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30 leading financial services firms in Portland

Tamtam tracks 37 financial services firms headquartered in Portland. This list ranks the 30 largest by number of employees on LinkedIn, led by The Standard, Cambia Health Solutions and Health Insurance Care. Their median headcount is 234. Half of them were founded in 1991 or later.

๐Ÿ‡บ๐Ÿ‡ธ Portland30 companiesUpdated Nov 13, 2026

The financial services sector in Portland is characterized by a mix of insurance providers, banks, and investment firms. Companies like The Standard offer workplace benefits and retirement plans, while Cambia Health Solutions focuses on health plans and healthcare solutions. Regence BlueCross BlueShield of Oregon provides health insurance coverage, and Umpqua Bank (now Columbia Bank) is a banking institution. MEMIC specializes in workers' compensation insurance.

Most of these firms are well-established, with several founded in the mid-20th century or earlier, such as The Standard (1906) and Northeast Bank (1872). A notable pattern is the strong presence of health-related financial services, including health insurance and wellness companies, reflecting a focus on health and well-being within the financial sector in Portland.

#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 ๐Ÿ‡บ๐Ÿ‡ธ Portland 5,068 1906
2
Cambia Health Solutionscambiahealth.com

Health plans, technology, and investments delivering accessible, affordable, and understandable healthcare solutions focused on improving people's health and well-being nationwide.

Wellness and Fitness Services ๐Ÿ‡บ๐Ÿ‡ธ Portland 4,543 n/a
3
Health Insurance Carehumana.com

Providing individuals and families with information and access to affordable and quality health insurance coverage under the Affordable Care Act

Insurance ๐Ÿ‡บ๐Ÿ‡ธ Portland 3,823 n/a
4
Umpqua Bankcolumbiabank.com

Announcement of bank's official name change from Umpqua Bank to Columbia Bank, encouraging followers to stay updated on LinkedIn.

Banking ๐Ÿ‡บ๐Ÿ‡ธ Portland 3,027 1953
5
Regence BlueCross BlueShield of Oregonregence.com

providing health insurance coverage to over 994,000 Oregonians through workplace and personal plans with a nonprofit focus

Insurance ๐Ÿ‡บ๐Ÿ‡ธ Portland 1,458 1991
6
Moda Healthmodahealth.com

Providing medical, dental, pharmacy, vision, and Medicare plans with a broad network and community-focused health support in Northwest.

Insurance ๐Ÿ‡บ๐Ÿ‡ธ Portland 1,118 1955
7
OnPoint Community Credit Uniononpointcu.com

A community-owned financial institution offering personalized services, smart value, and direct financial solutions to over 522,000 loyal members for 85 years

Banking ๐Ÿ‡บ๐Ÿ‡ธ Portland 802 1932
8
Providence Health Planprovidencehealthplan.com

Mission-driven health insurance provider focusing on high-quality, equitable healthcare and community well-being with personalized care and support.

Insurance ๐Ÿ‡บ๐Ÿ‡ธ Portland 684 1984
9
MEMICmemic.com

Specialty workers' compensation insurer in Northeast US with national presence, insuring 20,000+ employers and 300,000+ employees, rated โ€œAโ€ by AM Best

Insurance ๐Ÿ‡บ๐Ÿ‡ธ Portland 544 1993
10
Aldrichaldrichadvisors.com

Providing financial, wealth, tax, and business transition strategies for clients across the West Coast for over 50 years

Professional Services ๐Ÿ‡บ๐Ÿ‡ธ Portland 452 1973
11
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 ๐Ÿ‡บ๐Ÿ‡ธ Portland 392 2005
12
Northeast Banknortheastbank.com

Experienced lender providing personal banking and national lending services, specializing in commercial loans and striving to make a positive impact in local communities

Banking ๐Ÿ‡บ๐Ÿ‡ธ Portland 366 1872
13
Agriculture Capitalagriculturecapital.com

Agriculture Capital invests in sustainable food infrastructure to deliver better food, improve ecosystem health, and increase fund value through future-oriented agriculture

Investment Management ๐Ÿ‡บ๐Ÿ‡ธ Portland 342 2016
14
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 ๐Ÿ‡บ๐Ÿ‡ธ Portland 260 1978
15
Stone Coast Fund Servicesstone-coast.com

Professional services firm in Maine and Cayman Islands providing independent fund administration services to onshore and offshore hedge funds globally

Financial Services ๐Ÿ‡บ๐Ÿ‡ธ Portland 234 2006

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16
Campbell Globalcampbellglobal.com

Experienced firm specializing in sustainable timberland acquisition and management, delivering superior investment performance with expert service and integrity.

Investment Management ๐Ÿ‡บ๐Ÿ‡ธ Portland 182 1981
17
RVK, Inc.rvkinc.com

A national firm headquartered in Portland, providing unbiased general investing consulting services to institutional clients with regional offices in Boise, Chicago, and New York

Investment Management ๐Ÿ‡บ๐Ÿ‡ธ Portland 143 1985
18
Northrup Corporationnorthrupcorporation.com

An insurance company with highly experienced agents offering personalized service to clients, serving globally with a focus on risk management

Insurance ๐Ÿ‡บ๐Ÿ‡ธ Portland 78 1993
19
R.M. Davisrmdavis.com

Wealth management firm providing enduring legacy-building solutions with $4 billion in assets under management, specializing in investment, trust, estate, and financial services

Financial Services ๐Ÿ‡บ๐Ÿ‡ธ Portland 74 1978
20
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 ๐Ÿ‡บ๐Ÿ‡ธ Portland 70 2008
21
Elliott, Powell, Baden & Baker Inc.epbb.com

A company with over 70 years of experience providing insurance sales & service, dedicated to customer protection with personalized, world-class service

Insurance ๐Ÿ‡บ๐Ÿ‡ธ Portland 62 n/a
22
Aspen Capitalaspencapital.com

A private equity firm leveraging data and technology in Portland and New York to drive growth, execute deals, and provide various financial services

Venture Capital and Private Equity Principals ๐Ÿ‡บ๐Ÿ‡ธ Portland 49 1994
23
Vista Capital Partnersvistacp.com

This company provides thoughtful financial planning and portfolio construction to help clients achieve their financial goals without leaving things to chance

Investment Management ๐Ÿ‡บ๐Ÿ‡ธ Portland 44 2001
24
Pension Consulting Alliance, LLCpensionconsulting.com

Independent investment consulting firm providing tailored advice to sophisticated institutional investors, with a focus on problem-solving and client advocacy

Investment Management ๐Ÿ‡บ๐Ÿ‡ธ Portland 43 1988
25
Fournier Groupfourniergroup.net

Dynamic independent insurance agency providing optimal risk management solutions nationwide Making a difference through innovation, education, hard work, and top-quality service

Insurance ๐Ÿ‡บ๐Ÿ‡ธ Portland 36 n/a
26
Variant Investmentsfunds.variantinvestments.com

Variant Investments provides investors with access to unconventional income-generating assets through disciplined management of alternative income and impact funds

Financial Services ๐Ÿ‡บ๐Ÿ‡ธ Portland 33 2017
27
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 ๐Ÿ‡บ๐Ÿ‡ธ Portland 25 n/a
28
Golsan Scruggsgolsanscruggs.com

A specialized risk management consultant and corporate insurance brokerage firm offering Enterprise Risk Management services to commercial clients nationwide

Insurance ๐Ÿ‡บ๐Ÿ‡ธ Portland 23 2001
29
Phillips and Company Wealth Strategiesphillipsandco.com

Independent investment advisory firm founded by Tim Phillips, serving over 5,000 clients nationwide with recommended and monitored investment strategies based on collective experience

Financial Services ๐Ÿ‡บ๐Ÿ‡ธ Portland 22 1992
30
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 ๐Ÿ‡บ๐Ÿ‡ธ Portland 18 2008

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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 Nov 13, 2026.

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