# 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.

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.

🇺🇸 Portland · 30 companies · Updated Nov 13, 2026

| # | Company | Industry | Headquarters | Employees | Founded |
|---|---|---|---|---|---|
| 1 | [The Standard](https://www.tamtam.ai/c/the-standard) (standard.com)<br>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 | 🇺🇸 Portland | 5,068 | 1906 |
| 2 | [Cambia Health Solutions](https://www.tamtam.ai/c/cambia-health-solutions) (cambiahealth.com)<br>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 | 🇺🇸 Portland | 4,543 |  |
| 3 | [Health Insurance Care](https://www.tamtam.ai/c/health-insurance-care) (humana.com)<br>Providing individuals and families with information and access to affordable and quality health insurance coverage under the Affordable Care Act | Insurance | 🇺🇸 Portland | 3,823 |  |
| 4 | [Umpqua Bank](https://www.tamtam.ai/c/umpqua-bank) (columbiabank.com)<br>Announcement of bank's official name change from Umpqua Bank to Columbia Bank, encouraging followers to stay updated on LinkedIn. | Banking | 🇺🇸 Portland | 3,027 | 1953 |
| 5 | [Regence BlueCross BlueShield of Oregon](https://www.tamtam.ai/c/regence-bluecross-blueshield-of-oregon) (regence.com)<br>providing health insurance coverage to over 994,000 Oregonians through workplace and personal plans with a nonprofit focus | Insurance | 🇺🇸 Portland | 1,458 | 1991 |
| 6 | [Moda Health](https://www.tamtam.ai/c/moda-health) (modahealth.com)<br>Providing medical, dental, pharmacy, vision, and Medicare plans with a broad network and community-focused health support in Northwest. | Insurance | 🇺🇸 Portland | 1,118 | 1955 |
| 7 | [OnPoint Community Credit Union](https://www.tamtam.ai/c/onpoint-community-credit-union) (onpointcu.com)<br>A community-owned financial institution offering personalized services, smart value, and direct financial solutions to over 522,000 loyal members for 85 years | Banking | 🇺🇸 Portland | 802 | 1932 |
| 8 | [Providence Health Plan](https://www.tamtam.ai/c/providence-health-plan) (providencehealthplan.com)<br>Mission-driven health insurance provider focusing on high-quality, equitable healthcare and community well-being with personalized care and support. | Insurance | 🇺🇸 Portland | 684 | 1984 |
| 9 | [MEMIC](https://www.tamtam.ai/c/memic) (memic.com)<br>Specialty workers' compensation insurer in Northeast US with national presence, insuring 20,000+ employers and 300,000+ employees, rated “A” by AM Best | Insurance | 🇺🇸 Portland | 544 | 1993 |
| 10 | [Aldrich](https://www.tamtam.ai/c/aldrich) (aldrichadvisors.com)<br>Providing financial, wealth, tax, and business transition strategies for clients across the West Coast for over 50 years | Professional Services | 🇺🇸 Portland | 452 | 1973 |
| 11 | [Premier Mortgage Resources, LLC](https://www.tamtam.ai/c/premier-mortgage-resources-llc) (pmrloans.com)<br>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 | 🇺🇸 Portland | 392 | 2005 |
| 12 | [Northeast Bank](https://www.tamtam.ai/c/northeast-bank) (northeastbank.com)<br>Experienced lender providing personal banking and national lending services, specializing in commercial loans and striving to make a positive impact in local communities | Banking | 🇺🇸 Portland | 366 | 1872 |
| 13 | [Agriculture Capital](https://www.tamtam.ai/c/agriculture-capital) (agriculturecapital.com)<br>Agriculture Capital invests in sustainable food infrastructure to deliver better food, improve ecosystem health, and increase fund value through future-oriented agriculture | Investment Management | 🇺🇸 Portland | 342 | 2016 |
| 14 | [M Financial Group](https://www.tamtam.ai/c/m-financial-group) (mfin.com)<br>A leading financial services design and distribution company with a network of independent firms serving ultra-affluent individuals and Fortune 1000 companies | Financial Services | 🇺🇸 Portland | 260 | 1978 |
| 15 | [Stone Coast Fund Services](https://www.tamtam.ai/c/stone-coast-fund-services) (stone-coast.com)<br>Professional services firm in Maine and Cayman Islands providing independent fund administration services to onshore and offshore hedge funds globally | Financial Services | 🇺🇸 Portland | 234 | 2006 |
| 16 | [Campbell Global](https://www.tamtam.ai/c/campbell-global) (campbellglobal.com)<br>Experienced firm specializing in sustainable timberland acquisition and management, delivering superior investment performance with expert service and integrity. | Investment Management | 🇺🇸 Portland | 182 | 1981 |
| 17 | [RVK, Inc.](https://www.tamtam.ai/c/rvk-inc) (rvkinc.com)<br>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 | 🇺🇸 Portland | 143 | 1985 |
| 18 | [Northrup Corporation](https://www.tamtam.ai/c/northrup-corporation) (northrupcorporation.com)<br>An insurance company with highly experienced agents offering personalized service to clients, serving globally with a focus on risk management | Insurance | 🇺🇸 Portland | 78 | 1993 |
| 19 | [R.M. Davis](https://www.tamtam.ai/c/r-m-davis) (rmdavis.com)<br>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 | 🇺🇸 Portland | 74 | 1978 |
| 20 | [Equilibrium Capital](https://www.tamtam.ai/c/equilibrium-capital) (eq-cap.com)<br>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 | 🇺🇸 Portland | 70 | 2008 |
| 21 | [Elliott, Powell, Baden & Baker Inc.](https://www.tamtam.ai/c/elliott-powell-baden-and-baker-inc) (epbb.com)<br>A company with over 70 years of experience providing insurance sales & service, dedicated to customer protection with personalized, world-class service | Insurance | 🇺🇸 Portland | 62 |  |
| 22 | [Aspen Capital](https://www.tamtam.ai/c/aspen-capital) (aspencapital.com)<br>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 | 🇺🇸 Portland | 49 | 1994 |
| 23 | [Vista Capital Partners](https://www.tamtam.ai/c/vista-capital-partners) (vistacp.com)<br>This company provides thoughtful financial planning and portfolio construction to help clients achieve their financial goals without leaving things to chance | Investment Management | 🇺🇸 Portland | 44 | 2001 |
| 24 | [Pension Consulting Alliance, LLC](https://www.tamtam.ai/c/pension-consulting-alliance-llc) (pensionconsulting.com)<br>Independent investment consulting firm providing tailored advice to sophisticated institutional investors, with a focus on problem-solving and client advocacy | Investment Management | 🇺🇸 Portland | 43 | 1988 |
| 25 | [Fournier Group](https://www.tamtam.ai/c/fournier-group) (fourniergroup.net)<br>Dynamic independent insurance agency providing optimal risk management solutions nationwide Making a difference through innovation, education, hard work, and top-quality service | Insurance | 🇺🇸 Portland | 36 |  |
| 26 | [Variant Investments](https://www.tamtam.ai/c/variant-investments) (funds.variantinvestments.com)<br>Variant Investments provides investors with access to unconventional income-generating assets through disciplined management of alternative income and impact funds | Financial Services | 🇺🇸 Portland | 33 | 2017 |
| 27 | [Wells Fargo Bank, N.A. - Customer Service](https://www.tamtam.ai/c/wells-fargo-bank-n-a-customer-service)<br>A financial services company in Portland, Oregon providing customer service and banking solutions to individuals and businesses | Financial Services | 🇺🇸 Portland | 25 |  |
| 28 | [Golsan Scruggs](https://www.tamtam.ai/c/golsan-scruggs) (golsanscruggs.com)<br>A specialized risk management consultant and corporate insurance brokerage firm offering Enterprise Risk Management services to commercial clients nationwide | Insurance | 🇺🇸 Portland | 23 | 2001 |
| 29 | [Phillips and Company Wealth Strategies](https://www.tamtam.ai/c/phillips-and-company-wealth-strategies) (phillipsandco.com)<br>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 | 🇺🇸 Portland | 22 | 1992 |
| 30 | [Hyas Group, LLC](https://www.tamtam.ai/c/hyas-group-llc) (hyasgroup.com)<br>Investment consulting practice specializing in institutional clients' retirement plans & assets, offering expertise, fiduciary duty, and proactive services A business of Morgan Stanley | Financial Services | 🇺🇸 Portland | 18 | 2008 |

## 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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## The same list elsewhere in United States

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Source: https://www.tamtam.ai/l/financial-services-firms-portland