Press & AWARD DETAILS

1: Private 100 Fastest-Growing Private Companies in Oregon & SW Washington | 2023: Modernist ranked No. 53 out of 130 Date awarded: 06/08/2023, Ranked by percentage revenue growth from FY 2020 to FY 2022 | 2022 : Modernist ranked No. 83 out of 132, Date awarded: 06/09/2022, Ranked by percentage revenue growth from FY 2019 to FY 2021 | 2021: Modernist ranked No. 117 out of 132, Date awarded: 09/23/2021, Ranked by percentage revenue growth from FY 2018 to FY 2020

Qualification: To qualify for The List, companies had to meet the following criteria: 1) Independent, privately held corporation, proprietorship, or partnership; not a subsidiary, affiliate, or division. 2) Headquartered in Oregon or in Clark or Skamania counties, Washington. 3) Provided revenue and employment figures for the last three fiscal years. 4) Had revenue three years ago of at least $250,000. 5) Had revenue growth between three years ago and last year. 6) Third-party accountant or financial documents were provided to verify revenue figures, assisted by verification partner Perkins & Co

2: Largest Money Management Firms in Oregon & S.W. Washington | 2023: Modernist ranked No. 43 out of 46, Date published: 07/14/2023, Ranked by Oregon & S.W. Washington-client assets under management as of 05/31/2023 | 2022: Modernist ranked No. 40 out of 42, Ranked by Oregon & S.W. Washington-client assets under management as of 05/31/2022, 2021: Modernist ranked No. 43 out of 45, Date published: 07/09/2021, Ranked by Oregon & S.W. Washington-client assets under management as of 05/31/2021 | 2020: Modernist ranked No. 52 out of 57, Date published: 07/10/2020, Ranked by Oregon & S.W. Washington-client assets under management as of 05/31/2020 | 2019: Modernist ranked No. 52 out of 55, Date published: 07/11/2019, Ranked by Oregon & S.W. Washington-client assets under management as of 05/31/2019 | 2018: Modernist ranked No. 45 out of 51, Date published: 07/13/2018, Ranked by Oregon & S.W. Washington-client assets under management as of 05/31/2018 | 2017: Modernist ranked No. 38 out of 41, Date published: 07/14/2017, Ranked by Oregon & S.W. Washington-client assets under management as of 05/31/2017

Qualification: To qualify for The List, firms must actively manage financial assets on behalf of clients, operate in Oregon or Southwest Washington and respond to the Portland Business Journal survey for this list. Research was done on SEC’s Registered Investment Adviser site to seed the list.

3: Largest LGBTQIA+ Owned Businesses in Oregon & S.W. Washington | 2023: Modernist ranked No. 11 out of 26, Date published: 06/02/2023, Ranked by Oregon & S.W. Washington-employment when survey was conducted In May 2023 | 2022: Modernist ranked No. 10 out of 22, Date published: 06/03/2022, Ranked by Oregon & S.W. Washington-employment when survey was conducted In May 2022 | 2021: Modernist ranked No. 14 out of 31, Date published: 06/07/2021, Ranked by Oregon & S.W. Washington-employment when survey was conducted In May 2021 | 2020: Modernist ranked No. 17 out of 39, Date published: 06/26/2020, Ranked by Oregon & S.W. Washington-employment when survey was conducted In May/June 2020 | 2019: Modernist ranked No. 17 out of 29, Date published: 06/13/2019, Ranked by Oregon & S.W. Washington-employment when survey was conducted In May/June 2019

Qualification: To qualify for The List, firms must be privately held, headquartered in Oregon or Southwest Washington and report 51% or greater ownership by owners identifying as LGBTQIA+ in the Portland Business Journal survey for this list.