Thomas Financial
Life Insurance | Employee Benefits | Wealth Management | Retirement Planning
24 employees · est. 1975 · Tampa, United States
Thomas Financial is the older company (1978 vs 1975); M Financial Group is the larger of the two.
Side-by-Side Comparison
| Metric | M Financial Group | Thomas Financial |
|---|---|---|
| Founded | ||
| Founded | 1978 | 1975 older |
| Headquarters | ||
| Headquarters | Portland, United States | Tampa, United States |
| Employees | ||
| Employees | 271 larger | 24 |
| Industry | ||
| Industry | Financial Services, Insurance, Platforms | Financial Services, Insurance, Wealth Management |
| Funding Stage | ||
| Funding Stage | Series Unknown | Not tracked yet |
| Total Funding | ||
| Total Funding | $13.22M | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | 2 | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Not tracked yet | Life Insurance, Employee Benefits, Wealth Management, Retirement Planning, High Net Worth Individuals, M Financial Group, Securities, Broker Dealer, Financial Planning, Wealth Transfer, Executive Benefits, Disability Insurance, Long-term Care Insurance, M Holdings Securities |
| Website | ||
| Website | mfin.com | thomasfinancial.com |
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...
About Thomas Financial
Thomas Financial is a prominent financial service firm that has been in operation since 1975. As a member of M Financial Group, which comprises over 140 independent members, the company is dedicated to serving high net worth individuals and growth companies. Thomas Financial leverages its resources...
We will tell you when either one moves
BounceWatch watches M Financial Group and Thomas Financial 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 M Financial Group and Thomas Financial — by email.
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Compiled from the BounceWatch company index. We last looked at M Financial Group on 13 Sep 2024, and Thomas Financial on 14 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.