When was M Financial Group founded?

M Financial Group was founded in 1978.

Where is M Financial Group located?

M Financial Group is headquartered in Portland, United States. It is registered at Portland, Oregon.

How many employees does M Financial Group have?

As of May 31, 2026, the latest employee count at M Financial Group is 257.

Is M Financial Group a funded company?

M Financial Group is a funded company, having raised a total of $254M across 33 funding rounds to date. The company's 1st funding round was a $***** Conventional Debt round.

When was the latest funding round of M Financial Group?

M Financial Group's latest funding was a $***** Series E round on Mar 13, 2026, with participation from 0 investor. Its primary sector is Insurance Distribution. In United States, the Insurance Distribution sector has seen $1.05B in funding in 2026 to date.

Where does M Financial Group rank among its competitors?

M Financial Group ranks 2nd amongst 1141 active competitors, of which 7 are funded. It stands 1st in terms of total funding among its competitors. The most recent competitor to raise funding was M Financial Group, which secured $8.86M in Mar, 2026.

Who are the top competitors of M Financial Group?

M Financial Group's top competitors include Baloise, Royal London and Empire Life. Among them, M Financial Group secured the most recent funding round in March, 2026.

M Financial Group - 2026 Company Profile, Team, Funding & Competitors

M Financial Group is a series E company based in Portland (United States), founded in 1978 by Peter W Mullin, Carl Mammel, Mark Solomon and Eli Morgan. It operates as a Network of independent firms offering life insurance and financial services. M Financial Group has raised $254M in funding. The company has 1141 active competitors, including 7 funded and 92 that have exited. Its top competitors include companies like Baloise, Royal London and Empire Life.

Company Details

Network of independent firms offering life insurance and financial services to high-net-worth individuals and businesses. It provides access to exclusive products and services developed through partnerships with leading insurance carriers. These offerings encompass life insurance, executive benefits, and wealth solutions. The network also offers support services, digital platforms, and professional development programs for its member firms and clients. Investment management services are provided, rooted in academic research and vetted by experts. The firm facilitates collaboration among member firms and partners to create tailored solutions.

Website: www.mfin.com/
Social
Email ID: *****@mfin.com
Phone Number: +1 **********
Registered Address: Portland, Oregon

Key Metrics

Founded Year

1978

Location

Portland, United States

Stage

Series E

Total Funding

$254M in 33 rounds

Latest Funding Round

Series E, Mar 13, 2026, $*****

Investors

Kepler Cheuvreux Invest

Ranked

2^nd among 1141 active competitors

Employee Count

257 as on May 31, 2026

Similar Companies

Baloise & 1182 more

View M Financial Group's full profile

M Financial Group is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
M FINANCIAL HOLDINGS INCORPORATED CIN: 931189872 , United States, Active	Dec 26, 999	-	277 (As on Dec 31, 2024)	-

M Financial Group has raised a total funding of $254M over 33 rounds. M Financial Group has 1 institutional investor.

Here is the list of recent funding rounds of M Financial Group:

Filter this list

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Mar 13, 2026	4914194	Series E	6856937	4684871	7457110	1785920
Mar 13, 2025	9142305	Series E	8156282	4885593	2143327	3089678
Mar 14, 2024	1037445	Series E	8004472	6501360	4140170	7269002

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View details of M Financial Group's funding rounds and investors

The founders of M Financial Group are Peter W Mullin, Carl Mammel, Mark Solomon and Eli Morgan.

Here are the details of M Financial Group's key team members:

Peter W Mullin: Co-Founder of M Financial Group.
Carl Mammel: Co-Founder of M Financial Group.
Mark Solomon: Co-Founder of M Financial Group.
Eli Morgan: Co-Founder of M Financial Group.

View details of M Financial Group's Founder profiles and Board Members

M Financial Group's employee count trend

M Financial Group has 257 employees as of May 26. Here is M Financial Group's employee count trend over the years:

Employee count trend for M Financial Group

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Top competitors of M Financial Group include Baloise, Royal London and Empire Life. Here is the list of Top 10 competitors of M Financial Group, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Baloise 1863, Basel (Switzerland), Acquired	Diversified insurance services	-	PropTech1, Next Venture Labs & 1 others	57/100
2nd	M Financial Group 1978, Portland (United States), Series E	Network of independent firms offering life insurance and financial services	$254M	Kepler Cheuvreux Invest	53/100
3rd	Royal London 1861, London (United Kingdom), Funding Raised	Provider of mutual life insurance, pensions and investments services	-	-	53/100
4th	Empire Life 1923, Kingston (Canada), Public	Diversified asset management firm	-	-	53/100
5th	Abacus Life 2004, Orlando (United States), Public	Provider of life insurance distribution services	-	-	52/100
6th	Starlife Assurance Accra (Ghana), Unfunded	-	-	-	48/100
7th	Uniquelifecare India, Unfunded	-	-	-	45/100
8th	Winged Keel 1989, New York City (United States), Acquired	Life insurance broker	-	-	44/100
9th	OneFamily 1975, Brighton (United Kingdom), Unfunded	Provider of life insurance services	-	-	44/100
10th	deVere Group 2002, Dubai (United Arab Emirates), Unfunded	Life insurance broker	-	-	43/100

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M Financial Group has made no investments or acquisitions yet.

Here is the latest report on M Financial Group's sector:

Free

Insurance Distribution - Sector Report

Edition: June, 2026 (62 Pages)

View all reports related to M Financial Group

Media has covered M Financial Group for a total of 21 events in the last 1 year, 16 of them have been about company updates and 3 about people movement.