Company Information

Get to know Sortis Capital

Sortis Capital is an independent investment banking firm headquartered in Portland, Oregon, with a primary focus on serving clients in the Pacific Northwest. As a FINRA-registered entity, the firm specializes in providing strategic financial advisory services to middle-market businesses. Its core services include mergers and acquisitions (M&A) advisory for both sell-side and buy-side transactions, raising capital through private placements of debt and equity, and financial restructuring. Sortis Capital serves a diverse range of industries and is committed to delivering senior-level attention and customized solutions to help clients achieve their financial and strategic objectives.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Sortis Capital

United States

Founded in

2012 (14 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.