What departments does VergePointe have?

VergePointe has employees across 2 departments including Operations, Accounting.

What is the largest department at VergePointe?

The largest department at VergePointe is Operations with 2 employees.

Where are VergePointe employees located globally?

VergePointe has employees across 1 continents and 1 countries including United States Of America.

How has VergePointe's team size changed over time?

VergePointe's team has remained stable from approximately 10 to 10 employees based on available data.

VergePointe Employee Directory

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.

VergePointe Global Highlights

North America
10

United States Of America
10

VergePointe's Leadership

C. O.
Managing Director/Co-Founder
Mobile Phone
Email
S. R.
Managing Director
Mobile Phone
Email
B. M. P.
Founding Member, Managing Director
Mobile Phone
Email
S. T.
Wealth Operations Manager
Mobile Phone
Email
C. C.
Tax Manager
Mobile Phone
Email
T. W. T.
Wealth Operations Manager
Mobile Phone
Email
A. H.
Senior Accountant
Mobile Phone
Email
S. B.
Supervisor
Mobile Phone
Email

VergePointe Employee Metrics

100%

50%

0%

2026

2025

Entrepreneurship
Accounting
Banking
Other

Contact profiles from VergePointe

Name

Title

Contact

Location

Last Update

C. O.
Managing Director/Co-Founder
Mobile Phone
Email
United States, Oregon
Jul 08, 2025
S. R.
Managing Director
Mobile Phone
Email
United States, Oregon
Dec 29, 2025
B. M. P.
Founding Member, Managing Director
Mobile Phone
Email
United States, Oregon
Oct 20, 2025
S. T.
Wealth Operations Manager
Mobile Phone
Email
United States, Oregon
Mar 18, 2026
C. C.
Tax Manager
Mobile Phone
Email
United States, Oregon
Apr 24, 2025
T. W. T.
Wealth Operations Manager
Mobile Phone
Email
United States
Oct 20, 2025
A. H.
Senior Accountant
Mobile Phone
Email
United States, Oregon
Jan 28, 2026
S. B.
Supervisor
Mobile Phone
Email
United States, Oregon
May 30, 2026
M. R.
Cpa
Mobile Phone
Email
United States, Iowa
Apr 15, 2026

Frequently Asked Questions

What is VergePointe known for?

VergePointe was founded in 1985 and operates in the Venture Capital and Private Equity Principals industry. You can contact VergePointe's main corporate office by phone at

+1-503-684-****

. Explore VergePointe's company overview page for more information.

What is VergePointe's most common email format?

VergePointe employees' email format typically follows the pattern of FirstL@vergepointe.com. Trying to find reliable and up-to-date employee contact data? Find more VergePointe email formats with LeadIQ.

How many employees does VergePointe have currently?

VergePointe has approximately 10 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are VergePointe's key employees and leadership?

As of August 2026, VergePointe's key employees include:

Managing Director/Co-Founder: C. O.
Managing Director: S. R.
Founding Member, Managing Director: B. M. P.
Wealth Operations Manager: S. T.
Tax Manager: C. C.

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VergePointe Employee Directory

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