M

M Financial Group Tech Stack

Network of independent wealth and benefits firms serving high-net-worth clients

Financial Services Portland, Oregon 201–500 employees Founded 1978 Privately Held

M Financial Group operates a network of 140+ independent member firms across the U.S. and UK, combining insurance, investment, and executive-benefits advisory under a shared platform. The tech stack is lightweight (Microsoft Office, Outlook, Teams, NetSuite) and the hiring profile skews operations and finance rather than engineering, suggesting a distribution and compliance-heavy organization focused on servicing ultra-affluent and corporate clients through independent advisors rather than building software.

Tech Stack 10 technologies

Core StackZoom NetSuite Microsoft Office Outlook Word Excel PowerPoint Teams

What M Financial Group Is Building

◆Challenges

High volume inquiries
Data integrity compliance
Maximizing coli benefit performance
Pricing and trading errors
Automation efforts
Gap identification
Process improvements and automation opportunities

▲Active Projects

Coli illustration development
Marketing proposal creation
Deferral plan report cards
Plan enrollment presentations
Rfi responses
Operational strategy development
Automation support

Hiring Activity

Accelerating10 roles · 7 in 30d

Department

Ops

3

Finance

2

Support

2

Executive

1

Marketing

1

Sales

1

Seniority

Mid

4

Senior

4

Junior

1

Manager

1

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About M Financial Group

Founded in 1978, M Financial Group is a privately held financial services network with 201–500 employees headquartered in Portland, Oregon. The company aggregates independent insurance, investment, and executive-benefits firms—each retaining autonomy but aligned around wealth management, retirement planning, estate planning, and executive compensation. The member firms collectively serve ultra-affluent individuals, corporate executives, entrepreneurs, and Fortune 1000 companies. M Holdings Securities, Inc., the registered broker-dealer and investment advisor arm, provides compliance and clearing infrastructure for the network.

HeadquartersPortland, Oregon

Company Size201–500 employees

Founded1978

Hiring MarketsUnited States

Frequently Asked Questions

What technology does M Financial Group use?

Core stack includes Microsoft Office suite (Word, Excel, PowerPoint), Outlook for email, Teams for collaboration, Zoom for meetings, and NetSuite for financial operations and ERP functions.

Where is M Financial Group located?

Headquartered in Portland, Oregon. The network spans 140+ member firms across the United States and United Kingdom, with hiring currently focused in the United States.