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M FinancialGroup Logo
M FinancialGroup Growth Score
53
CB Rank
80642
Heat Score
44
M FinancialGroup is a financial services design company that specializes in wealth management, executive compensation, and benefits.
Founded
obfuscation
PrivateVenture - Series Unknown Portland, Oregon, United States251-500 mfin.com
Financial Exchanges
Financial Services
Insurance
Overview

M FinancialGroup
Total Funding
obfuscation
Growth Score
53
Heat Score
44

Total Funding
obfuscation
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Venture - Series Unknown raised
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Growth Score53
-11 pts
in past quarter
Heat Score 44
-14 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
See more interactive data and historical milestones on desktop for the best experience

About M FinancialGroup

CB Rank
80642
M FinancialGroup is a financial services design company that specializes in wealth management, executive compensation, and benefits.
Founded
obfuscation
PrivateVenture - Series Unknown Portland, Oregon, United States251-500 mfin.com
Financial Exchanges
Financial Services
Insurance

Funding Rounds

Venture - Series Unknown
OBF
in
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Venture - Series Unknown
OBF
in
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Key People

Details

Legal Name M FINANCIAL HOLDINGS INC
Operating Status Active
Company Type For Profit
Founders  Wes Thompson
About the Company
M FinancialGroup is a financial services design company that specializes in wealth management, executive compensation, and benefits. The company provides financial services for companies, businesses, individuals, and entrepreneurs. M FinancialGroup was incorporated in 1978 and is based in Portland, Oregon.
Phone Number 503-232-6960
Contact Email communications@mfin.com
Predictions & Insights

Growth Insight

See this Growth Insight
M FinancialGroup is
Lorem
 to be growing
Top Contributing Factors
Operations Expansion

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Key Employee Changes

Products & Services

Life Insurance Products
Life insurance products designed for high-net-worth individuals and executives, including proprietary and exclusive offerings developed with insurance carriers.
Executive Compensation and Benefits Solutions
Customized executive benefit and funding strategies designed to meet corporate business goals and support talent retention.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
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  • Preview private company insights and predictions
Financials

Company Funding

Total Funding Amount 
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Number of Funding Rounds 2
Unlock company funding data, including rounds, dates, amounts, and investors.
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Number of Investors  
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Lead Investors  
Funding Type  
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Venture Round - M FinancialGroup
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— Venture - Series Unknown

Funding Rounds

Total Funding Amount 
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Number of Funding Rounds 2
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
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Venture Round - M FinancialGroup Logo
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Investors

Market Intelligence
People
View Profiles & Contacts
Headcount 251-500 Employee Profiles 5 Contacts 340

Employee Profiles

News

News and Press

News•Nov 10, 2025
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News•Aug 6, 2025
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News•Feb 28, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

2,341
234.43%
 in past month

IT Spend

$24.3MThis year, M FinancialGroup is projected to spend $24.3M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
—
100
Fujifilm Holdings Corporation Logo
Fujifilm Holdings Corporation
100
Security Management Logo
Security Management
100

Actively Used Products

16M FinancialGroup uses 16 technology products and services including HTML5, Apache Server, and  Office 365, according to G2 Stack.

Active Website Tech Count

53M FinancialGroup is actively using 53 technologies for its website, according to BuiltWith. These include DNSSEC, WordPress, and  Wordpress Plugins.

Total IP

26M FinancialGroup has registered 26 trademarks with the most popular class being 'Insurance; financial affairs', according to IPqwery.
Sub-Organizations

Sub-Organizations

Number of Sub-Orgs 1
Which industries do these Sub-Organization operate in?
TRC Financial Logo
TRC FinancialAffiliated Company
Frequently Asked Questions

Where is M FinancialGroup's headquarters? M FinancialGroup is located in Portland, Oregon, United States.When was the last funding round for M FinancialGroup? M FinancialGroup closed its last funding round on
obfuscation
from a Venture - Series Unknown round.Who are M FinancialGroup's competitors? Alternatives and possible competitors to M FinancialGroup may include Northwestern Mutual, Lincoln Financial Group, and  Principal Financial Group.How much funding has M FinancialGroup raised to date? M FinancialGroup has raised
obfuscation
.
Who We Are
What We Do
Helpful Links
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