Best Financial Services Companies in Oregon, United States
The 243 best Financial Services companies in Oregon, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: M Financial Group.
Ranked: Best Financial Services companies in Oregon
| # | Company | Disclosed funding | Last round | Stage | Employees | Founded | Founder | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | a&i benefit plan administrators A Portland, Ore.-based provider of third-party administration services for Taft-Hartley multiemployer plans | — | — | Acquired | 46 | 1954 | — | — | — |
| 2 | abts ABTS is an accounting firm that provides bookkeeping and tax service for individuals and all business sectors. | — | — | — | — | 1997 | — | — | — |
| 3 | Adit Funds Long-short equity focused hedge fund | — | — | Unfunded | — | 2006 | Robert Mitchell General Partner | — | — |
| 4 | Advantis Credit Union Urban credit union | — | — | Unfunded | 237 | 1928 | Bob Corwin CEO & President | — | — |
| 5 | Ajax Funding Provider of mortgage loan and financial services | — | — | Funding Raised | — | 2016 | Steve Rosenberg Founder | — | — |
| 6 | Aldrich Advisors Provider of finance & accounting services | — | — | Acquired | — | 1973 | John Lauseng CEO | — | 1 award |
| 7 | Alex Rogers Agency Provider of various insurance coverage options including auto, home, and life | — | — | Unfunded | 34 | 2005 | — | — | — |
| 8 | Allen Trust Provider of investment management, financial planning, and tax preparation services | — | — | Unfunded | — | 2000 | Stuart Allen Founder & CEO | — | — |
Top 12 Financial Services companies in Oregon
#1
Series E · Portland, Oregon · founded 1978 · 272 employees$310Mraised▾
Network of independent firms offering life insurance and financial services to high-net-worth individuals and businesses. It provides access to exclusive products and services developed through partnerships with leading insurance carriers. These offerings encompass life insurance, executive benefits, and wealth solutions. The network also offers support services, digital platforms, and professional development programs for its member firms and clients. Investment management services are provided, rooted in academic research and vetted by experts. The firm facilitates collaboration among member firms and partners to create tailored solutions.
#2
Series B · Beaverton, Oregon · founded 2021 · 62 employees$35.1Mraised▾
Provider of lending and insurance services for manufactured home ownership. The company offers loan origination and servicing for manufactured homes. Additionally, it functions as an insurance agent providing homeowners’ insurance policies. The organization operates multiple subsidiaries, each managed with its own governance structure. These subsidiaries include a technology company providing software solutions.
- Dec 2025Series B$19M
- Sep 2024Series B$19.6M
- Jul 2023Series A—
- Feb 2023Series A—
#3
Funding Raised · Lake Oswego, Oregon · founded 2018 · 92 employees$300Mraised▾
Provider of equipment financing solutions for vendors and medical providers. The company offers direct lending services, making independent credit decisions. It delivers a flexible process to customers and vendor partners. The company focuses on financing technology for various industries.
- Nov 2024Conventional Debt—
- May 2023Conventional Debt—
- Jun 2022Conventional Debt$200M
- Jun 2021Conventional Debt$25M
#4
Series A · Portland, Oregon · founded 2012 · 30 employees$15.1Mraised▾
Retailer of rum stores
- Oct 2023Series A$15M
- May 2013Seed$50K
#5
Public · Beaverton, Oregon · founded 2014 · 1 employees$95.8Mraised▾
Real estate investment trust
- Apr 2020Post IPO$80M
- Nov 2018Post IPO$15.8M
#6
Funding Raised · Adams, Oregon · founded 2012 · 73 employees$29.6Mraised▾
Community bank offering personal, business, and government banking solutions. We are an independent community savings bank focused on building trusted financial relationships. We provide a comprehensive suite of financial services, including checking, savings, CDs, IRAs, mortgages, and loans. For businesses, we offer checking, savings, term loans, lines of credit, and treasury management services. Government banking includes municipal checking, savings, and financing options. We also provide online and mobile banking, bill pay, transfers, and digital wallet services. We are committed to serving our community with personalized banking solutions that foster growth and stability, supporting local businesses, and enhancing the well-being of our neighbors. Our core values include always doing right by the customer, supporting our community, fueling a positive workplace, embracing change, and accepting responsibility.
- Apr 2022Conventional Debt$29.6M
#7
Public · Portland, Oregon · founded 2012 · 24 employees$2.3Mraised▾
Diversified investment firm
- Sep 2023Post IPO$2.2M
- Jun 2022Post IPO$125K
#8
Series A · Lake Oswego, Oregon · founded 1988$5Mraised▾
Funds investment management firm
#9
Funding Raised · Portland, Oregon · founded 2015$50Kraised▾
Wanderwell is a travel insurance agency that offers comprehensive trip protection plans to cover common travel perils with superior support for travelers. They provide benefits such as trip cancellation coverage and Cancellation for Any Reason (CFAR) benefits to ensure travelers have peace of mind during their travels.
- May 2024Conventional Debt$50K
#10
Series A · Portland, Oregon · founded 1990$2Mraised▾
Provider of home loans
#11
Series A · Portland, Oregon · founded 2008$425Kraised▾
Investment & business consulting firm
- May 2022Series A$125K
- Dec 2016Series A$300K
#12
Public · Eugene, Oregon · founded 2004 · 370 employees$180Kraised▾
Commercial Bank
- Jan 2022Post IPO$180K
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Financial Services coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.