Best Financial Services Companies in Portland, United States
The 144 best Financial Services companies in Portland, 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 Portland
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | M Financial Group Network of independent firms offering life insurance and financial services 37Funding top 23%Growth top 39%Product top 43%Moat bottom 49% All 10 signals ▾Fundingtop 23% Growthtop 39% Producttop 43% Moatbottom 49% Patentsbottom 47% Techbottom 45% Globalbottom 40% Innovationbottom 37% Marketbottom 35% Newsbottom 27% Funding: Raised $310M · Last round Series E (Mar 2026) Growth: Headcount 247 → 272 (+10%) across vintages · Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 37/100 | $310M | 3 mo ago | Series E | — | 1978 | WebflowApple iCloud MailSalesforce+15 | 16 patents Electronic banking transaction processing (ATMs) and integrated life insurance product management. | — |
| 2 | TD Bank Investment holding company offering financial services | $42M | 14 mo ago | Acquired | Bharat Masrani Group President and CEO | 1955 | WordPressApple iCloud MailMySQL+34 | — | — |
| 3 | Valaurum Retailer of rum stores | $15M | 32 mo ago | Series A | Adam Trexler Founder & President | 2012 | Cart FunctionalityShopifyVenmo+15 | 7 patents Anti-counterfeit security imaging and window features on metal sheet manufacturing | 3 awards |
| 4 | Sortis Diversified investment firm | $2M | 33 mo ago | Public | Paul Brenneke Founder & Executive Chairman | 2012 | WordPressMySQLMariaDB+28 | — | — |
| 5 | NOAH Provider of home loans | $2M | 101 mo ago | Series A | — | 1990 | SalesforceApache HTTP ServerAmazon Web Services+7 | 7 patents Phase‑change thermal management and heat‑to‑electric energy conversion systems. | — |
| 6 | Prenticeorg Multi-dimensional company focused on hospitality, real estate investment, development, and asset management | $450K | 26 mo ago | Seed | — | 2009 | — | — | — |
| 7 | Sortis Capital Investment & business consulting firm | $425K | 48 mo ago | Series A | Mark Rowell CEO & MD | 2008 | — | — | — |
| 8 | Costal Reality Capital Provider of home loans | $255K | 110 mo ago | Series A | Shawn Lyden Owner | 2011 | — | — | — |
Top 12 Financial Services companies in Portland
#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
Acquired · Portland, Maine · founded 1955 · 84383 employees$41.8Mraised▾
TD Bank is an investment holding company which through its subsidiaries provides financial services. Subsidiaries include TD Asset Management which provides institutional investment management services; TD Auto Finance, which offers new and used vehicle financing; TD Bank, which provides U.S. personal and commercial banking; TD Banknorth and TD Bank TD Canada Trust, which offers Canadian personal and commercial banking; TD Commercial Banking, which offers global commercial banking; TD Insurance Meloche Monnex, which provides insurance products and services; TD Merchant Services, which offers credit card processing services for merchants; TD Securities, which provides investment banking and capital markets services; TD Wealth, which provides wealth management services; MBNA Canada, which offers credit card services; Symcor, which provides transaction processing services; and TD Direct Investing, which is a investing and trading platform. In 2022, the company recorded annual revenues of $56.72B and a net profit of $11.68B.
- Mar 2025Conventional Debt$14M
- Mar 2025Conventional Debt$7M
- Feb 2025Conventional Debt$7M
- Dec 2024Conventional Debt$13.9M
#3
Series A · Portland, Oregon · founded 2012 · 30 employees$15.1Mraised▾
Retailer of rum stores
- Oct 2023Series A$15M
- May 2013Seed$50K
#4
Public · Portland, Oregon · founded 2012 · 24 employees$2.3Mraised▾
Diversified investment firm
- Sep 2023Post IPO$2.2M
- Jun 2022Post IPO$125K
#5
Seed · Portland, Maine · founded 2009$450Kraised▾
Multi-dimensional company focused on hospitality, real estate investment, development, and asset management. They specialize in creating spaces that foster community, enhance the built environment, and provide local businesses space to flourish. As operators of hospitality and real estate assets, they work collaboratively with tenants to design spaces and structure deals that align interests and add value. Their real estate divisions utilize quality design and a long-term, high yielding investment strategy. They focus on supply-chain sustainability, operational and development efficiencies to reduce waste and resource consumption, and adaptive reuse of historic buildings. The hospitality group includes chef-driven concepts, offering unique culinary experiences with locally sourced ingredients. They are involved in neighborhood development, creating spaces for people to live, work, and recreate.
- Apr 2024Seed$450K
#6
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
#7
Series A · Portland, Oregon · founded 1990$2Mraised▾
Provider of home loans
#8
Series A · Portland, Oregon · founded 2008$425Kraised▾
Investment & business consulting firm
- May 2022Series A$125K
- Dec 2016Series A$300K
#9
Series A · Portland, Maine · founded 2011$255Kraised▾
Provider of home loans
- Apr 2017Series A$150K
- Nov 2016Conventional Debt$1.4M
- Dec 2015Conventional Debt$200K
- Sep 2012Seed$30K
#10
Seed · Portland, Oregon · founded 2021—raised▾
Settlement Intelligence is an AI platform that assists personal injury lawyers in increasing settlement offers by providing the necessary information required by insurance companies. They offer different plans tailored to the needs of solo firms, small personal injury firms, and larger personal injury firms. The platform optimizes demand letters for insurance bodily injury software.
- Dec 2023Seed—
#11
Funding Raised · Portland, Maine · founded 1983 · 82 employees—raised▾
Provider of investment management and financial planning services
- Dec 2022Unattributed—
#12
Funding Raised · Portland, Oregon · founded 1964—raised▾
Credit broker
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.