Insights

Wealth Management Target VergePointe for high-value advisory and family office services expansion, highlighting comprehensive wealth management, tax strategy, and business advisory to cross-sell private equity and real estate investments aligned with their client base.

Private Equity Synergy Position as a partner for private equity transactions, offering deal sourcing, due diligence, and portfolio company value-creation capabilities that complement VergePointe's existing investment activities and network.

Real Estate Collaboration Leverage VergePointe's Portland Metro real estate focus to propose joint ventures, land development partnerships, or co-investment opportunities, expanding their residential and development footprints.

Tech Enablement Identify opportunities to enhance client experience and operational efficiency with modern fintech and wealth-tech solutions compatible with their current tech stack to improve reporting, analytics, and compliance.

Growth Footprint Given revenue in the mid single-digit to mid double-digit millions and a lean team, offer scalable B2B services such as outsourced CFO, compliance, and fundraising support to accelerate growth while managing risk.

VergePointe Tech Stack

VergePointe uses 8 technology products and services including Open Graph, Twemoji, Backbone.js, and more. Explore VergePointe's tech stack below.

  • Open Graph
    Content Management System
  • Twemoji
    Font Scripts
  • Backbone.js
    Javascript Frameworks
  • jQuery Migrate
    Javascript Libraries
  • Google Maps
    Maps
  • Really Simple Discovery
    Miscellaneous
  • PHP
    Programming Languages
  • Yoast SEO
    Search Engines

VergePointe's Email Address Formats

VergePointe uses at least 1 format(s):
VergePointe Email FormatsExamplePercentage
FirstL@vergepointe.comJohnD@vergepointe.com
92%
FLast@vergepointe.comJDoe@vergepointe.com
8%

Frequently Asked Questions

What is VergePointe's phone number?

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You can contact VergePointe's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is VergePointe's official website and social media links?

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VergePointe's official website is vergepointe.com and has social profiles on LinkedIn.

How much revenue does VergePointe generate?

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As of July 2026, VergePointe's annual revenue is estimated to be $10M - $25M.

What is VergePointe's NAICS code?

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VergePointe's NAICS code is 52391 - Miscellaneous Intermediation.

How many employees does VergePointe have currently?

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As of July 2026, VergePointe has approximately 10 employees across 1 continents, including North America. Key team members include Managing Director/Co-Founder: C. O.Managing Director: S. R.Founding Member, Managing Director: B. M. P.. Explore VergePointe's employee directory with LeadIQ.

What industry does VergePointe belong to?

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VergePointe operates in the Venture Capital and Private Equity Principals industry.

What technology does VergePointe use?

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VergePointe's tech stack includes Open GraphTwemojiBackbone.jsjQuery MigrateGoogle MapsReally Simple DiscoveryPHPYoast SEO.

What is VergePointe's email format?

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VergePointe's email format typically follows the pattern of FirstL@vergepointe.com. Find more VergePointe email formats with LeadIQ.

When was VergePointe founded?

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VergePointe was founded in 1985.
VergePointe logo

VergePointe

Venture Capital and Private Equity PrincipalsOregon, United States2-10 Employees

VergePointe is a consulting firm operating in the venture capital and private equity sphere, focused on helping successful entrepreneurs and wealthy families manage their overall net worth. The team emphasizes expertise in complex financial areas common to entrepreneurs, real estate investors, and high-net-worth individuals, offering services across three areas: family office, private equity, and real estate. Based in Lake Oswego, Oregon, the firm positions itself as practitioners who have both advisory experience and firsthand investment background in businesses and real estate, aiming to understand client concerns from an owner’s perspective. The company serves clients seeking comprehensive wealth management, strategic business and tax guidance, as well as opportunities in private company buyouts, recapitalizations, growth equity, and Portland Metro area real estate development and residential building. VergePointe identifies its role within the market as providing integrated, hands-on financial guidance tailored to affluent clients through its multi-disciplinary approach.

Section iconCompany Overview

Phone number
NAICS Code
52391 - Miscellaneous Intermediation
Founded
1985
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    VergePointe's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    VergePointe's revenue is estimated to be in the range of $10M - $25M

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