About Cairn Investment Group
Cairn Investment Group is a Financial Services company based in Portland (United States) founded in 2007. It provides personalized portfolio management and advisory for individual financial goals. It operates on a B2C model. Cairn Investment Group offers products and services including Portfolio Management and Advisory Services. Its focus areas include FinTech, Investment Tech, Financial Advisory and Individual Wealth Building. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Cairn Investment Group is a fee-only Registered Investment Advisor that manages client portfolios based on personal needs, such as retirement or wealth building. Operating from Vancouver, Washington, with offices in Portland, Oregon; San Jose, California; and Hilton Head, South Carolina, they tailor services to help clients navigate life changes. Their approach emphasizes dedicated, independent financial guidance for individuals seeking long-term investment support.
- Headquarters Portland, United States
- SectorsFinancial Services
- Website cairninvestment.com
Products & Services of Cairn Investment Group
Cairn Investment Group offers a comprehensive portfolio of products and services, including Portfolio Management and Advisory Services.
Service for managing personalized investment portfolios based on client goals.
Guidance on financial journeys for individuals building or preserving wealth.
Competitors of Cairn Investment Group
Cairn Investment Group has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Cairn Investment Group
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Cairn Investment Group
The website of Cairn Investment Group (cairninvestment.com) receives about 2.1K visits a month.
- Monthly visits2.1K
▲ 51.8% vs previous month
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Cairn Investment Group (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Cairn Investment Group
Complete news archive for Cairn Investment Group
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Cairn Investment Group
Cairn Investment Group was founded in 2007.
Cairn Investment Group is headquartered in Portland, United States. It is registered at Portland, Oregon, United States.
Cairn Investment Group is a fee-only Registered Investment Advisor that manages client portfolios based on personal needs, such as retirement or wealth building. Operating from Vancouver, Washington, with offices in Portland, Oregon; San Jose, California; and Hilton Head, South Carolina, they tailor services to help clients navigate life changes. Their approach emphasizes dedicated, independent financial guidance for individuals seeking long-term investment support.
Cairn Investment Group's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Cairn Investment Group offers Portfolio Management and Advisory Services.