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26 leading Financial Services companies in Oregon

Tamtam tracks 26 Financial Services companies headquartered in Oregon. This list ranks all of them by number of employees on LinkedIn, led by The Standard, First Tech Federal Credit Union and Hawes Group. Their median headcount is 186. Half of them were founded in 1998 or later. The most common headquarters are Portland (7), Lake Oswego (5) and Beaverton (4).

馃嚭馃嚫 Oregon26 companiesUpdated Oct 24, 2026
#CompanyIndustryHeadquarters EmployeesFounded
1
The Standardstandard.com

Provides workplace benefits including various insurance types, retirement plans, and absence management services to help people achieve financial well-being and peace of mind.

Financial Services 馃嚭馃嚫 Portland 5,068 1906
2
First Tech Federal Credit Unionfirsttechfed.com

Credit union serving over 700,000 members, including employees of major companies, providing financial services focused on member benefits.

Financial Services 馃嚭馃嚫 Hillsboro 1,751 1952
3
Hawes Grouphawesgroup.ai

A family of companies offering services in collections, accounts receivables, business management, technology, finance, and marketing to help businesses succeed

Financial Services 馃嚭馃嚫 Springfield 840 2006
4
DMAdmacorporation.com

DMA provides financial institutions with software and solutions to enhance profit, mitigate risk, and increase market share through detailed analysis and industry expertise

Financial Services 馃嚭馃嚫 Beaverton 600 1996
5
Concora Creditabout.concoracredit.com

A leading provider of non-prime consumer financing solutions with advanced technologies, offering credit card programs for those typically turned down by prime lenders

Financial Services 馃嚭馃嚫 Beaverton 587 2001
6
Rogue Credit Unionroguecu.org

A financial cooperative in Oregon and Western Idaho, offering full-service banking while focusing on giving back to members and communities

Financial Services 馃嚭馃嚫 Medford 460 1956
7
Premier Mortgage Resources, LLCpmrloans.com

Provider of a wide array of home loan products and investment tools tailored to meet individual financial needs with a focus on quality service and attention to detail

Financial Services 馃嚭馃嚫 Portland 392 2005
8
Vestavesta.io

End-to-end transaction guarantee platform using machine learning and 25 years of data to eliminate digital fraud and increase sales

Financial Services 馃嚭馃嚫 Lake Oswego 373 1995
9
Quiktrak, LLCquiktrak.com

A global leader in inspection and verification services for the finance industry, offering floorplan auditing solutions and general inspection services worldwide

Financial Services 馃嚭馃嚫 Beaverton 323 1991
10
M Financial Groupmfin.com

A leading financial services design and distribution company with a network of independent firms serving ultra-affluent individuals and Fortune 1000 companies

Financial Services 馃嚭馃嚫 Portland 260 1978
11
Kingsview Partnerskingsview.com

A fee-based wealth management partnership offering financial planning, portfolio management, and investment services with a focus on long-term client satisfaction and personalized attention

Financial Services 馃嚭馃嚫 Grants Pass 253 2014
12
TTRavalara.com

This company specializes in sales, use, and transaction tax research, providing accurate tax laws, rates, and software solutions for businesses and governments

Financial Services 馃嚭馃嚫 Mcminnville 249 n/a
13
Directors Mortgagedirectorsmortgage.com

Residential mortgage specialists offering personalized loan options in the Northwest, focusing on customer service, community involvement, and local decision-making

Financial Services 馃嚭馃嚫 Lake Oswego 186 1998
14
Central Willamette Credit Unioncentralwcu.org

A member-owned financial cooperative founded in 1955, committed to helping people with ethical, compassionate, and community-focused financial services

Financial Services 馃嚭馃嚫 Albany 170 1955
15
PacRes Mortgagegomortgage.com

PacRes Mortgage prioritizes people over profit with a focus on building strong relationships, advancing careers, promoting work-life balance, and earning trust

Financial Services 馃嚭馃嚫 Beaverton 160 2004
16
Equilibrium Capitaleq-cap.com

Innovating and managing sustainability-driven real asset investment strategies in three sectors, with a focus on sustainable agriculture, controlled environment agriculture, and carbon transition infrastructure

Financial Services 馃嚭馃嚫 Portland 70 2008
17
Aldrich Wealthwealthadvisors.com

We provide comprehensive wealth management services to high-net-worth individuals and corporate retirement plans to protect and grow financial assets

Financial Services 馃嚭馃嚫 Lake Oswego 45 1998
18
Wells Fargo Bank, N.A. - Customer Service

A financial services company in Portland, Oregon providing customer service and banking solutions to individuals and businesses

Financial Services 馃嚭馃嚫 Portland 25 n/a
19
Oregon Pacific Financial Advisorsopfa.com

Providing personalized financial services for individuals and businesses, helping clients make informed decisions through exceptional value-added services

Financial Services 馃嚭馃嚫 Medford 19 1995
20
Hyas Group, LLChyasgroup.com

Investment consulting practice specializing in institutional clients' retirement plans & assets, offering expertise, fiduciary duty, and proactive services A business of Morgan Stanley

Financial Services 馃嚭馃嚫 Portland 18 2008
21
Steward Partners Investment Solutions, LLCstewardpartnersis.com

A full-service independent investment firm offering wealth management, asset management, private banking, institutional consulting, and international advisory services across the country

Financial Services 馃嚭馃嚫 Lake Oswego 16 1928
22
Sapient Private Wealth Managementsapientpwm.com

Wealth management firm focused on designing plans, reducing portfolio volatility, and pushing boundaries to achieve client financial goals confidently

Financial Services 馃嚭馃嚫 Eugene 15 2010
23
Mjh Investmentsmjhgroup.com

A private investment and management consulting firm offering services in direct investment and consulting, specializing in private investments

Financial Services 馃嚭馃嚫 Salem 13 n/a
24
Financial Investment Teamfi-team.com

A financial services business specializing in direct asset management, offering comprehensive financial planning and responsible investment decisions to clients

Financial Services 馃嚭馃嚫 Portland 12 2000
25
Tallus Capital Managementtalluscap.com

Wealth management firm offering financial services to high net worth individuals, families, businesses, and foundations with a focus on managing portfolio risk

Financial Services 馃嚭馃嚫 Oregon City 11 2012
26
Falcon 5 Capitalfalcon5.capital

An innovative investment firm focusing on technology-driven ventures with a strong emphasis on societal impact and future possibilities

Financial Services 馃嚭馃嚫 Lake Oswego 5 2023

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How this list is built

Every company on this list has a Tamtam company profile. The industry is the one the company gives on LinkedIn; categories such as SaaS or fintech are classified by Tamtam's AI from the company's website and LinkedIn page; and the headquarters city must match the company's own address. Companies are ranked by the number of employees on LinkedIn, and the list is refreshed every night. Classifications can be wrong, so treat the list as a starting point rather than an official ranking. Last updated Oct 24, 2026.

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