Top 30 Financial Services Companies in Beaverton

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Below is the list of Top 30 Financial Services Companies in Beaverton ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Beaverton

1. Genesis Financial Solutions

Industry: Financial Services

Location: Beaverton, Oregon

Website: genesis-fs.com

Company Founded: 2001

Company Size: 501-1000

Company Address: 15220 Northwest Greenbrier Parkway, Beaverton, Oregon, United States

Genesis Financial Solutions Contact Details

Name Title LinkedIn Phone Email
Rachel Lewis Senior Human Resources Manager
Shauna Plourd It Coordinator
Robert Knoke Director Of Operations
Eli Duhon Email Platform Administrator
William Reese Program Manager
Evan Bryman Chief Operations Officer
Kevin Casebeer Director Of Compliance
Requires/Intent and 61 more Employees
Credit Rating & Analysis
Performance Tracking & KPI Analytics
Wealth Management
and more

2. Nvoicepay

Industry: Financial Services

Location: Beaverton, Oregon

Website: nvoicepay.com

Company Founded: 2009

Company Size: 51-200

Company Address: 8905 Southwest Nimbus Avenue, Beaverton, Oregon, United States

Nvoicepay Contact Details

Name Title LinkedIn Phone Email
Dave Chen Board Member
Lisa Lambert Senior Administrative Assistant
James Wright Vice President Enterprise Sales
Jeff Sarafa Director Of Finance And Accounting
Kim Lockett Supplier Support Services
Daniel Greco Vice President Sales Of Northeast
Jason Krankota Vice President Construction Sales
Requires/Intent and 38 more Employees
Loan Origination & Servicing Platforms
Legal Compliance & Advisory
Document Management & E-signature Solutions
Customer Relationship Management (CRM)
and more

3. Quiktrak

Industry: Financial Services

Location: Beaverton, Oregon

Website: quiktrak.com

Company Founded: 1991

Company Size: 51-200

Company Address: 9700 Southwest Nimbus Avenue, Beaverton, Oregon, United States

Quiktrak Contact Details

Name Title LinkedIn Phone Email
Rob Murphy Head Of Operations
Tom Pear Field Auditor
Woody Easterday Software Quality Analyst
Al Suhail Senior Database Developer
Koko Boyd Auditor And Inspector
Julia Andrews National Account Executive
Bpm William Hoen Lead It Project Manager And Release Train Engineer
Requires/Intent and 62 more Employees
API Integration For FinTech
Marketing Services
Risk Management & Compliance
Business Strategy & Growth Consulting
and more

4. Capitol Family Office

Industry: Financial Services

Location: Beaverton, Oregon

Website: capitolcfo.com

Company Founded: 2011

Company Size: 1-10

Company Address: 1500 Northwest Bethany Boulevard, Beaverton, Oregon, United States

Capitol Family Office Contact Details

Name Title LinkedIn Phone Email
Mark Nortman Wealth Manager | Dave Ramsey Smartvestor Pro
Matthew Wiens Wealth Manager
Requires/Intent
Branding & Public Relations
Accounting Services
Financial Planning & Retirement Solutions
Financial Forecasting & Modeling
and more

5. Cedar Financial Advisors, Llc

Industry: Financial Services

Location: Beaverton, Oregon

Website: cedaradvisors.com

Company Founded: 2006

Company Size: 1-10

Company Address: 3853 Southwest Hall Boulevard, Beaverton, Oregon, United States

Cedar Financial Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Peggy Kessinger Certified Financial Plannerâ , Fee-only Financial Advisor
Suzanne Bick Client Services Manager
Requires/Intent
Document Management & E-signature Solutions
Compliance & Regulatory Advisory
and more

6. Community Housing Fund

Industry: Financial Services

Location: Beaverton, Oregon

Website: thecommunityhousingfund.org

Company Founded: 2003

Company Size: 1-10

Company Address: 3700 Southwest Murray Boulevard, Beaverton, Oregon, United States

Community Housing Fund Contact Details

Name Title LinkedIn Phone Email
Sheila Fink Executive Director
Requires/Intent
Securities Trading & Brokerage
Cybersecurity & Data Protection
and more

7. Springwater Wealth Management, Llc

Industry: Financial Services

Location: Beaverton, Oregon

Website: springwaterwealth.com

Company Founded: 2013

Company Size: 1-10

Company Address: 6600 Southwest 105th Avenue, Beaverton, Oregon, United States

Springwater Wealth Management, Llc Contact Details

Name Title LinkedIn Phone Email
Caitilin Aiken Director Of Client Experience
Frank Remund Fee-only Financial Planner
Requires/Intent
Omnichannel Customer Support
API Integration For FinTech
Digital Payment & Subscription Solutions
and more

8. Portland Payroll, Inc

Industry: Financial Services

Location: Beaverton, Oregon

Website: pdxpayroll.com

Company Founded: 2005

Company Size: 11-50

Company Address: 8020 Southwest Cirrus Drive, Beaverton, Oregon, United States

Portland Payroll, Inc Contact Details

Name Title LinkedIn Phone Email
Mike Madrid Vice President, Senior Partner
Shelby Peck-orita Payroll Specialist
Destynee Worthen Senior Bookkeeper
Carly Harrold Bookkeeper
Requires/Intent
Insurance & Underwriting Services
Loan Origination & Servicing Platforms
and more

9. Wholesale Merchant Processing

Industry: Financial Services

Location: Beaverton, Oregon

Website: wholesalemerchantprocessing.com

Company Size: 11-50

Company Address: 11000 Southwest Stratus Street, Beaverton, Oregon, United States

Wholesale Merchant Processing Contact Details

Name Title LinkedIn Phone Email
Pilar Alameda Customer Service Manager
Pilar Alameda Customer Service
Geraldine Horsey Marketing Assistant Manager
Margo Welch-boone Inside Sales And Business Consultant
Amy Kilness Floor Supervisor
Jimmy Woodworth Marketing Excutive
Randy Smeltzer Marketer
Requires/Intent and 9 more Employees
Cloud Computing Solutions
Risk Management & Compliance
and more

10. Equity Atlas

Industry: Financial Services

Location: Beaverton, Oregon

Website: equityatlas.com

Company Founded: 2016

Company Size: 1-10

Company Address: 12725 Southwest Millikan Way, Beaverton, Oregon, United States

Equity Atlas Contact Details

Name Title LinkedIn Phone Email
Brad Hippert Chief Executive Officer And Founder
Requires/Intent
Sales & Lead Generation Strategy
Investment Advisory
Blockchain & Cryptocurrency Solutions
Performance Tracking & KPI Analytics
Banking & Payment Processing
and more

11. Cross Financial Management

Industry: Financial Services

Location: Beaverton, Oregon

Website: crossfinancialmgmt.com

Company Founded: 2003

Company Size: 1-10

Company Address: 16100 Northwest Cornell Road, Beaverton, Oregon, United States

Cross Financial Management Contact Details

Name Title LinkedIn Phone Email
Robb Severdia Financial Planner, Lpl Financial
Tom Ouimette Wealth Advisor
Corey Levine Manager
Requires/Intent
Risk Management & Compliance
Omnichannel Customer Support
ERP For Financial Institutions
Insurance & Underwriting Services
Securities Trading & Brokerage
and more

12. Financial Services Group Of Companies

Industry: Financial Services

Location: Beaverton, Oregon

Website: financialservicesunlimited.com

Company Founded: 1998

Company Size: 1-10

Company Address: 11950 Southwest 2nd Street, Beaverton, Oregon, United States

Financial Services Group Of Companies Contact Details

Name Title LinkedIn Phone Email
Bruce Zechenelly President
Henry Edwards Senior Manager
Requires/Intent
Document Management & E-signature Solutions
Technology Consulting
and more

13. Weststar Financial Group

Industry: Financial Services

Location: Beaverton, Oregon

Website: weststarfinancialgroup.com

Company Size: 11-50

Company Address: 8625 Southwest Cascade Avenue, Beaverton, Oregon, United States

Weststar Financial Group Contact Details

Name Title LinkedIn Phone Email
Anshu Thakur Chief Operating Officer
Requires/Intent
Employee Training & Workforce Development
Cybersecurity & Data Protection
Branding & Public Relations
Digital Payment & Subscription Solutions
Mergers & Acquisitions Advisory
and more

14. Skyline Asset Management, L.p.

Industry: Financial Services

Location: Beaverton, Oregon

Website: skylinelp.com

Company Size: 11-50

Company Address: 4905 Southwest Griffith Drive, Beaverton, Oregon, United States

Skyline Asset Management, L.p. Contact Details

Name Title LinkedIn Phone Email
Andrew Dehaan President And Portfolio Manager
Kathy Long Administrative Assistant
Requires/Intent
Fraud Detection & Prevention
Marketing Services
Omnichannel Customer Support
Treasury & Cash Flow Management
Branding & Public Relations
and more

15. Mckay Elementary School

Industry: Financial Services

Location: Beaverton, Oregon

Website: beavertonschooldistrict.com

Company Size: 1-10

Company Address: 7485 Southwest Scholls Ferry Road, Beaverton, Oregon, United States

Mckay Elementary School Contact Details

Name Title LinkedIn Phone Email
Erin Nickell 3rd Grade
Requires/Intent
Legal Compliance & Advisory
API Integration For FinTech
Blockchain & Cryptocurrency Solutions
Technology Consulting
and more

16. Single Point Financial Advisors

Industry: Financial Services

Location: Beaverton, Oregon

Website: singlepointadvisors.com

Company Founded: 1998

Company Size: 1-10

Company Address: 3720 Southwest 141st Avenue, Beaverton, Oregon, United States

Single Point Financial Advisors Contact Details

Name Title LinkedIn Phone Email
Lisa Lehwalder Executive Assistant And Receptionist
Lisa Lehwalder Executive Assistant
Requires/Intent
Treasury & Cash Flow Management
Hedge Fund & Private Equity Consulting
Financial Planning & Retirement Solutions
and more

17. Pop Warner Youth Football Inc

Industry: Financial Services

Location: Beaverton, Oregon

Company Size: 11-50

Company Address: 4840 Southwest Wstn Avenue, Beaverton, Oregon, United States

Pop Warner Youth Football Inc Contact Details

Name Title LinkedIn Phone Email
Ray Liano Ways And Means Director
Requires/Intent
Debt Collection & Recovery
Portfolio Management
Online Advertising & SEO
Mergers & Acquisitions Advisory
and more

18. Dma

Industry: Financial Services

Location: Beaverton, Oregon

Website: dmacorporation.com

Company Founded: 1996

Company Size: 11-50

Company Address: 12655 Southwest Center Street, Beaverton, Oregon, United States

Dma Contact Details

Name Title LinkedIn Phone Email
Nigel Bancroft Computer Technician
Joel Montano Business Development
Don Hix Ids And Ess Manager
Don Hix Ids And Ess Manager
Lisa Tamura Client Services Coordinator At Dma
Requires/Intent
Treasury & Cash Flow Management
Mergers & Acquisitions Advisory
Blockchain & Cryptocurrency Solutions
Legal Compliance & Advisory
Corporate Finance Strategy
and more

19. Wealthbridge Mortgage

Industry: Financial Services

Location: Beaverton, Oregon

Website: wealthbridge.com

Company Founded: 1995

Company Size: 51-200

Company Address: 15455 Northwest Greenbrier Parkway, Beaverton, Oregon, United States

Wealthbridge Mortgage Contact Details

Name Title LinkedIn Phone Email
Katie Westbrook Purchase Clearing And Funder At Wealthbridge Mortgage Corp
Nick Shepherd Chief Financial Officer
Brendan Fisher Non Prime Account Manager
Cathy Phelps Mortgage Advisor
Nikki Shaw Secondary And Compliance Manager
Kristin Powers Compliance Analyst
Anthony Whitten Executive Mortgage Advisor
Requires/Intent and 8 more Employees
Corporate Finance Strategy
Portfolio Management
and more

20. Time 4 Payroll

Industry: Financial Services

Location: Beaverton, Oregon

Website: time4payroll.com

Company Founded: 2003

Company Size: 1-10

Company Address: 14780 Southwest Osprey Drive, Beaverton, Oregon, United States

Time 4 Payroll Contact Details

Name Title LinkedIn Phone Email
Tim Mccoy Payroll Specialist
Requires/Intent
Quality Control & Assurance
ESG & Sustainable Finance Consulting
and more

21. Elite Financial Group, Llc

Industry: Financial Services

Location: Beaverton, Oregon

Website: elitefinancialgrp.com

Company Founded: 2007

Company Size: 11-50

Elite Financial Group, Llc Contact Details

Name Title LinkedIn Phone Email
Becky Brown Manager
Requires/Intent
Treasury & Cash Flow Management
Tax Planning & Strategy
Financial Auditing & Reporting
Corporate Finance Strategy
Financial Planning & Retirement Solutions
and more

22. Fairfield Financial Services, Inc

Industry: Financial Services

Location: Beaverton, Oregon

Website: privatemoneysource.com

Company Founded: 1964

Company Size: 1-10

Company Address: 16055 Southwest Walker Road, Beaverton, Oregon, United States

Fairfield Financial Services, Inc Contact Details

Name Title LinkedIn Phone Email
Kris Gillmore Loan Coordinator
Requires/Intent
Branding & Public Relations
Securities Trading & Brokerage
Omnichannel Customer Support
Mobile App Development For Financial Services
Technology Consulting
and more

23. Martin Family Enterprises

Industry: Financial Services

Location: Beaverton, Oregon

Website: mfe.com

Company Size: 11-50

Company Address: 1244 Northwest 174th Place, Beaverton, Oregon, United States

Martin Family Enterprises Contact Details

Name Title LinkedIn Phone Email
Edda Martin Chief Financial Officer
Requires/Intent
Branding & Public Relations
Insurance & Underwriting Services
Mergers & Acquisitions Advisory
Accounting Services
Compliance & Regulatory Advisory
and more
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Beaverton Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Rachel Lewis Genesis Financial Solutions Senior Human Resources Manager
2 Shauna Plourd Genesis Financial Solutions It Coordinator
3 Robert Knoke Genesis Financial Solutions Director Of Operations
4 Eli Duhon Genesis Financial Solutions Email Platform Administrator
5 William Reese Genesis Financial Solutions Program Manager
6 Evan Bryman Genesis Financial Solutions Chief Operations Officer
7 Kevin Casebeer Genesis Financial Solutions Director Of Compliance
8 Dave Chen Nvoicepay Board Member
9 Lisa Lambert Nvoicepay Senior Administrative Assistant
10 James Wright Nvoicepay Vice President Enterprise Sales
11 Jeff Sarafa Nvoicepay Director Of Finance And Accounting
12 Kim Lockett Nvoicepay Supplier Support Services
13 Daniel Greco Nvoicepay Vice President Sales Of Northeast
14 Jason Krankota Nvoicepay Vice President Construction Sales
15 Rob Murphy Quiktrak Head Of Operations
16 Tom Pear Quiktrak Field Auditor
17 Woody Easterday Quiktrak Software Quality Analyst
18 Al Suhail Quiktrak Senior Database Developer
19 Koko Boyd Quiktrak Auditor And Inspector
20 Julia Andrews Quiktrak National Account Executive
21 Bpm William Hoen Quiktrak Lead It Project Manager And Release Train Engineer
22 Mark Nortman Capitol Family Office Wealth Manager | Dave Ramsey Smartvestor Pro
23 Matthew Wiens Capitol Family Office Wealth Manager
24 Peggy Kessinger Cedar Financial Advisors, Llc Certified Financial Plannerâ , Fee-only Financial Advisor
25 Suzanne Bick Cedar Financial Advisors, Llc Client Services Manager
26 Sheila Fink Community Housing Fund Executive Director
27 Caitilin Aiken Springwater Wealth Management, Llc Director Of Client Experience
28 Frank Remund Springwater Wealth Management, Llc Fee-only Financial Planner
29 Mike Madrid Portland Payroll, Inc Vice President, Senior Partner
30 Shelby Peck-orita Portland Payroll, Inc Payroll Specialist
31 Destynee Worthen Portland Payroll, Inc Senior Bookkeeper
32 Carly Harrold Portland Payroll, Inc Bookkeeper
33 Pilar Alameda Wholesale Merchant Processing Customer Service Manager
34 Pilar Alameda Wholesale Merchant Processing Customer Service
35 Geraldine Horsey Wholesale Merchant Processing Marketing Assistant Manager
36 Margo Welch-boone Wholesale Merchant Processing Inside Sales And Business Consultant
37 Amy Kilness Wholesale Merchant Processing Floor Supervisor
38 Jimmy Woodworth Wholesale Merchant Processing Marketing Excutive
39 Randy Smeltzer Wholesale Merchant Processing Marketer
40 Brad Hippert Equity Atlas Chief Executive Officer And Founder

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