Wealth Partners, we specialize in fee-based financial planning, investments, customized wealth planning, and a comprehensive range of…”

Source: RevenueBase Database · checked Sep 29, 2026
10Partial evidencePortland, CT, United StatesHQ checked Sep 29, 20261-104 contacts →

Partial evidence

“Our financial firm, led by Joseph Carollo, CPA, offers a broad range of services for business owners, executives and independent professionals.”

Source: RevenueBase Database · checked Sep 29, 2026
11Partial evidencePortland, ME, United StatesHQ checked Sep 29, 20261-104 contacts →

Partial evidence

“Daybreak Financial Partners-partnering with one another to best partner with you.”

Source: RevenueBase Database · checked Sep 29, 2026
12Partial evidencePortland, OR, United StatesHQ checked Sep 29, 20261-103 contacts →

Partial evidence

“Infinite Heights is a female-focused financial planning firm, passionate about making money more approachable and helping you build a life you love!”

Source: RevenueBase Database · checked Sep 29, 2026
13Partial evidencePortland, United StatesHQ checked Sep 29, 20261-103 contacts →

Partial evidence

“Chartered Financial Consultant, Certified Advisor for Senior Living”

Source: RevenueBase Database · checked Sep 29, 2026
14Indirect evidencePortland, OR, United StatesHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“Bees Boutique Accounting: Where passion meets finance!”

Source: RevenueBase Database · checked Sep 29, 2026
15Indirect evidencePortland, ME, United StatesHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
16Strong evidencePortland, OR, United StatesHQ checked Sep 29, 20261-101 contacts →

Strong evidence

“Wiley Consulting Inc,(WCI), was established in 2010 to provide support to financial institutions who need special project support in the areas of Asset Management and Credit…”

Source: RevenueBase Database · checked Sep 29, 2026
17Strong evidencePortland, OR, United StatesHQ checked Sep 29, 20261-101 contacts →

Strong evidence

“OneRiver, financial advisor, Portland, investing, women, finances, help, OneRiver Financial”

Source: RevenueBase Database · checked Sep 29, 2026
18Partial evidencePortland, OR, United StatesHQ checked Sep 29, 20261-101 contacts →

Partial 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 29, 2026

Showing 18 of 27 women owned financial consulting firms based in Portland, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 71 reachable decision-makers.

Free signup · no credit card

View the full list →

Women owned financial consulting firms based in Portland, United States at a glance

As of Sep 29, 2026
51.4%Verified-email coverage
5.1Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
21
11-50
5
51-200
1

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 27 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 women owned financial consulting firms, 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 “women owned financial consulting firms”. 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 women owned financial consulting firms), 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 women owned financial consulting firms, 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, 71 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 29, 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.

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 women owned financial consulting firms, 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 women owned financial consulting firms are there based in Portland, United States?

RevenueBase identified 27 women owned financial consulting firms 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?

Vision Capital Management, headquartered in Portland, tops this list with the largest team on record.

Which city in the United States has the most women owned financial consulting firms?

New York leads the United States with 125 headquartered companies, followed by Atlanta (71) and Chicago (65). Portland has 27.

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 71 verified decision-maker contacts tracked across these 27 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 29, 2026.

Ready to reach these companies? Verified emails and direct dials for all 27 women owned financial consulting firms based in Portland, United States. Start with a free account, no credit card.

Download this list →

Related lists

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.