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Insights

Leadership changes Recent executive hires including a new Chief Financial Officer and a COO signal strategic shifts and potential procurement of enhanced financial systems, risk management, and consulting services. Leverage relationships with senior leadership to present scalable financial ops and advisory solutions.

Proprietary products Launch of Majestic VUL 25 in collaboration with John Hancock demonstrates a push for differentiated in-house product suites. Explore opportunities to align distribution, marketing automation, and carrier partnerships for exclusive product campaigns and platform integrations.

Growth footprint Large multi-firm network across US and UK focuses on ultra-affluent clients, executives, and Fortune 1000 companies. Target high-net-worth segments with tailored technology-enabled advisory platforms, governance tools, and private client services.

Wealth services emphasis Business model centers on independent insurance, investment, and executive benefits through member firms. Offer scalable tech solutions for aggregation, compliance, performance analytics, and cross-firm collaboration to improve efficiency and client outcomes.

Digital maturity Tech stack includes standard design and web technologies; potential for modernization and cybersecurity enhancements. Present cloud-based, secure data integration, CRM modernization, and digital onboarding solutions to support rapid expansion and partner recruitment.

M Financial Group Tech Stack

M Financial Group uses 8 technology products and services including Adobe Illustrator, Adobe InDesign, Google Hosted Libraries, and more. Explore M Financial Group's tech stack below.

  • Adobe Illustrator
    Cad & Graphics
  • Adobe InDesign
    Cad & Graphics
  • Google Hosted Libraries
    Content Delivery Network
  • Section.io
    Content Delivery Network
  • CookieScript
    Cookie Compliance
  • Cloudflare DNS
    Domain Name Services
  • F5
    IT Infrastructure
  • C#
    Programming Languages

Media & News

M Financial Group's Email Address Formats

M Financial Group uses at least 1 format(s):
M Financial Group Email FormatsExamplePercentage
First.Last@mfin.comJohn.Doe@mfin.com
92%
FLast@mfin.comJDoe@mfin.com
6%
F.Last@mfin.comJ.Doe@mfin.com
1%
First_Last@mfin.comJohn_Doe@mfin.com
1%

Frequently Asked Questions

What is M Financial Group's phone number?

Minus sign iconPlus sign icon You can contact M Financial Group's main corporate office by phone at
+1-503-238-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is M Financial Group's stock symbol?

Minus sign iconPlus sign iconM Financial Group is a publicly traded company; the company's stock symbol is ARMGQ.

What is M Financial Group's official website and social media links?

Minus sign iconPlus sign iconM Financial Group's official website is mfin.com and has social profiles on LinkedInCrunchbase.

What is M Financial Group's NAICS code?

Minus sign iconPlus sign iconM Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does M Financial Group have currently?

Minus sign iconPlus sign iconAs of July 2026, M Financial Group has approximately 257 employees across 3 continents, including North AmericaEuropeAsia. Key team members include Chief Financial Officer: R. O. C.Vice President Corporate Benefits: D. W.Vice President Legal And Compliance: V. P.. Explore M Financial Group's employee directory with LeadIQ.

What industry does M Financial Group belong to?

Minus sign iconPlus sign iconM Financial Group operates in the Financial Services industry.

What technology does M Financial Group use?

Minus sign iconPlus sign iconM Financial Group's tech stack includes Adobe IllustratorAdobe InDesignGoogle Hosted LibrariesSection.ioCookieScriptCloudflare DNSF5C#.

What is M Financial Group's email format?

Minus sign iconPlus sign iconM Financial Group's email format typically follows the pattern of First.Last@mfin.com. Find more M Financial Group email formats with LeadIQ.

How much funding has M Financial Group raised to date?

Minus sign iconPlus sign icon As of July 2026, M Financial Group has raised $8.4M in funding. The last funding round occurred on Apr 12, 2020 for $8.4M.

When was M Financial Group founded?

Minus sign iconPlus sign iconM Financial Group was founded in 1978.
M Financial Group logo

M Financial Group

Financial ServicesOregon, United States201-500 Employees

M Financial Group operates a national and international network of independent member firms in the financial services sector. Since its founding in 1978, the network has served ultra-affluent individuals, corporate executives, entrepreneurs, and Fortune 1000 companies by offering a broad range of insurance, investment, and executive-benefit solutions. Member firms remain independent while collaborating toward a shared objective of delivering sustainable financial strategies tailored to clients’ goals.

The organization is based in Portland, Oregon, and includes M Holdings Securities, Inc., a registered broker-dealer and registered investment adviser regulated by FINRA/SIPC. In May 2026, the firm appointed Alvaro José Muñoz as Chief Financial Officer, signaling leadership expansion while continuing to provide a diversified suite of financial solutions through its network.

Section iconCompany Overview

Phone number
+1-503-238-****
Website
mfin.com
Stock Symbol
ARMGQ
NAICS Code
52 - Finance and Insurance
Founded
1978
Employees
201-500

Section iconMedia & News

Section iconFunding & Financials

  • $8.4M

    M Financial Group has raised a total of $8.4M of funding over 2 rounds. Their latest funding round was raised on Apr 12, 2020 in the amount of $8.4M.

  • $250M$500M

    M Financial Group's revenue is estimated to be in the range of $250M$500M

Section iconFunding & Financials

  • $8.4M

    M Financial Group has raised a total of $8.4M of funding over 2 rounds. Their latest funding round was raised on Apr 12, 2020 in the amount of $8.4M.

  • $250M$500M

    M Financial Group's revenue is estimated to be in the range of $250M$500M

Company Leadership

  • Stylized image of a person
    R. O. C.
    Chief Financial Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. W.
    Vice President Corporate Benefits
    Phone icon
    Mobile Phone
  • Stylized image of a person
    V. P.
    Vice President Legal And Compliance
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. O.
    Head Of M Advisory Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. W.
    Vp, Global Specialty Markets
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    S. J.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    V. P.
    Vice President Legal And Compliance
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. D.
    Director, Broker Dealer Compliance
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. K.
    Director M Technology
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. M. B.
    Director
    Phone icon
    Mobile Phone

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