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M Financial Group

Founded 1978 United States Portland, United States 271 employees Venture round Total: $13.22M Financial Services, Insurance +1

General Information

Company Name M Financial Group
Founded Year 1978
Location United States Portland, United States
Employees 271
Industries Financial Services, Insurance, Platforms
Funding Stage Venture round
Social

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About M Financial Group

M Financial Group is a financial services company specializing in wealth management, executive compensation, and benefits. Founded in 1978, it provides tailored financial services to companies, businesses, individuals, and entrepreneurs. Headquartered in Portland, Oregon, it has recently received a $8.44M Venture Round investment on 12 March 2020. While the specific investors behind this latest funding round are not disclosed, M Financial Group has positioned itself as a key player in the financial services, insurance, and platforms industries.

Funding Rounds & Investors (2)

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Funding Stage Amount Investors Lead Investors Date
Venture Round $8.44M -
12 Mar 2020
Venture Round $4.79M -
20 Mar 2014

M Financial Group Alternatives & Competitors

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M Financial Group vs
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FAQ About M Financial Group

With more than 135 Member Firms in 36 states and the United Kingdom, we are one of the nation's leading financial services design and distribution companies. Since 1978, our network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals,...
M Financial Group was founded in 1978.
M Financial Group is headquartered in Portland, United States.
M Financial Group operates in Financial Services, Insurance and Platforms.
M Financial Group has approximately 271 employees.
M Financial Group has completed 2 funding rounds, raising a total of $13.22M. The latest funding stage is Venture round.
Top alternatives and competitors to M Financial Group include GDK & Company, Thomas Financial, Tenzing Insurance Strategies, TCS Insurance, OneIndiana Financial Group, a General Agency with the companies of OneAmerica. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
M Financial Group and GDK & Company are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for M Financial Group, https://bouncewatch.com/company/m-financial-group, updated 31 December 2024. When citing, please name BounceWatch and link this page.

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