M Financial Group Overview
- Year Founded
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1978
- Status
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Private
- Employees
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277
- Latest Deal Type
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Later Stage VC
- Latest Deal Amount
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$6.81M
M Financial Group General Information
Description
Provider of financial advisory services intended to offer an insight into the financial market with supporting insights and analysis. The company's services include carrier and product selection, cost and liability analysis, customized benefit statements and projections, and analysis of life insurance policies to maximize return and international corporate benefits from overseas investments, enabling clients and corporations to receive expert knowledge on the ongoing market trends and plan their investment opportunities and asset management accordingly.
Contact Information
Website
www.mfin.comCorporate Office
- 1125 Northwest Couch Street
- Suite 900
- Portland, OR 97209
- United States
Corporate Office
- 1125 Northwest Couch Street
- Suite 900
- Portland, OR 97209
- United States
M Financial Group Timeline
M Financial Group Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 12. Later Stage VC | 17-Mar-2025 | $6.81M | Completed | Generating Revenue | ||
| 11. Later Stage VC | 18-Mar-2024 | Completed | Generating Revenue | |||
| 10. Later Stage VC | 15-Mar-2023 | Completed | Generating Revenue | |||
| 9. Later Stage VC | 14-Jul-2022 | Completed | Generating Revenue | |||
| 8. Later Stage VC | 11-Mar-2021 | Completed | Generating Revenue | |||
| 7. Debt - PPP | 14-Apr-2020 | Completed | Generating Revenue | |||
| 6. Later Stage VC | 12-Mar-2020 | Completed | Generating Revenue | |||
| 5. Later Stage VC | 01-Mar-2018 | Completed | Generating Revenue | |||
| 4. Later Stage VC | 16-Mar-2016 | $8.75M | $36M | Completed | Generating Revenue | |
| 3. Later Stage VC | 20-Mar-2014 | $10.1M | $27.3M | Completed | Generating Revenue |
VC Exit Predictor
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Opportunity Score
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Exit Type
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M Financial Group Comparisons
Industry
Financing
Details
M Financial Group Competitors (4)
One of M Financial Group’s 4 competitors is Aon, a Corporation company based in London, United Kingdom.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Aon | Corporation | London, United Kingdom | ||||
| Wealthfront | Venture Capital-Backed | Palo Alto, CA | ||||
| Wealth Enhancement Group | Private Equity-Backed | Plymouth, MN | ||||
| Hub International | Private Equity-Backed | Chicago, IL |
M Financial Group Related Research & Analysis
Explore institutional-grade private market research from our team of analysts.
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Verticals
M Financial Group Patents
M Financial Group Recent Patent Activity
| Publication ID | Patent Title | Status | First Filing Date | Technology (CPC) | Citations |
|---|---|---|---|---|---|
| US-20120072245-A1 | Life insurance products under a single approved form | Inactive | 13-Mar-2001 | ||
| US-20100094665-A1 | Life insurance products under a single approved form | Inactive | 13-Mar-2001 | ||
| US-20130231964-A1 | Life insurance products under a single approved form | Inactive | 13-Mar-2001 | ||
| US-20120303393-A1 | Life insurance products under a single approved form | Inactive | 13-Mar-2001 | ||
| US-7756508-B1 | Communication between a fixed network and a movable network with means for suspending operation of the moveable network | Inactive | 25-Aug-1999 | H04W4/16 |
M Financial Group Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
M Financial Group Acquisitions (2)
M Financial Group’s most recent deal was a Merger/Acquisition with Boulevard Financial. The deal was made on 15-Jan-2013.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Boulevard Financial | 15-Jan-2013 | Merger/Acquisition | Consulting Services (B2B) | ||
| Management Compensation Group Northwest | 13-Jul-2000 | Merger/Acquisition | Consulting Services (B2B) |
M Financial Group Affiliates
Subsidiaries (2)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| Boulevard Financial | Overland Park, KS | 2010 | |
| Capital Strategies Group (Birmingham) | Birmingham, AL | 1989 |
M Financial Group FAQs
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When was M Financial Group founded?
M Financial Group was founded in 1978.
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Where is M Financial Group headquartered?
M Financial Group is headquartered in Portland, OR.
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What is the size of M Financial Group?
M Financial Group has 277 total employees.
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What industry is M Financial Group in?
M Financial Group’s primary industry is Other Financial Services.
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Is M Financial Group a private or public company?
M Financial Group is a Private company.
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What is M Financial Group’s current revenue?
The current revenue for M Financial Group is .
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How much funding has M Financial Group raised over time?
M Financial Group has raised $103M.
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Who are M Financial Group’s competitors?
Aon, Wealthfront, Wealth Enhancement Group, and Hub International are competitors of M Financial Group.
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