Insights

Independent Advisor Independent, SEC-registered investment advisory with a sizeable nationwide client base presents an opportunity to introduce advanced wealth management tools, back-office automation, and scalable client onboarding solutions tailored for mid-sized firms.

Tech Stack Fit Adoption of AI and modern web technologies indicates openness to digital transformation; offer AI-assisted analytics, portfolio workflow optimization, and secure data integrations to further enhance efficiency.

Wealthbox Partnership Recent move to Wealthbox Enterprise and AI Notetaker signals readiness to upgrade CRM, collaboration, and knowledge management; propose expanded CRM integrations, training services, and compliance-ready workflow enhancements.

Growth Potential Revenue range and client scale combined with Oregon prominence suggest cross-state expansion opportunities; pitch regional marketing services, succession planning tools, and scalable portfolio monitoring platforms for growth.

Talent and Coverage Team of around 20 professionals implies need for operational efficiency and client experience improvements; offer practice management consulting, client experience platforms, and performance analytics to elevate service delivery.

Similar companies to Phillips and Company Wealth Strategies

Phillips and Company Wealth Strategies Tech Stack

Phillips and Company Wealth Strategies uses 8 technology products and services including DoubleClick Floodlight, cdnjs, OpenAI, and more. Explore Phillips and Company Wealth Strategies's tech stack below.

DoubleClick Floodlight
Advertising
cdnjs
Content Delivery Network
OpenAI
Generative Ai
Flickity
Javascript Libraries
imagesLoaded
Javascript Libraries
TypeScript
Programming Languages
HSTS
Security
Gravity Forms
Web Platform Extensions

Media & News

Wealthbox Enterprise signs new client Phillips & Company.
Wealthbox is excited to announce that Phillips & Company Advisors, a Portland-based independent investment advisory firm, has selected Wealthbox Enterprise and the Wealthbox AI Notetaker for its team of 20 financial professionals.
Nov 13, 2025 | www.wealthbox.com

Phillips and Company Wealth Strategies's Email Address Formats

Phillips and Company Wealth Strategies uses at least 1 format(s):

Phillips and Company Wealth Strategies Email Formats	Example	Percentage
FLast@phillipsandco.com	JDoe@phillipsandco.com	79%
Last@phillipsandco.com	Doe@phillipsandco.com	11%
First_Last@phillipsandco.com	John_Doe@phillipsandco.com	10%

Frequently Asked Questions

What is Phillips and Company Wealth Strategies's phone number?

You can contact Phillips and Company Wealth Strategies's main corporate office by phone at

+1-503-224-****

. 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 Phillips and Company Wealth Strategies's official website and social media links?

Phillips and Company Wealth Strategies's official website is phillipsandco.com and has social profiles on LinkedIn.

How much revenue does Phillips and Company Wealth Strategies generate?

As of July 2026, Phillips and Company Wealth Strategies's annual revenue is estimated to be $10M - $25M.

What is Phillips and Company Wealth Strategies's NAICS code?

Phillips and Company Wealth Strategies's NAICS code is 52 - Finance and Insurance.

How many employees does Phillips and Company Wealth Strategies have currently?

As of July 2026, Phillips and Company Wealth Strategies has approximately 22 employees across 1 continents, including North America. Key team members include Senior Investment Analyst: C. P.Senior Member: M. M.Investment Analyst: J. M.. Explore Phillips and Company Wealth Strategies's employee directory with LeadIQ.

What industry does Phillips and Company Wealth Strategies belong to?

Phillips and Company Wealth Strategies operates in the Financial Services industry.

What technology does Phillips and Company Wealth Strategies use?

Phillips and Company Wealth Strategies's tech stack includes DoubleClick FloodlightcdnjsOpenAIFlickityimagesLoadedTypeScriptHSTSGravity Forms.

What is Phillips and Company Wealth Strategies's email format?

Phillips and Company Wealth Strategies's email format typically follows the pattern of FLast@phillipsandco.com. Find more Phillips and Company Wealth Strategies email formats with LeadIQ.

When was Phillips and Company Wealth Strategies founded?

Phillips and Company Wealth Strategies was founded in 1992.

Phillips and Company Wealth Strategies

Q: What is Phillips and Company Wealth Strategies's NAICS code?

Phillips and Company Wealth Strategies's NAICS code is 52 (Finance and Insurance).

Financial ServicesOregon, United States11-50 Employees

Phillips & Company Wealth Strategies operates as an independent, SEC-registered investment advisory firm. Founded by Tim Phillips and based in Portland, Oregon, it serves clients across the United States. It is described as one of the largest investment firms in Oregon.

The firm leverages its collective experience to recommend and monitor investment strategies for its clients. Recent news indicates that Phillips & Company Advisors has adopted Wealthbox Enterprise and the Wealthbox AI Notetaker to support its advisory team.