BoliColi
The single source for your total executive benefit needs!
7 employees · est. 2005 · Reading, United States
M Financial Group is the older company (2005 vs 1978); M Financial Group is the larger of the two.
Side-by-Side Comparison
| Metric | BoliColi | M Financial Group |
|---|---|---|
| Founded | ||
| Founded | 2005 | 1978 older |
| Headquarters | ||
| Headquarters | Reading, United States | Portland, United States |
| Employees | ||
| Employees | 7 | 271 larger |
| Industry | ||
| Industry | Financial Services | Financial Services, Insurance, Platforms |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Series Unknown |
| Total Funding | ||
| Total Funding | Not tracked yet | $13.22M |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | 2 |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Executive & Director Benefits, BOLI/COLI Insurance Services, Supplemental Executive Retirement Plans, Deferred Compensation, Corporate Owned Life Insurance, Bank Owned Life Insurance, Life Insurance Retirement Plans, Bonus Programs, Key Employee Retention, Advisor Services, Investment Advisory, Business Consulting, Wealth Planning | Not tracked yet |
| Website | ||
| Website | bolicoli.com | mfin.com |
About BoliColi
BoliColi, founded in 2005, specializes in Executive and Director Benefit Services within the Financial Services industry. As an independent firm and a Member Firm of M Financial Group, it provides a range of solutions tailored to the long-term objectives of its clients. BoliColi maintains relationsh...
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...
We will tell you when either one moves
BounceWatch watches BoliColi and M Financial Group for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at BoliColi and M Financial Group — by email.
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Compiled from the BounceWatch company index. We last looked at BoliColi on 14 Nov 2024, and M Financial Group on 13 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.