Insights

Strategic Expansion Weaver’s ongoing growth, acquisitions, and new offices present recurring opportunities for business valuation, financial advisory services, and litigation support across expanding footprints and in related markets.

Financial Health With reported revenue in the 1 to 10 million range and a client base spanning small to large private and public firms, there is potential to offer scalable valuation, advisory, and optimization services to mid-market companies undergoing growth or restructuring.

Talent Growth Recent hires in partnership roles across audit, tax, and Denver expansion indicate a focus on depth of expertise; this creates opportunities to present succession planning, valuation for ownership changes, and financial due diligence services to supported clients.

Tech Enablement Weaver’s tech stack and data-focused approach suggest value in integrating robust valuation tooling, data analytics, and secure processing services to enhance accuracy, efficiency, and compliance for client engagements.

Cross-Sell Potential As Weaver expands nationally and adds service lines, there is strong potential to cross-sell complementary services such as litigation support, corporate finance, and strategic advisory to existing clients and targets in the private and publicly traded arenas.

Columbia Financial Advisors, Inc. Tech Stack

Columbia Financial Advisors, Inc. uses 8 technology products and services including SurePrep, Windows PE, Power BI, and more. Explore Columbia Financial Advisors, Inc.'s tech stack below.

  • SurePrep
    Accounting
  • Windows PE
    Backup And Recovery
  • Power BI
    Business Intelligence
  • CSA Cloud Controls Matrix
    Data Security
  • Webpack
    Development
  • Module Federation
    Development
  • UNIX
    Operating Systems
  • Adobe Acrobat DC
    Rich Text Editors

Columbia Financial Advisors, Inc.'s Email Address Formats

Columbia Financial Advisors, Inc. uses at least 2 format(s):
Columbia Financial Advisors, Inc. Email FormatsExamplePercentage
FLast@cfai.comJDoe@cfai.com
63%
FMLast@cfai.comJMDoe@cfai.com
25%
Last@cfai.comDoe@cfai.com
12%
First.Last@weaver.comJohn.Doe@weaver.com
94%
First.L@weaver.comJohn.D@weaver.com
4%
First@weaver.comJohn@weaver.com
1%
Last.First@weaver.comDoe.John@weaver.com
1%

Frequently Asked Questions

What is Columbia Financial Advisors, Inc.'s phone number?

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You can contact Columbia Financial Advisors, Inc.'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 Columbia Financial Advisors, Inc.'s official website and social media links?

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Columbia Financial Advisors, Inc.'s official website is weaver.com and has social profiles on LinkedIn.

How much revenue does Columbia Financial Advisors, Inc. generate?

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As of July 2026, Columbia Financial Advisors, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Columbia Financial Advisors, Inc.'s NAICS code?

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Columbia Financial Advisors, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Columbia Financial Advisors, Inc. have currently?

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As of July 2026, Columbia Financial Advisors, Inc. has approximately 5 employees across 1 continents, including North America. Key team members include Senior Associate: R. R. A. M.. Explore Columbia Financial Advisors, Inc.'s employee directory with LeadIQ.

What industry does Columbia Financial Advisors, Inc. belong to?

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Columbia Financial Advisors, Inc. operates in the Financial Services industry.

What technology does Columbia Financial Advisors, Inc. use?

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Columbia Financial Advisors, Inc.'s tech stack includes SurePrepWindows PEPower BICSA Cloud Controls MatrixWebpackModule FederationUNIXAdobe Acrobat DC.

What is Columbia Financial Advisors, Inc.'s email format?

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Columbia Financial Advisors, Inc.'s email format typically follows the pattern of FLast@cfai.com. Find more Columbia Financial Advisors, Inc. email formats with LeadIQ.

When was Columbia Financial Advisors, Inc. founded?

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Columbia Financial Advisors, Inc. was founded in 1992.
Columbia Financial Advisors, Inc. logo

Columbia Financial Advisors, Inc.

Financial ServicesOregon, United States2-10 Employees

Columbia Financial Advisors, Inc., now operating under the Weaver name, provides business valuation, financial advisory, and litigation-support services. Its client base ranges from small, closely held firms to large privately held and publicly traded companies across the country. The firm emphasizes rigorous analyses intended to support critical business decisions. Based in Portland, Oregon, the organization maintains a lean professional team. Recent developments include Weaver's April 2026 acquisition of Mass Ingenuity, a Portland-based software-as-a-service company.

Section iconCompany Overview

Phone number
Website
weaver.com
NAICS Code
52 - Finance and Insurance
Founded
1992
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Columbia Financial Advisors, Inc.'s revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Columbia Financial Advisors, Inc.'s revenue is estimated to be in the range of $1M - $10M

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