About VergePointe
VergePointe is a Financial Services company based in Lake Oswego (United States). Financial advisory and investment services are provided by VergePointe. It operates on a Professional Services model in Financial Services and Real Estate & Construction sectors. VergePointe offers products and services including Family Office Services, Private Equity Investments, and Real Estate Investments. Its focus areas include Financials, Investment Management, Wealth Management and Private Equity.
Company details
Comprehensive financial advisory services are offered by VergePointe to successful entrepreneurs and high net worth individuals. Expertise is provided in family office services, private equity investments through buyouts and growth equity, and real estate development in the Portland Metro Area. Solutions are tailored to manage complex financial needs across these sectors.
- Headquarters Lake Oswego, United States
- SectorsFinancial ServicesReal Estate & Construction
- Email••••••••
- Phone•••• ••••
- Website vergepointe.com
Products & Services of VergePointe
VergePointe offers a comprehensive portfolio of products and services, including Family Office Services, Private Equity Investments, and Real Estate Investments.
Comprehensive advice is provided for high net worth individuals.
Investments are made in established private companies strategically.
Investments are focused on land and residential building projects.
People of VergePointe
5 people are tracked at VergePointe (3 in leadership, 2 in board & advisors).
| Name | Role | Group |
|---|---|---|
Matthew D. Vance | Managing Director | Leadership |
Scott J. Roberts | Managing Director | Leadership |
Craig J. Olson | Managing Director | Leadership |
Jeff Laviolette | Director | Board & advisors |
Brad M. Parrott | Director | Board & advisors |
Complete people profiles for VergePointe
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as VergePointe (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Frequently Asked Questions about VergePointe
VergePointe is headquartered in Lake Oswego, United States. It is registered at Lake Oswego, Oregon, United States.
Comprehensive financial advisory services are offered by VergePointe to successful entrepreneurs and high net worth individuals. Expertise is provided in family office services, private equity investments through buyouts and growth equity, and real estate development in the Portland Metro Area. Solutions are tailored to manage complex financial needs across these sectors.
VergePointe offers Family Office Services, Private Equity Investments, and Real Estate Investments.