Top Financial services Wealth Management Companies

Discover Wealth Management companies serving the Financial services industry. Compare services, pricing, and capabilities to find the right partner on Edverise.

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Top Financial services Wealth Management Companies

  1. Delap logo
    DelapProfile set up by Edverise AI
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    Delap is a comprehensive CPA and financial services firm located in the Portland metro area. For over 90 years, we have supported privately held and mid-sized businesses, entrepreneurs, and affluent families in gaining confidence and clarity in handling complex financial and business choices. What s


    Highlights

    $25,000+

    Min Project Size

    $150+/hr

    Avg Hourly Rate

    50-249

    Employees

    Lake Oswego, Oregon, Us

    Services Provided+1 Services
    50% Managed IT Services
    18% Accounting Services
    14% Tax Consulting
    10% Business Consulting Services
    AI Summary

    Delap is a Portland-based CPA and financial services firm offering tax, advisory, assurance, wealth management, and IT services, serving diverse industries with integrated expertise and client-focused solutions.

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