Company lists
The Oregon edition · 2026

Financial servicescompanies in Oregon

Accounting, insurance, investing, lending, banking and more: the companies building financial services in Oregon, with their founders, funding, team size and business models.

286 company profiles7 with recorded fundingNovember 2026 edition
Oregon · Photo: Wikimedia Commons (CC BY-SA 3.0)

Recent financial services business events in Oregon

Funding, M&A, contract wins and launches involving 383 financial services companies in Oregon, last 24 months: 24 M&A deals · 1 Contract · 1 funding round. Newest first; companies and investors link to their Fliar profiles. Latest event in our news feed: May 2026.

M&AAcquisition · Completed

Pacific ridge capital acquires Park dental

Pacific Ridge Capital Partners LLC acquired a new stake in shares of Park Dental Partners, Inc. (NASDAQ:PARK – Free Report) during the fourth quarter, HoldingsChannel reports. The firm…

Dental support organization
M&ABuyout · Completed

Aerodigm Wealth acquires Delap llp

In February, there was a similar tax-focused advisory breakout with a new firm called Aerodigm Wealth. That RIA launched in Portland, Ore., via a management buyout of accounting firm…

M&AAcquisition · Completed

Waverly advisors acquires Pure portfolios

Waverly, a serial RIA acquirer that oversees about $30.4 billion in assets, also bought Pure Portfolios, a wealth management firm in Lake Oswego, Ore. That acquisition established…

Wealth Management
M&AAcquisition · Pending

People’s bank acquires State mortgage & investment bank

Two of these banks – Housing Development Finance Corporation Bank of Sri Lanka and State Mortgage & Investment Bank – are already expected to be acquired by Bank of Ceylon and People’s…

Banking
M&AAcquisition · Announced

FS Bancorp acquires Pacific west bank

FS Bancorp, the Mountlake Terrace, Wash.-based holding company for 1st Security Bank, has agreed to pay $34.6 million in cash and stock for Pacific West Bank in West Linn, Ore.

Banking
M&AAcquisition · Announced

Coldstream acquires Cable hill partners

Coldstream’s acquisition of Cable Hill Partners, a $2 billion RIA in Portland, Ore., in June.

RIA
M&AAcquisition · Announced

Waverly advisors acquires Pure portfolios

Waverly Advisors announced this week the acquisition of Pure Portfolios, a wealth management firm based in Lake Oswego, Ore., adding approximately $437 million in AUM.

RIA
M&AAcquisition · Announced

Community financial acquires ClearPoint Federal Bank & Trust

Community Financial System has announced the acquisition of ClearPoint Federal Bank & Trust.

Trust Administration
M&AAcquisition · Announced

ETHZilla Corporation acquires Zippy

ETHZilla Corporation, a technology company bringing decentralized finance infrastructure to traditional finance, has agreed to acquire a minority stake in Zippy as the two companies push…

M&AAcquisition · Announced

ETHZilla acquires Zippy

The former biotechnology company ETHZilla (ETHZ) had just acquired a 15% stake in Zippy, doubling its effort in the Real World Assets markets (RWA) The agreement, valued at $5 million in…

Blockchain infrastructure
M&AAcquisition · Announced

Paulson capital holding acquires JWTT

Portland, Ore.-based investment bank Paulson Capital Holding Company is expanding in the community banking sector by acquiring investment bank and broker-dealer JWTT.

Investment bank and broker-dealer
M&AAcquisition · Completed

Columbia Banking Systems acquires Umpqua Holdings

Columbia's acquisition of Umpqua Holdings, announced in the fall of 2021, was initially expected to close in mid‑2022, but it didn't cross the finish line until early 2023.

Banking
M&AAcquisition · Completed

Stonepine capital management acquires Hillevax

Stonepine Capital Management LLC acquired a new stake in shares of HilleVax during the 4th quarter worth approximately $274,000.

Biopharmaceutical
M&AAcquisition · Completed

Professional Credit acquires BYL Services, LLC

Corporate Advisory Solutions ("CAS") is pleased to announce the successful acquisition of Virtual Accounts Receivable Outsourcing, LLC ("VARO"), and BYL Services, LLC ("BYL"), (together,…

Debt Collections
M&AAcquisition · Completed

Professional Credit acquires Virtual Accounts Receivable Outsourcing, LLC

Corporate Advisory Solutions ("CAS") is pleased to announce the successful acquisition of Virtual Accounts Receivable Outsourcing, LLC ("VARO"), and BYL Services, LLC ("BYL"), (together,…

Healthcare Revenue Cycle Management
M&AAcquisition · Announced

Seacoast bank acquires Professional

The Stuart, Florida-based Seacoast Bank acquired Professional in 2023.

Banking
M&AAcquisition · Announced

Maps credit union acquires Lewis & clark bank

Marion and Polk Schools Credit Union, which does business as Maps Credit Union, has reached a deal to acquire Lewis & Clark Bank in Oregon City for an undisclosed amount.

M&AAcquisition · Announced

Marion and Polk Schools Credit Union acquires Lewis & clark bank

Marion and Polk Schools Credit Union in Oregon announced plans to buy Lewis & Clark Bank.

Finance
M&AAcquisition · Completed

The standard acquires Business

StanCorp Financial Group, Inc., widely known as The Standard, has formally closed its $2 billion acquisition of The Allstate Corporation’s Employer Voluntary Benefits business, marking a…

Insurance
M&AAcquisition · Completed

The standard acquires The Allstate Corporation

StanCorp Financial Group, Inc., widely known as The Standard, has formally closed its $2 billion acquisition of The Allstate Corporation‘s Employer Voluntary Benefits business.

M&AAcquisition · Announced

Range Financial Group acquires Faro technologies

Range Financial Group LLC bought a new position in FARO Technologies during the fourth quarter valued at approximately $374,000.

Scientific and Technical Instruments
M&AAcquisition · Announced

Aldrich acquires Hma cpa

Top 70 accounting firm Aldrich is venturing into the Spokane and Coeur d’Alene area in the Inland Northwest after acquiring HMA CPA, an accounting firm based in Spokane, WA.

Accounting
FundingTier 2 Debenture

People’s bank

People’s Bank successfully concluded the BASEL III Compliant Tier 2, Unlisted, Rated, Unsecured, Subordinated Redeemable Debentures with non-viability write-down to the extent required…

Banking

Financial services companies in Oregon, by funding and team

Few financial services companies in Oregon publish revenue, so this list compares what is on record instead: recorded equity funding, team size, revenue model, age and stage. The 50 companies below lead on recorded funding and team size among 286 active companies.

Showing 25 of 50

Provider of lending and insurance services for manufactured home ownership

Alternative lending
US$54.12mSeries B · Dec 2025
179LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
5 yr2021
0none in 3 months

Retailer of rum stores

Brokers and dealers
US$15.05mSeries A · Oct 2023
36+15% vs previous recordLinkedIn · Jul 2026
E-commerce - product / Physical commerce
14 yr2012
0none in 3 months

Investment & business consulting firm

Investment consultants
US$425kSeries A · May 2022
—Not available
Fee-for-service
18 yr2008
—No postings tracked

Provider of investment management services

Services for investment industry
US$300kSeed · Apr 2020
3LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
13 yr2013
—No postings tracked

Oregon Coast's community bank providing personal and business banking solutions

Banks
US$273kSeed · Oct 2011
58+12% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
24 yr2002
0none in 3 months

Provider of insurance underwriting services

Insurance underwriters
US$250kSeed · Jun 2020
3LinkedIn · Jul 2026
Commission on transaction / E-commerce - product
7 yr2019
0none in 3 months

Provider of procurement management solution for enterprise

Logistics tech
US$100kSeed · Feb 2022
17LinkedIn · Jul 2026
Subscription
5 yr2021
—No postings tracked

Provider of innovative health care solutions

Insurance distribution
—None recorded
4,648+10% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Subscription
30 yr1996
0none in 3 months · last posted Jun 2026

Medical bill review service provider

Services for health insurers
—None recorded
3,891+5% 12 mo to Mar 2023LinkedIn · Oct 2026
Subscription / Fee-for-service
39 yr1987
0none in 3 months · last posted Jun 2026

Internet first provider of life, disability, dental & vision insurance services

Insurance carriers
—None recorded
5,093-18% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Fee-for-service
120 yr1906
0none in 3 months

Urban credit union

Banks
—None recorded
2,023recorded
Commission on transaction / Lending
91 yr1935
0none in 3 months · last posted Dec 2025

National title insurance company providing comprehensive real estate transaction services

Insurance carriers
—None recorded
1,255-3% vs previous recordLinkedIn · Oct 2026
Fee-for-service
16 yr2010
0none in 3 months

Provider of dental and medical insurance plans

Insurance carriers
—None recorded
1,125-2% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Subscription
71 yr1955
0none in 3 months · last posted Jun 2026

Internet first provider of commercial insurance services

Insurance carriers
—None recorded
980recorded
Commission on transaction / Fee-for-service
16 yr2010
—No postings tracked

Urban credit union

Banks
—None recorded
813+18% 12 mo to Dec 2021LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
94 yr1932
0none in 3 months · last posted Sep 2025

Urban credit union

Banks
—None recorded
437+11% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Fee-for-service
70 yr1956
0none in 3 months

Credit Union

Banks
—None recorded
376+0% 12 mo to Dec 2020recorded Dec 2020
Commission on transaction / Lending
90 yr1936
0none in 3 months · last posted Nov 2025

Commercial Bank

Banks
—None recorded
407-1% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Fee-for-service
22 yr2004
0none in 3 months

Home loans provider

Consumer and sme loans
—None recorded
213+24% 12 mo to Dec 2021LinkedIn · Oct 2026
Commission on transaction / Lending
30 yr1996
0none in 3 months

Provider of mortgage loan origination and servicing

Service providers to banks
—None recorded
274+8% 12 mo to Dec 2021recorded Dec 2021
Commission on transaction / Fee-for-service
22 yr2004
0none in 3 months

Life insurance distributor

Insurance distribution
—None recorded
248+10% 12 mo to Dec 2021LinkedIn · Oct 2026
Fee-for-service
48 yr1978
0none in 3 months · last posted Feb 2026

Urban credit union

Banks
—None recorded
271-2% 12 mo to Dec 2022recorded Dec 2022
Commission on transaction / E-commerce - service
89 yr1937
0none in 3 months · last posted Dec 2025

Provider of mortgage loans

Consumer and sme loans
—None recorded
268-7% vs previous recordrecorded
Commission on transaction / Lending
28 yr1998
—No postings tracked

Urban credit union

Banks
—None recorded
137-5% 12 mo to Dec 2022LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
98 yr1928
—No postings tracked

Community bank providing personalized financial solutions and local expertise

Banks
—None recorded
215+2% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
26 yr2000
0none in 3 months · last posted May 2026
50 of 286 companies shown here · the full list is on Radar
Fliar Radar

Explore all 286 financial services companies in Oregon on Radar

This page shows the top 50. Radar has the complete, filterable list with contacts and live company signals.

Open financial services in Oregon on Radar
  • Every company, not just 50All 286 financial services companies in Oregon, filterable by stage, funding, team size, revenue model and age.
  • Founders and decision-makersLeadership teams with roles and verified LinkedIn profiles, ready for outreach.
  • Live signalsFunding rounds, hiring, launches and M&A as they happen, with alerts on the companies you follow.
  • Save and exportBuild lists, compare companies side by side and export them from your Radar account.

Explore financial services companies in Oregon by what you are looking for

Find top financial services companies in Oregon across accounting, insurance, investing, lending, and banking. Explore financial services companies in Oregon by the financial service they provide.

8 ways to explore financial services in Oregon

Finance & accounting service companiesInsurance carriers & brokersAsset management & investment companiesConsumer & business lending companiesBanks & banking service providersFinancial services startups in Oregon

Finance & accounting service companies

Companies providing accounting, bookkeeping, payroll, and financial advisory services.

  1. Perkinsaccounting

    Perkins & Co, the largest locally owned accounting firm in Portland.

    Finance & accounting services
    See in list
  2. kdp certified public accountants

    KDP Certified Public Accountants provides audit, accounting, tax preparation, and tax planning services.

    Finance & accounting services
    See in list
  3. doty pruett wilson

    Doty Pruett Wilson is an accounting firm that offers taxation, payroll, estate planning, business valuation, and consulting services.

    Finance & accounting services
    Website
  4. mcdonald jacobs

    McDonald Jacobs is an accounting firm that offers tax preparation, consulting, management advising and financial reporting services.

    Finance & accounting services
    Website
  5. maginnis & carey

    Maginnis & Carey is an accounting firm that offers auditing, individual and business tax services to various industries.

    Finance & accounting services
    Website
70 companies in Oregon

Insurance carriers & brokers

Companies offering insurance products, distribution, and insurance services.

  1. SAGE Program Underwriters

    Provider of insurance underwriting services

    Insurance underwriters
    See in list
  2. The Standard

    Internet first provider of life, disability, dental & vision insurance services

    Insurance carriers
    See in list
  3. WFG National Title Insurance

    National title insurance company providing comprehensive real estate transaction services

    Insurance carriers
    See in list
  4. Moda Health

    Provider of dental and medical insurance plans

    Insurance carriers
    See in list
  5. M Financial Group

    Life insurance distributor

    Insurance distribution
    See in list

Asset management & investment companies

Companies managing assets, funds, and investment advisory services.

  1. Sortis Capital

    Investment & business consulting firm

    Investment consultants
    See in list
  2. Lion Vista

    Provider of investment management services

    Services for investment industry
    See in list
  3. TCI America

    Provider of financial planning services

    Asset management
    Website
  4. oswego crest financial group

    Oswego Crest Financial Group is financial planning and investment management firm that offers wealth and risk management services.

    Asset management
    Website
  5. Cascade Investment Advisors

    Provider of investment management firm

    Services for investment industry
    Website

Consumer & business lending companies

Companies offering consumer loans, small-business finance, and alternative lending.

  1. Zippy

    Provider of lending and insurance services for manufactured home ownership

    Alternative lending
    See in list
  2. GVC Mortgage

    Home loans provider

    Consumer and sme loans
    See in list
  3. Directors Mortgage

    Provider of mortgage loans

    Consumer and sme loans
    See in list
  4. Community Financial

    Provider of construction financing services

    Consumer and sme loans
    See in list
  5. Reliable Credit

    Provider of auto, home improvement, and other consumer loan services

    Consumer and sme loans
    See in list

Banks & banking service providers

Banks, credit providers, and companies that support banking operations.

  1. Sortis Capital

    Investment & business consulting firm

    Investment consultants
    See in list
  2. Oregon Coast Bank

    Oregon Coast's community bank providing personal and business banking solutions

    Banks
    See in list
  3. PenFed

    Urban credit union

    Banks
    See in list
  4. SELCO Community Credit Union

    Credit Union

    Banks
    See in list
  5. Summit Bank

    Commercial Bank

    Banks
    See in list

Financial services startups in Oregon

Recently founded financial services companies in Oregon.

  1. Zippy

    Provider of lending and insurance services for manufactured home ownership

    Alternative lending
    See in list
  2. OKO Physical Commodity Exchange

    Provider of procurement management solution for enterprise

    Logistics tech
    See in list
  3. TCI America

    Provider of financial planning services

    Asset management
    Website
  4. select lending services

    Select Lending Services is a mortgage broker that provides insurance and loan services.

    Consumer and sme loans
    Website
  5. Settlement Intelligence

    AI platform that helps personal injury lawyers increase settlement offers by obtaining required information for insurance claims

    Financial news portals and data aggregators
    Website
15 companies in Oregon

Financial services companies hiring in Oregon

Financial services companies in Oregon with current hiring activity.

  1. Cambia Health Solutions

    Provider of innovative health care solutions

    Insurance distribution
    See in list
  2. CorVel

    Medical bill review service provider

    Services for health insurers
    See in list
  3. PenFed

    Urban credit union

    Banks
    See in list
  4. Moda Health

    Provider of dental and medical insurance plans

    Insurance carriers
    See in list
  5. SELCO Community Credit Union

    Credit Union

    Banks
    See in list
22 companies in Oregon

Public financial services companies in Oregon

Listed financial services companies in Oregon.

  1. CorVel

    Medical bill review service provider

    Services for health insurers
    See in list
  2. Summit Bank

    Commercial Bank

    Banks
    See in list
  3. Community Financial

    Provider of construction financing services

    Consumer and sme loans
    See in list
  4. People’s Bank

    Commercial bank

    Banks
    See in list
  5. oregon pacific bancorp

    Oregon Pacific Bancorp is a bank holding company for Oregon Pacific Banking Company.

    Banks
    See in list
11 companies in Oregon
Mobile reach

Top 10 financial services apps from Oregon

The most-installed Android apps published by financial services companies headquartered in Oregon — 3.1M installs between them. 26 companies on this page publish at least one app; each company (legal entity) appears once, with its most-installed app.

1 of 10
2

PenFed

by PenFed

Installs1.1M
Rating4.6237K ratings
Installs, year on year+16%
Last updatedMay 2026
View on Google Play ↗
PenFed screenshot 1PenFed screenshot 2PenFed screenshot 3PenFed screenshot 4PenFed screenshot 5PenFed screenshot 6
7

The Standard – My Retirement

by The Standard

Installs69K
Rating2.52178 ratings
Last updatedMay 2026
View on Google Play ↗
The Standard – My Retirement screenshot 1The Standard – My Retirement screenshot 2The Standard – My Retirement screenshot 3The Standard – My Retirement screenshot 4The Standard – My Retirement screenshot 5The Standard – My Retirement screenshot 6
RadarBrowse every financial services company in Oregon on RadarOpen the full list and use the App Downloads and App Growth filters to keep only companies with a mobile app. This rail shows only the ten most-installed.Browse on Radar
For investors and data teams

Put this intelligence into your own tools

The figures on this page come from Fliar’s company, funding, hiring and news data. Use it through the Investor Intelligence API and company data exports, or explore every company, founder and investor in Radar.

Capital & corporate activity

Financial services funding and M&A across the United States

2,207 recorded equity rounds have gone to 48,810 financial services companies in the United States — how much, at which stage, into which sub-sectors, from whom, and how Oregon compares. Debt, IPO and grant rounds are excluded.

equity rounds, last 12 months50

US$1.25bn

equity rounds, last 24 months186

US$2.66bn

raised over five yearsUS$18.79bn

877 rounds in the United States

M&A deals, Oregon24

last 24 months

Capital by year

Equity funding into financial services in the United States

amount rounds
$2.1bn2018138
$3.6bn2019117
$3.0bn2020144
$5.9bn2021186
$5.9bn2022212
$2.1bn2023160
$2.3bn2024148
$1.9bn2025134
$609m202637

Bars show US$ raised; the number under each year is equity rounds. 2026 is year to date. The peak year was 2022, with US$5.95bn across 212 rounds.

The funding ladder · five years

Rounds and typical cheque by stage

SeedUS$666.08m398 rounds · median US$1.08m
Series AUS$1.65bn197 rounds · median US$5.28m
Series BUS$3.28bn119 rounds · median US$17.21m
Series CUS$3.60bn60 rounds · median US$50.00m
Series D+US$8.93bn62 rounds · median US$75.00m
Private equityUS$664.91m38 rounds · median US$60.00m
Where the money went · five years

Most-funded sub-sectors

Asset managementUS$4.04bn165 rounds · 113 companies
Insurance distributionUS$2.64bn77 rounds · 50 companies
Insurance carriersUS$2.24bn68 rounds · 46 companies
CryptocurrenciesUS$1.32bn4 rounds · 2 companies
BanksUS$1.31bn54 rounds · 43 companies
Services for investment industryUS$1.31bn147 rounds · 106 companies
Consumer and sme loansUS$773.22m47 rounds · 30 companies
Corporate activity · last 24 months

M&A in Oregon

22Acquisition
1Merger
1Buyout

Most active acquirers

  1. Waverly advisors2
  2. ETHZilla Corporation2
  3. Professional Credit2
  4. The standard2
  5. Pacific ridge capital1

Most acquired or merged

  1. Pure portfolios2
  2. Zippy2
  3. Lewis & clark bank2
  4. Park dental1
  5. Pittsfield Cooperative Bank1

Each deal appears in the events strip at the top of the page.

Go deeper in the financial services landscape reports:

Financial Services Industry Landscape of the United States
Industry landscape report

Financial Services Industry Landscape of the United States

The financials above are one chapter. The full financial services landscape of Oregon maps the whole industry — every segment, the capital behind it, the talent market and where the next opportunities are.

  • Market map of every sub-sector
  • Funding & company formation by year
  • Revenue, profit & financial strength
  • Digital footprint: traffic, apps, releases
  • Hiring, skills & pay
  • Founders & leaders
  • News & sentiment
  • Where demand runs ahead of supply
Read the financial services landscape of Oregon

Financial services funding in Oregon

7 financial services companies in Oregon have recorded equity funding, US$70.52m in total. Totals and round dates describe the historical record; they are not current valuations.

Founders and momentum in Oregon

Meet the people behind financial services companies in Oregon. 64 of 286 companies list founders or leaders; where a public LinkedIn profile matches exactly, the expanded profile shows the photo, headline, location and education.

Explore Oregon financial services companies by sub-sector

The most common specialisations among financial services companies in Oregon. Open a company to see what it sells, who runs it and how far it has come.

Keep exploring financial services in the United States and nearby markets.

Explore more lists: nearby cities and other sectors in Oregon

99 more company lists you can search, plus the Radar directory pages for each place.

Financial services in nearby cities

Financial services in other US cities

Other sectors in Oregon

Browse the Radar directory

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