Insights

High Net Worth Focus VergePointe specializes in wealth management for successful entrepreneurs and wealthy families, indicating potential sales opportunities in family office services, tax optimization, estate planning, and bespoke investment strategies.

Private Equity Synergy With active private equity activities including buyouts, recapitalizations, and growth equity, there is potential to offer co-investment opportunities, capital advisory, and due diligence support services for portfolio companies.

Real Estate Expertise The firm’s Portland Metro real estate development and residential building focus suggests cross-sell opportunities in real estate investment consulting, development financing, and property-centric advisory services.

Boutique Lean Small team size signals agility and personalized service; cross-sell premium advisory services, succession planning, and high-touch financial planning for owners and families who value hands-on guidance.

Tech & Compliance Existing tech stack indicates digital presence and marketing efficiency; propose partnerships around data-driven wealth management tools, client onboarding enhancements, and compliance/documentation optimization for affluent clients.

Similar companies to VergePointe

VergePointe Tech Stack

VergePointe uses 8 technology products and services including Open Graph, WordPress, Shopify, and more. Explore VergePointe's tech stack below.

  • Open Graph
    Content Management System
  • Content Management System
  • E-commerce
  • Twemoji
    Font Scripts
  • jQuery
    Javascript Libraries
  • Underscore.js
    Javascript Libraries
  • Really Simple Discovery
    Miscellaneous
  • Yoast SEO
    Search Engines

VergePointe's Email Address Formats

VergePointe uses at least 2 email formats:
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 August 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 August 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. and 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 Graph, WordPress, Shopify, Twemoji, jQuery, Underscore.js, Really Simple Discovery and Yoast 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

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