Insights

Growth through expansion Weaver's nationwide expansion and strategic acquisition signal opportunities to cross-sell valuation and advisory services to a broader client base, including tech and private equity-backed firms, leveraging integrated analytics and SaaS capabilities from the Mass Ingenuity purchase.

Cross-sell transactions With core offerings in business valuation, financial advisory, and litigation support, plus recent hires in audit and tax practice, there are strong sales angles to offer bundled services for M&A due diligence, litigation support, tax optimization, and regulatory compliance to mid-market clients.

Tech-enabled advisory The tech stack shows capabilities in data analytics and compliance tooling; position Weaver to deliver data-driven valuation, risk assessment, and ongoing compliance services for regulated industries using Azure Synapse, Drata, and related tools.

Real estate synergy Partnerships and deals around lease transactions and office expansions hint at potential cross-sell of real estate advisory, lease due diligence, and related valuation to corporate tenants and landlords amid growth and relocation.

Broad market reach Despite a small team, Weaver serves small closely held firms to large publicly traded entities nationwide, providing opportunities to target diverse segments with tailored messaging for valuation, tax and audit services, and litigation support, leveraging flexibility to scale with new offices.

Columbia Financial Advisors, Inc. Tech Stack

Columbia Financial Advisors, Inc. uses 8 technology products and services including CCH Axcess, Azure Synapse Analytics, TOGAF, and more. Explore Columbia Financial Advisors, Inc.'s tech stack below.

  • CCH Axcess
    Accounting
  • Azure Synapse Analytics
    Big Data Processing
  • TOGAF
    Business Process Management
  • MySQL
    Database
  • Module Federation
    Development
  • GoFileRoom
    Document Management Systems
  • Razorpay
    Payment Processing
  • Drata
    Risk And Compliance

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

Where is Columbia Financial Advisors, Inc.'s headquarters located?

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Columbia Financial Advisors, Inc.'s main headquarters is located at 520 Southwest 6th Avenue Suite 820 Portland, Oregon 97204 United States. The company has employees across 1 continents, including North America.

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.

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 June 2026, Columbia Financial Advisors, Inc. has approximately 5 employees across 1 continents, including North America. Key team members include Founding Shareholder: D. J. W.GateKeeper, Admin Asst.: P. E. R.. 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 CCH AxcessAzure Synapse AnalyticsTOGAFMySQLModule FederationGoFileRoomRazorpayDrata.

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.

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

Headquarters
520 Southwest 6th Avenue Suite 820 Portland, Oregon 97204 United States
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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