Top 75 Investment Management Startups And Companies in Oregon

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Below is the list of Top 75 Investment Management Startups And Companies in Oregon ranked based on company size, client reviews, services, and awards.

Investment Management Startups And Companies in Oregon

1. Campbell Global

Industry: Investment Management

Location: Oregon

Website: campbellglobal.com

Company Founded: 1981

Company Size: 201-500

Company Address: 1 Southwest Columbia Street, Portland, Oregon, United States

Campbell Global Contact Details

Name Title LinkedIn Phone Email
Ian Aguilar Chief Technology Officer
Mike Phelps Director Of Us Timberland Transactions
Rhonda Stephens Director Of Human Resources
Andy Hoyt Director Of Finance And Strategy
Steven King Director Of Global Business Strategy At The Campbell Group, Llc
Daniel Horowitz Executive Assistant
Alex Lau Controller
Requires/Intent and 49 more Employees
AI Chatbots
Market Research
Accounting
Web Development
IPO Advisory
and more

2. Hood River Capital Management Llc

Industry: Investment Management

Location: Oregon

Website: hoodrivercapital.com

Company Founded: 2013

Company Size: 1-10

Company Address: 1 Southwest Columbia Street, Portland, Oregon, United States

Hood River Capital Management Llc Contact Details

Name Title LinkedIn Phone Email
Brad Carpenter Director Of Sales
Bret Hokkanen Director Of Sales
Requires/Intent
ERP Solutions
Digital Marketing
Automation
SEO
and more

3. Rvk, Inc.

Industry: Investment Management

Location: Oregon

Website: rvkinc.com

Company Founded: 1985

Company Size: 51-200

Company Address: 1211 Southwest 5th Avenue, Portland, Oregon, United States

Rvk, Inc. Contact Details

Name Title LinkedIn Phone Email
Matthias Bauer Principal And Senior Investment Consultant
Eryn Bacewich Associate Consultant
Cole Bixenman Consultant
Spencer Hunter Senior Consultant
Remington Ju Investment Analyst
Alexander Spencer Senior Manager Research Analyst
Amy Hsiang Head Of Fixed Income And Alternative Credit Research
Requires/Intent and 34 more Employees
High-Frequency Trading Solutions
Cybersecurity Solutions
AI
Legal
and more

4. Jensen Investment Management

Industry: Investment Management

Location: Oregon

Website: jenseninvestment.com

Company Founded: 1988

Company Size: 11-50

Company Address: 5500 Southwest Meadows Road, Lake Oswego, Oregon, United States

Jensen Investment Management Contact Details

Name Title LinkedIn Phone Email
Cole Ebel Marketing Associate
Erika Castro Marketing Distribution Associate
Dorothy Friedrich Director Of Marketing
Christopher Neill Director Of Institutional Sales
Jeff Wilson Business Analyst
Richard Clark Director Of Sales And Marketing
Alexandria Sorosky Manager Of Sales And Client Services
Requires/Intent and 13 more Employees
Branding
AI-Based Credit Risk Assessment
Digital Asset & Cryptocurrency Investment
Digital Marketing
Technology
and more

5. Investechs

Industry: Investment Management

Location: Oregon

Website: investechs.com

Company Founded: 2013

Company Size: 1-10

Investechs Contact Details

Name Title LinkedIn Phone Email
Kevin Bull Co Founder And Business Development
Esteban Vollenweider Co-founder, Vice President Of Technology
Esteban Vollenweider Technology
Requires/Intent
E-commerce Integration
Sales
Market Research
Automation
Cloud Hosting
and more

6. Ferguson Wellman Capital Management

Industry: Investment Management

Location: Oregon

Website: fergusonwellman.com

Company Founded: 1975

Company Size: 11-50

Company Address: 888 Southwest Fifth Avenue, Portland, Oregon, United States

Ferguson Wellman Capital Management Contact Details

Name Title LinkedIn Phone Email
Steve Holwerda Managing Director
Tara Kinateder Executive Vice President
Samantha Pahlow Senior Vice President And Portfolio Manager
Ralph Cole Executive Vice President Of Research
Peter Jones Vice President | Research
Marc Fovinci Principal | Fixed Income Strategy And Portfolio Management
Alex Harding Trading Associate
Requires/Intent and 8 more Employees
Investor Relations & Reporting
Software Development
Smart Contracts For Investment
SEO
and more

7. Elk Rock Capital Partners Inc

Industry: Investment Management

Location: Oregon

Website: elkrockcapital.com

Company Size: 1-10

Company Address: 201 B Avenue, Lake Oswego, Oregon, United States

Elk Rock Capital Partners Inc Contact Details

Name Title LinkedIn Phone Email
Robert Moir President And Chief Executive Officer
David Saltzman Vice President
Requires/Intent
Institutional Asset Management
IPO Advisory
Robo-Advisors & AI Trading
IT Support
and more

8. Valentine Ventures, Llc

Industry: Investment Management

Location: Oregon

Company Founded: 1997

Company Size: 1-10

Company Address: 550 Southwest Industrial Way, Bend, Oregon, United States

Valentine Ventures, Llc Contact Details

Name Title LinkedIn Phone Email
William Valentine Prez
Michael Bird Director Of Valentine 401 Services
Andrew Gray Advisor, Shareholder
Requires/Intent
AI-Powered Financial Forecasting
Cloud Solutions
Private Wealth Management
Digital Asset & Cryptocurrency Investment
Tax Optimization For Investments
and more

9. Vista Capital Partners

Industry: Investment Management

Location: Oregon

Website: vistacp.com

Company Founded: 2001

Company Size: 11-50

Company Address: 9755 Southwest Barnes Road, Portland, Oregon, United States

Vista Capital Partners Contact Details

Name Title LinkedIn Phone Email
Emily Sheldon Client Service Administrator
Cfpâ Jon Gannon Portfolio Manager
Tana Thomson Chief People Officer
Erika Farleigh Client Service Administrator
Katelyn Schwartz Client Service Administrator
Doug Johanson Chief Executive Officer
Patrick Yazhari Advisor
Requires/Intent and 4 more Employees
Global Market Trend Analysis
ESG Investing & Impact Analysis
Sales
Compliance & Risk Management
CRM Systems
and more

10. Agriculture Capital

Industry: Investment Management

Location: Oregon

Website: agriculturecapital.com

Company Founded: 2016

Company Size: 11-50

Company Address: 1331 Northwest Lovejoy Street, Portland, Oregon, United States

Agriculture Capital Contact Details

Name Title LinkedIn Phone Email
J Tyson Davies Pnw Operations Manager
Brooke Randall Co-founder And Principal
Katherine Hart Chief Compliance Officer
Kelley Wesson Senior Administrative Assistant
Michael Grover Accounts Payable And Payroll Specialist
Thomas Avinelis Chief Executive Officer
Requires/Intent
Technology
Investor Relations & Reporting
and more

11. Iron Bridge Lending

Industry: Investment Management

Location: Oregon

Website: ironbridgelending.com

Company Founded: 2009

Company Size: 11-50

Iron Bridge Lending Contact Details

Name Title LinkedIn Phone Email
Matthew Mcgoldrick Business Development And Investor Relations
Richard Kaimie Senior Analyst
Gerard Stascausky Managing Director
Joel Moreno Senior Analyst
Stanca Oltean Senior Analyst
Jennifer Muhs Analyst And Loan Processor
Requires/Intent
Private Wealth Management
High-Frequency Trading Solutions
Tax Optimization For Investments
Web Development
and more

12. Morley Capital Management

Industry: Investment Management

Location: Oregon

Website: morley.com

Company Founded: 1982

Company Size: 11-50

Company Address: 1300 Southwest Fifth Avenue, Portland, Oregon, United States

Morley Capital Management Contact Details

Name Title LinkedIn Phone Email
Brett Okamoto Relationship Manager
Jason Swokins Portfolio Management Assistant
Jason Jenkins Portfolio Management Assistant
Bill Gardner Director
Yolanda Reyes Client Service Advisor
Lynall Gee Investment Operations Manager
Jordan Reynolds Quantitative Analyst
Requires/Intent and 3 more Employees
High-Frequency Trading Solutions
Financial Management
and more

13. Vision Capital Management, Inc.

Industry: Investment Management

Location: Oregon

Website: vcmi.net

Company Founded: 1999

Company Size: 11-50

Company Address: 1 Southwest Columbia, Portland, Oregon, United States

Vision Capital Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Suzanne Mcgrath President
John Labarca Director Of Investments
Chris Sizemore Client Relationship Manager
Katie Cummings Client Service And Operations Associate
Requires/Intent
Advertising
Business Expansion
High-Frequency Trading Solutions
Legal
and more

14. Village Family Capital

Industry: Investment Management

Location: Oregon

Website: villagefamilycapital.com

Company Founded: 2014

Company Size: 1-10

Village Family Capital Contact Details

Name Title LinkedIn Phone Email
Sean Edwards Partner
Jake Kindrachuk Partner
Mary Hart Village Organizational Officer
Requires/Intent
Automation
Smart Contracts For Investment
High-Frequency Trading Solutions
E-commerce Integration
and more

15. Northside Capital Management, Llc

Industry: Investment Management

Location: Oregon

Website: northsidecap.com

Company Founded: 1996

Company Size: 11-50

Company Address: 116 3rd Street, Hood River, Oregon, United States

Northside Capital Management, Llc Contact Details

Name Title LinkedIn Phone Email
Diane Banta Senior Vice President, Investment Research
Kelly Rudisill Client Service Associate
Martha Morgenthau Investment Analyst
Stephani Hendricks Principal, Client Service And Investment Administration
Requires/Intent
M&A Advisory
Financial Due Diligence
Business Expansion
and more

16. Endeavour Capital

Industry: Investment Management

Location: Oregon

Website: endeavourcapital.com

Company Founded: 1991

Company Size: 11-50

Endeavour Capital Contact Details

Name Title LinkedIn Phone Email
Taylor Gentry Private Equity Senior Associate
Bridgette Cunningham Executive Assistant
Debbie Shannon Executive Assistant
Pam Erickson Executive Assistant
D Mark Dorman Managing Director
John Schlegell Managing Partner
Requires/Intent
IT Support
Data Security
and more

17. Becker Capital Management

Industry: Investment Management

Location: Oregon

Website: beckercap.com

Company Founded: 1976

Company Size: 11-50

Company Address: 1211 Southwest 5th Avenue, Portland, Oregon, United States

Becker Capital Management Contact Details

Name Title LinkedIn Phone Email
Meaghan Bradley Marketing Coordinator
Tyler Kaluza Portfolio Manager
Sharon Gueck Portfolio Manager And Financial Planner
Manisha Thakkar Client Service Associate, Cfa
Requires/Intent
Predictive Analytics
Automation
Branding
IT Support
and more

18. Sellwood Consulting Llc

Industry: Investment Management

Location: Oregon

Website: sellwoodconsulting.com

Company Founded: 2012

Company Size: 1-10

Company Address: 6650 Southwest Redwood Lane, Portland, Oregon, United States

Sellwood Consulting Llc Contact Details

Name Title LinkedIn Phone Email
Ryan Harvey Consultant, Principal
Kevin Raymond Consultant, Principal
Requires/Intent
Institutional Asset Management
Sales
Branding
and more

19. Pinnacle Wealth Advisors

Industry: Investment Management

Location: Oregon

Website: thinkpinnacle.com

Company Founded: 1992

Company Size: 1-10

Company Address: 9200 Southeast Sunnybrook Boulevard, Clackamas, Oregon, United States

Pinnacle Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Randy Gay Iar
Kelsey Norene Administrative Assistant
Ray Birch President
Melissa Jeffery Executive Assistant
Requires/Intent
Customer Relationship Management
Software Development
Business Expansion
and more

20. Wealthfactor

Industry: Investment Management

Location: Oregon

Website: wealth-factor.com

Company Founded: 2017

Company Size: 1-10

Company Address: 525 3rd Street, Lake Oswego, Oregon, United States

Wealthfactor Contact Details

Name Title LinkedIn Phone Email
Bill Woodruff Chief Investment Officer
Requires/Intent
SEO
Portfolio Management Solutions
and more

21. Quest Investment Management, Llc

Industry: Investment Management

Location: Oregon

Company Founded: 1985

Company Size: 11-50

Company Address: 1 Southwest Columbia Street, Portland, Oregon, United States

Quest Investment Management, Llc Contact Details

Name Title LinkedIn Phone Email
Douglas Goebel Co-chief Investment Officer
Doug Goebel Principal And Senior Vice President, Portfolio Manager
Joann Phillips Administrative Assistant
Patrick Worley Senior Vice President
Doug Goebel Senior Vice President, Smid Cap Portfolio Manager
Requires/Intent
Global Market Trend Analysis
ERP Solutions
and more

22. Nw Life Funds, L.p.

Industry: Investment Management

Location: Oregon

Website: nwlifefunds.com

Company Founded: 2013

Company Size: 1-10

Company Address: P/o Box 10404, Portland, Oregon, United States

Nw Life Funds, L.p. Contact Details

Name Title LinkedIn Phone Email
Jackson Meyer Business Development
Requires/Intent
Risk Management & Compliance
Sales
E-commerce Integration
Financial Due Diligence
Advertising
and more

23. Redwood Real Estate Administration

Industry: Investment Management

Location: Oregon

Website: redwoodrea.com

Company Founded: 2017

Company Size: 11-50

Company Address: 15350 Southwest Sequoia Parkway, Portland, Oregon, United States

Redwood Real Estate Administration Contact Details

Name Title LinkedIn Phone Email
Erica England Chief Accounting Officer
Matthew Henley Fund Accountant
George Eberly Accounting Manager
Nathan Cox Fund Accountant
Requires/Intent
Robo-Advisors & AI Trading
Public Relations
High-Frequency Trading Solutions
Predictive Analytics
and more

24. Ims Capital Management, Inc.

Industry: Investment Management

Location: Oregon

Company Founded: 1988

Company Size: 11-50

Company Address: 8995 Southeast Otty Road, Portland, Oregon, United States

Ims Capital Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Laurie Fowlkes Marketing And Client Services
Adam Gladstone Director Of Operations And Technology And Trading
Daniel Belica Managing Director, Investment Advisory Services
Asmita Singh Customer Service Operations Manager
Requires/Intent
Technology
AI-Powered Financial Forecasting
Global Market Trend Analysis
and more

25. Cordant Wealth Partners

Industry: Investment Management

Location: Oregon

Website: cordantwealth.com

Company Founded: 2009

Company Size: 1-10

Company Address: 1211 Southwest Fifth Avenue, Portland, Oregon, United States

Cordant Wealth Partners Contact Details

Name Title LinkedIn Phone Email
Scott Malbasa Advisor
Dan Shramek Financial Planning Analyst
Brenda Mccombs Chief Creative Officer
Requires/Intent
IPO Advisory
AI-Powered Financial Forecasting
CRM Systems
and more

26. Eb5 Global

Industry: Investment Management

Location: Oregon

Website: eb5g.com

Company Size: 1-10

Company Address: 1308 Northwest Everett Street, Portland, Oregon, United States

Eb5 Global Contact Details

Name Title LinkedIn Phone Email
Matthew Brown Partner
Requires/Intent
SEO
Cloud Solutions
and more

27. Irvington Capital

Industry: Investment Management

Location: Oregon

Website: irvingtoncapital.com

Company Founded: 2008

Company Size: 1-10

Company Address: 707 Southwest Washington Street, Portland, Oregon, United States

Irvington Capital Contact Details

Name Title LinkedIn Phone Email
Lyndee Hurst Intern
Kelli Bagby Operations Manager
Janet Elfers Chief Financial Officer
Requires/Intent
AI Chatbots
Business Expansion
Cloud Hosting
and more

28. Pacific Ridge Capital Partners, Llc

Industry: Investment Management

Location: Oregon

Website: pacridgecap.com

Company Founded: 2010

Company Size: 1-10

Company Address: 4900 Southwest Meadows Road, Lake Oswego, Oregon, United States

Pacific Ridge Capital Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Mike Mcdougall Senior Equity Trader
Dominic Marshall Senior Portfolio Manager
Justin Mckillip Senior Analyst
Requires/Intent
Compliance & Risk Management
Customer Relationship Management
and more

29. Asi Wealth Management

Industry: Investment Management

Location: Oregon

Website: asiwealthmanagement.com

Company Founded: 1998

Company Size: 11-50

Company Address: 15 Southwest Colorado Avenue, Bend, Oregon, United States

Asi Wealth Management Contact Details

Name Title LinkedIn Phone Email
Austin Miller Advisor Assistant
Brian Debels Director Of Research And Senior Advisor
Sue Studwell Operations Manager
Requires/Intent
CRM Systems
IPO Advisory
and more

30. Etesian Wealth Advisors, Inc

Industry: Investment Management

Location: Oregon

Website: etesianwa.com

Company Founded: 2010

Company Size: 1-10

Company Address: 17040 Pilkington Road, Lake Oswego, Oregon, United States

Etesian Wealth Advisors, Inc Contact Details

Name Title LinkedIn Phone Email
Aifa Stan Lochrie Managing Partner
Benjamin Wright Partner, Portfolio Manager
Requires/Intent
FinTech Solutions For Investment Firms
Branding
Smart Contracts For Investment
Institutional Asset Management
and more

31. University Of Oregon Investment Group

Industry: Investment Management

Location: Oregon

Website: uoinvestmentgroup.org

Company Founded: 1999

Company Size: 11-50

University Of Oregon Investment Group Contact Details

Name Title LinkedIn Phone Email
Trent Mccauley Senior Analyst
Requires/Intent
Smart Contracts For Investment
Automation
Private Wealth Management
Public Relations
ESG Investing & Impact Analysis
and more

32. Matisse Capital

Industry: Investment Management

Location: Oregon

Website: matissecap.com

Company Founded: 1997

Company Size: 1-10

Company Address: 4949 Meadows Road, Lake Oswego, Oregon, United States

Matisse Capital Contact Details

Name Title LinkedIn Phone Email
Eric Boughton Portfolio Manager
Axel Flichtbeil Senior Pension Consultant
Deirdre Higdon Operations Manager
Requires/Intent
IT Support
Accounting
Legal
Technology
Automation
and more

33. Matisse Funds

Industry: Investment Management

Location: Oregon

Website: matissefunds.com

Company Size: 1-10

Company Address: 4949 Meadows Road, Lake Oswego, Oregon, United States

Matisse Funds Contact Details

Name Title LinkedIn Phone Email
Corrie Oliva Senior Consultant
Patricia Good Client Services
Requires/Intent
CRM Systems
Sales
Customer Relationship Management
ERP Solutions
and more

34. Cairn Investment Group

Industry: Investment Management

Location: Oregon

Website: cairninvestment.com

Company Founded: 2007

Company Size: 1-10

Company Address: 121 Southwest Morrison, Portland, Oregon, United States

Cairn Investment Group Contact Details

Name Title LinkedIn Phone Email
Jim Parr Owner
Requires/Intent
Compliance & Risk Management
Automation
and more

35. Highwest Global Management

Industry: Investment Management

Location: Oregon

Website: highwestglobal.com

Company Founded: 2018

Company Size: 1-10

Company Address: 916 Northwest Wall Street, Bend, Oregon, United States

Highwest Global Management Contact Details

Name Title LinkedIn Phone Email
Melissa Wheeler Chief Operating Officer And Chief Compliance Officer
Requires/Intent
AI
Alternative Investment Consulting
Technology
Digital Marketing
and more

36. Moolah Financial Corporation

Industry: Investment Management

Location: Oregon

Website: moolahfinancial.io

Company Founded: 2018

Company Size: 1-10

Company Address: 5025 North Harvard Street, Portland, Oregon, United States

Moolah Financial Corporation Contact Details

Name Title LinkedIn Phone Email
Brandon Wester Founder
Requires/Intent
Advertising
Technology
Financial Due Diligence
Private Wealth Management
AI Chatbots
and more

37. Skyline Financial Northwest

Industry: Investment Management

Location: Oregon

Website: skylinefinancialnw.com

Company Size: 1-10

Company Address: 2121 Southwest Broadway, Portland, Oregon, United States

Skyline Financial Northwest Contact Details

Name Title LinkedIn Phone Email
Stephanie Kunkle Manager Of Client Relationships
Aaron Hillman Financial Advisor
Requires/Intent
Cloud Hosting
IPO Advisory
ESG Investing & Impact Analysis
and more

38. Cedar Mountain Advisors, Llc.

Industry: Investment Management

Location: Oregon

Website: cmapdx.com

Company Founded: 2006

Company Size: 11-50

Company Address: 1750 Southwest Harbor Way, Portland, Oregon, United States

Cedar Mountain Advisors, Llc. Contact Details

Name Title LinkedIn Phone Email
Rick Rogers Senior Wealth Management Advisor
Mary Beaudoin Registered Office Assistant
Steve Lewis Advisor
Lily Robertson Client Service Specialist
Requires/Intent
Web Development
FinTech Solutions For Investment Firms
Tax Optimization For Investments
Advertising
and more

39. Portfolio 21/progressive Investment Management

Industry: Investment Management

Location: Oregon

Website: progressiveinvestment.com

Company Founded: 1982

Company Size: 1-10

Company Address: 310 North State Street, Lake Oswego, Oregon, United States

Portfolio 21/progressive Investment Management Contact Details

Name Title LinkedIn Phone Email
Cammie Roberts Client Services Manager
Lauren Ward Client Relationship Associate
Bryceson Charlton Research Analyst
Requires/Intent
Cloud Hosting
Hedge Fund Strategies
FinTech Solutions For Investment Firms
Cloud Solutions
and more

40. Raaf Investment Advisors

Industry: Investment Management

Location: Oregon

Website: raafinvest.com

Company Founded: 2010

Company Size: 1-10

Company Address: 2165 Southwest Main Street, Portland, Oregon, United States

Raaf Investment Advisors Contact Details

Name Title LinkedIn Phone Email
John Raaf Owner
Requires/Intent
M&A Advisory
AI-Based Credit Risk Assessment
and more

41. Counterpoint Capital Advisers, Llc

Industry: Investment Management

Location: Oregon

Website: counterpointca.com

Company Founded: 2012

Company Size: 1-10

Counterpoint Capital Advisers, Llc Contact Details

Name Title LinkedIn Phone Email
Jeff Kuest Quantatative Portfolio Manager
Requires/Intent
Branding
Portfolio Management Solutions
Compliance & Risk Management
and more

42. Pure Portfolios

Industry: Investment Management

Location: Oregon

Website: pureportfolios.com

Company Founded: 2016

Company Size: 1-10

Pure Portfolios Contact Details

Name Title LinkedIn Phone Email
Nik Schuurmans Founder
Requires/Intent
ERP Solutions
Sales
Market Research
SEO
Global Market Trend Analysis
and more

43. Pacific Capital Works

Industry: Investment Management

Location: Oregon

Website: pacificcapitalworks.com

Company Founded: 2010

Company Size: 1-10

Company Address: 1155 Southwest Morrison Street, Portland, Oregon, United States

Pacific Capital Works Contact Details

Name Title LinkedIn Phone Email
Todd Brundage President
Requires/Intent
Digital Marketing
AI-Based Credit Risk Assessment
Sales
Web Development
Cloud Hosting
and more

44. Strannix Business Group

Industry: Investment Management

Location: Oregon

Website: strannixgroup.com

Company Founded: 2020

Company Size: 51-200

Company Address: 12042 Southeast Sunnyside Road, Clackamas, Oregon, United States

Strannix Business Group Contact Details

Name Title LinkedIn Phone Email
Chris Johnson President
Requires/Intent
Cloud Solutions
Sales
and more

45. Summa Global Advisors, Llc

Industry: Investment Management

Location: Oregon

Website: summaglobal.com

Company Founded: 2008

Company Size: 1-10

Company Address: 12901 Southeast 97th Avenue, Clackamas, Oregon, United States

Summa Global Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Rachel Wakefield Partner
Henry Yu Partner And Portfolio Manager At Summa Global Advisors, Llc
Jessie Kline Office Manager
Requires/Intent
Robo-Advisors & AI Trading
FinTech Solutions For Investment Firms
IPO Advisory
and more

46. Strategic Wealth Management, Llc

Industry: Investment Management

Location: Oregon

Website: adviceforwealth.com

Company Founded: 2009

Company Size: 1-10

Company Address: 20985 Lava Flow, Bend, Oregon, United States

Strategic Wealth Management, Llc Contact Details

Name Title LinkedIn Phone Email
David Smith Wealth Manager, Advisor
Requires/Intent
Business Expansion
Digital Asset & Cryptocurrency Investment
Sales
FinTech Solutions For Investment Firms
and more

47. Washington Park Advisors

Industry: Investment Management

Location: Oregon

Website: waparkadvisors.com

Company Founded: 2016

Company Size: 1-10

Company Address: 720 Southwest Washington Street, Portland, Oregon, United States

Washington Park Advisors Contact Details

Name Title LinkedIn Phone Email
Paul Wittman Managing Director
Matt Schaefer Director
Requires/Intent
AI-Powered Financial Forecasting
Automation
M&A Advisory
and more

48. Price Financial Group Wealth Management

Industry: Investment Management

Location: Oregon

Website: pfgwm.com

Company Founded: 2004

Company Size: 1-10

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

Price Financial Group Wealth Management Contact Details

Name Title LinkedIn Phone Email
Bo Caldwell Vice President And Shareholder
Requires/Intent
AI Chatbots
Risk Management & Compliance
Robo-Advisors & AI Trading
and more

49. Double E Northwest

Industry: Investment Management

Location: Oregon

Website: wildernewport.com

Company Founded: 1994

Company Size: 1-10

Company Address: 2712 Southeast 20th Avenue, Portland, Oregon, United States

Double E Northwest Contact Details

Name Title LinkedIn Phone Email
Liane Brakke-pound Vice President
Jay Robinson On-site Manager
Requires/Intent
Cybersecurity Solutions
Institutional Asset Management
and more

50. Midway Llc

Industry: Investment Management

Location: Oregon

Company Size: 1-10

Company Address: 6600 North Baltimore Avenue, Portland, Oregon, United States

Midway Llc Contact Details

Name Title LinkedIn Phone Email
Tyler Feague Photographer And Videographer
Requires/Intent
Robo-Advisors & AI Trading
Institutional Asset Management
and more

51. Wintergreen Financial Group | Portland, Maine

Industry: Investment Management

Location: Oregon

Website: wintergreenfinancialgroup.com

Company Founded: 1995

Company Size: 1-10

Company Address: 14 Sewall Street, Portland, Oregon, United States

Wintergreen Financial Group | Portland, Maine Contact Details

Name Title LinkedIn Phone Email
Karen Winslow Owner
Diane Bonney Teacher
Requires/Intent
Institutional Asset Management
Accounting
AI-Powered Financial Forecasting
Market Research
and more

52. North Ridge Wealth Advisors, Inc.

Industry: Investment Management

Location: Oregon

Website: nrwadvisors.com

Company Founded: 2011

Company Size: 1-10

Company Address: 8285 Southwest Nimbus Avenue, Beaverton, Oregon, United States

North Ridge Wealth Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Brian Lawrence Wealth Advisor And Partner
Requires/Intent
Market Research
SEO
IT Support
Tax Optimization For Investments
Software Development
and more

53. Peregrine Asset Advisers

Industry: Investment Management

Location: Oregon

Website: peregrineaa.com

Company Founded: 2001

Company Size: 1-10

Company Address: 9755 Southwest Barnes Road, Portland, Oregon, United States

Peregrine Asset Advisers Contact Details

Name Title LinkedIn Phone Email
Steven Binns Investment Advisor
Requires/Intent
Financial Due Diligence
Accounting
Web Development
and more

54. Future Planning Systems, Inc.

Industry: Investment Management

Location: Oregon

Website: futureplanningsystems.com

Company Founded: 1985

Company Size: 1-10

Company Address: 2290 Oakmont Way, Eugene, Oregon, United States

Future Planning Systems, Inc. Contact Details

Name Title LinkedIn Phone Email
Brenda Tomaro Office Administrator
Max Kessler Operations Manager
Requires/Intent
Sales
AI Chatbots
IT Support
and more

55. Tygh Capital Management

Industry: Investment Management

Location: Oregon

Website: tyghcap.com

Company Size: 1-10

Tygh Capital Management Contact Details

Name Title LinkedIn Phone Email
Tom Abernethy Equity Trader
Jeff Curtis President
Dayton Rodegerdts Research Analyst
Requires/Intent
CRM Systems
AI
M&A Advisory
Private Wealth Management
and more

56. Prosser Construction

Industry: Investment Management

Location: Oregon

Website: prosserconstructionllc.com

Company Size: 1-10

Company Address: 2456 Onyx Street, Eugene, Oregon, United States

Prosser Construction Contact Details

Name Title LinkedIn Phone Email
Ryan Prosser Owner
Requires/Intent
AI
Digital Marketing
Cloud Solutions
Web Development
and more

57. Strategic Group Nw

Industry: Investment Management

Location: Oregon

Website: strategicgroupnw.com

Company Size: 1-10

Strategic Group Nw Contact Details

Name Title LinkedIn Phone Email
Ggh Lisa Silvey Chief Operations Officer | Director Of Impact
Requires/Intent
Public Relations
Web Development
Financial Due Diligence
Financial Management
Tax Optimization For Investments
and more

58. American United Eb-5 Regional Center

Industry: Investment Management

Location: Oregon

Website: audgus.com

Company Founded: 2011

Company Size: 1-10

Company Address: 10300 Southwest Greenburg Road, Portland, Oregon, United States

American United Eb-5 Regional Center Contact Details

Name Title LinkedIn Phone Email
Bryan Cavaness Director Of Legal Affairs And Regulatory Compliance
Requires/Intent
Accounting
AI
High-Frequency Trading Solutions
and more

59. Alberty Asset Management Llc

Industry: Investment Management

Location: Oregon

Website: albertyasset.com

Company Size: 1-10

Company Address: 975 Oak Street, Eugene, Oregon, United States

Alberty Asset Management Llc Contact Details

Name Title LinkedIn Phone Email
Doug Alberty Financial Advisor
Requires/Intent
Global Market Trend Analysis
Legal
and more

60. Sommers Financial Management

Industry: Investment Management

Location: Oregon

Website: sommersfinancial.com

Company Founded: 2002

Company Size: 1-10

Sommers Financial Management Contact Details

Name Title LinkedIn Phone Email
Joyce Pereira St Helens Branch Manager
Misty Chatterley Office Manager
Requires/Intent
Branding
Global Market Trend Analysis
Investor Relations & Reporting
Digital Asset & Cryptocurrency Investment
and more

61. Mcs Family Wealth Advisors

Industry: Investment Management

Location: Oregon

Website: mcsfamilywealth.com

Company Founded: 1990

Company Size: 1-10

Company Address: 750 Northwest Charbonneau Street, Bend, Oregon, United States

Mcs Family Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Michael Stalker Founder And Portfolio Manager And Wealth Counselor
Requires/Intent
Automation
IT Support
Financial Due Diligence
Portfolio Management Solutions
Risk Management & Compliance
and more

62. Sigma Investment Management Company

Industry: Investment Management

Location: Oregon

Website: sigmainvestment.com

Company Founded: 1992

Company Size: 11-50

Sigma Investment Management Company Contact Details

Name Title LinkedIn Phone Email
Serena Stuttler Administrative Assistant
Requires/Intent
Cloud Hosting
Global Market Trend Analysis
and more

63. Beverly Pacific, Llc

Industry: Investment Management

Location: Oregon

Website: bevpacllc.com

Company Size: 11-50

Beverly Pacific, Llc Contact Details

Name Title LinkedIn Phone Email
Tom Johnson Sales And Engineering
Requires/Intent
Cloud Solutions
Cybersecurity Solutions
Digital Marketing
Sales
and more

64. Common Sense Investment Management

Industry: Investment Management

Location: Oregon

Website: fort-rock.com

Company Founded: 1991

Company Size: 1-10

Company Address: 15350 Southwest Sequoia Parkway, Portland, Oregon, United States

Common Sense Investment Management Contact Details

Name Title LinkedIn Phone Email
Tionna Foglio Legal And Operational Due Diligence Associate
Andy Lindborg A And P Mechanic
Requires/Intent
High-Frequency Trading Solutions
Web Development
Data Security
M&A Advisory
and more

65. Martin Capital Partners, Llc

Industry: Investment Management

Location: Oregon

Website: martincp.com

Company Founded: 2010

Company Size: 1-10

Company Address: 940 Willamette Street, Eugene, Oregon, United States

Martin Capital Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Ryan Adair Operations Manager
Requires/Intent
Investor Relations & Reporting
High-Frequency Trading Solutions
IT Support
Web Development
Compliance & Risk Management
and more

66. Third Ocean Inc.

Industry: Investment Management

Location: Oregon

Website: thirdocean.co

Company Founded: 2013

Company Size: 1-10

Company Address: 72 West Broadway, Eugene, Oregon, United States

Third Ocean Inc. Contact Details

Name Title LinkedIn Phone Email
Penny Guo International Marketing Specialist
Requires/Intent
Branding
Risk Management & Compliance
Financial Due Diligence
Predictive Analytics
Alternative Investment Consulting
and more

67. Pension Consulting Alliance, Llc

Industry: Investment Management

Location: Oregon

Website: pensionconsulting.com

Company Founded: 1988

Company Size: 11-50

Pension Consulting Alliance, Llc Contact Details

Name Title LinkedIn Phone Email
Kristen Stuit Analyst
Requires/Intent
Cloud Solutions
AI
Tax Optimization For Investments
Investor Relations & Reporting
and more

68. Iron Bridge Mortgage Fund Llc

Industry: Investment Management

Location: Oregon

Company Size: 1-10

Iron Bridge Mortgage Fund Llc Contact Details

Name Title LinkedIn Phone Email
Rachel Anderson Administrative Assistant
Requires/Intent
IPO Advisory
Institutional Asset Management
Public Relations
and more

69. No Bonz About It

Industry: Investment Management

Location: Oregon

Website: nobonz.com

Company Size: 1-10

Company Address: 3351 Northeast Sandy Boulevard, Portland, Oregon, United States

No Bonz About It Contact Details

Name Title LinkedIn Phone Email
Eva Mccarroll Dog Daycare Attendant
Rae Davis Doggie Daycare Attendant
Requires/Intent
Private Wealth Management
High-Frequency Trading Solutions
Advertising
ESG Investing & Impact Analysis
and more

70. Great Pacific Wealth Management

Industry: Investment Management

Location: Oregon

Website: greatpacificwealth.com

Company Founded: 1993

Company Size: 1-10

Company Address: 1235 North East 6th Street, Grants Pass, Oregon, United States

Great Pacific Wealth Management Contact Details

Name Title LinkedIn Phone Email
Christopher Isabell Investment Advisor
Requires/Intent
Data Security
SEO
Alternative Investment Consulting
AI Chatbots
AI-Powered Financial Forecasting
and more

71. Erickson Air Crane

Industry: Investment Management

Location: Oregon

Company Size: 1-10

Company Address: 568 Village Drive, Central Point, Oregon, United States

Erickson Air Crane Contact Details

Name Title LinkedIn Phone Email
Jeffrey Mollers A And P Mechanic At Erickson Air Crane
Brandon Livingston Field Maintenance Apprentice
Requires/Intent
Alternative Investment Consulting
AI-Powered Financial Forecasting
AI Chatbots
FinTech Solutions For Investment Firms
Digital Marketing
and more

72. Keyhole Locksmith

Industry: Investment Management

Location: Oregon

Website: keyholelocksmith.com

Company Size: 1-10

Company Address: 1775 West 11th Avenue, Eugene, Oregon, United States

Keyhole Locksmith Contact Details

Name Title LinkedIn Phone Email
Kevin Rose Locksmith
Requires/Intent
Robo-Advisors & AI Trading
Branding
Business Expansion
Digital Asset & Cryptocurrency Investment
and more

73. North Of The Blue

Industry: Investment Management

Location: Oregon

Website: northoftheblue.com

Company Size: 1-10

North Of The Blue Contact Details

Name Title LinkedIn Phone Email
James Pedersen Director Of Marketing At North Of The Blue
Requires/Intent
ERP Solutions
Public Relations
Robo-Advisors & AI Trading
Branding
CRM Systems
and more

74. Cinder Mountain Enterprises, Inc

Industry: Investment Management

Location: Oregon

Website: cindermountain.com

Company Size: 1-10

Company Address: 33470 Chinook Plaza, Scappoose, Oregon, United States

Cinder Mountain Enterprises, Inc Contact Details

Name Title LinkedIn Phone Email
Link Lemaster Property Manager
Requires/Intent
Branding
AI Chatbots
Business Expansion
and more

75. Moffatt Enterprises

Industry: Investment Management

Location: Oregon

Company Size: 1-10

Company Address: P/o Box 244, Gladstone, Oregon, United States

Moffatt Enterprises Contact Details

Name Title LinkedIn Phone Email
Shalayna Moffatt Small Business Owner
Requires/Intent
ERP Solutions
Hedge Fund Strategies
Web Development
Financial Due Diligence
Sales
and more
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Oregon Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Ian Aguilar Campbell Global Chief Technology Officer
2 Mike Phelps Campbell Global Director Of Us Timberland Transactions
3 Rhonda Stephens Campbell Global Director Of Human Resources
4 Andy Hoyt Campbell Global Director Of Finance And Strategy
5 Steven King Campbell Global Director Of Global Business Strategy At The Campbell Group, Llc
6 Daniel Horowitz Campbell Global Executive Assistant
7 Alex Lau Campbell Global Controller
8 Brad Carpenter Hood River Capital Management Llc Director Of Sales
9 Bret Hokkanen Hood River Capital Management Llc Director Of Sales
10 Matthias Bauer Rvk, Inc. Principal And Senior Investment Consultant
11 Eryn Bacewich Rvk, Inc. Associate Consultant
12 Cole Bixenman Rvk, Inc. Consultant
13 Spencer Hunter Rvk, Inc. Senior Consultant
14 Remington Ju Rvk, Inc. Investment Analyst
15 Alexander Spencer Rvk, Inc. Senior Manager Research Analyst
16 Amy Hsiang Rvk, Inc. Head Of Fixed Income And Alternative Credit Research
17 Cole Ebel Jensen Investment Management Marketing Associate
18 Erika Castro Jensen Investment Management Marketing Distribution Associate
19 Dorothy Friedrich Jensen Investment Management Director Of Marketing
20 Christopher Neill Jensen Investment Management Director Of Institutional Sales
21 Jeff Wilson Jensen Investment Management Business Analyst
22 Richard Clark Jensen Investment Management Director Of Sales And Marketing
23 Alexandria Sorosky Jensen Investment Management Manager Of Sales And Client Services
24 Kevin Bull Investechs Co Founder And Business Development
25 Esteban Vollenweider Investechs Co-founder, Vice President Of Technology
26 Esteban Vollenweider Investechs Technology
27 Steve Holwerda Ferguson Wellman Capital Management Managing Director
28 Tara Kinateder Ferguson Wellman Capital Management Executive Vice President
29 Samantha Pahlow Ferguson Wellman Capital Management Senior Vice President And Portfolio Manager
30 Ralph Cole Ferguson Wellman Capital Management Executive Vice President Of Research
31 Peter Jones Ferguson Wellman Capital Management Vice President | Research
32 Marc Fovinci Ferguson Wellman Capital Management Principal | Fixed Income Strategy And Portfolio Management
33 Alex Harding Ferguson Wellman Capital Management Trading Associate
34 Robert Moir Elk Rock Capital Partners Inc President And Chief Executive Officer
35 David Saltzman Elk Rock Capital Partners Inc Vice President
36 William Valentine Valentine Ventures, Llc Prez
37 Michael Bird Valentine Ventures, Llc Director Of Valentine 401 Services
38 Andrew Gray Valentine Ventures, Llc Advisor, Shareholder
39 Emily Sheldon Vista Capital Partners Client Service Administrator
40 Cfpâ Jon Gannon Vista Capital Partners Portfolio Manager

Investment Management companies in different states of USA

No. Industry Number of Contacts Download
1 Investment Management Startups and Companies in Alabama 274
2 Investment Management Startups and Companies in Alaska 96
3 Investment Management Startups and Companies in Arizona 218
4 Investment Management Startups and Companies in Arkansas 52
5 Investment Management Startups and Companies in California 1690
6 Investment Management Startups and Companies in Colorado 619
7 Investment Management Startups and Companies in Connecticut 1366
8 Investment Management Startups and Companies in Delaware 72
9 Investment Management Startups and Companies in Florida 233
10 Investment Management Startups and Companies in Georgia 290
11 Investment Management Startups and Companies in Hawaii 22
12 Investment Management Startups and Companies in Idaho 103
13 Investment Management Startups and Companies in Illinois 1798
14 Investment Management Startups and Companies in Indiana 501
15 Investment Management Startups and Companies in Iowa 540
16 Investment Management Startups and Companies in Kansas 337
17 Investment Management Startups and Companies in Kentucky 99
18 Investment Management Startups and Companies in Louisiana 122
19 Investment Management Startups and Companies in Maine 65
20 Investment Management Startups and Companies in Maryland 3570
21 Investment Management Startups and Companies in Massachusetts 2397
22 Investment Management Startups and Companies in Michigan 173
23 Investment Management Startups and Companies in Minnesota 1147
24 Investment Management Startups and Companies in Mississippi 47
25 Investment Management Startups and Companies in Missouri 1181
26 Investment Management Startups and Companies in Montana 9
27 Investment Management Startups and Companies in Nebraska 48
28 Investment Management Startups and Companies in Nevada 72
29 Investment Management Startups and Companies in New Hampshire 87
30 Investment Management Startups and Companies in New Jersey 709
31 Investment Management Startups and Companies in New Mexico 47
32 Investment Management Startups and Companies in New York 4591
33 Investment Management Startups and Companies in North Carolina 164
34 Investment Management Startups and Companies in North Dakota 4
35 Investment Management Startups and Companies in Ohio 326
36 Investment Management Startups and Companies in Oklahoma 148
37 Investment Management Startups and Companies in Pennsylvania 617
38 Investment Management Startups and Companies in Rhode Island 36
39 Investment Management Startups and Companies in South Carolina 129
40 Investment Management Startups and Companies in South Dakota 13
41 Investment Management Startups and Companies in Tennessee 251
42 Investment Management Startups and Companies in Texas 448
43 Investment Management Startups and Companies in Utah 356
44 Investment Management Startups and Companies in Vermont 83
45 Investment Management Startups and Companies in Virginia 854
46 Investment Management Startups and Companies in Washington 317
47 Investment Management Startups and Companies in Wisconsin 621
48 Investment Management Startups and Companies in Wyoming 25
49 Investment Management Startups and Companies in District Of Columbia 314

Investment Management companies in different cities of Oregon

No. Cities Number of Contacts Download
1 Investment Management Companies in Portland 4715
2 Investment Management Companies in Lake Oswego 920