Digital Digest: The Latest Tech News – Proteus, M Financial

Editorial Staff

10 November 2022

Proteus, M Financial Group
Proteus, an alternative investment platform for high net worth individuals, has won a deal with M Financial Group.

M Financial will use Proteus to offer investments across its member firms in wealth management accounts and in insurance-based separate accounts. The business has 130 member firms in 36 states and in the UK.

In July, Proteus was chosen by Ohio-based Key Private Bank for its preferred alternative asset platform for Accredited Investors.

Under the new agreement, M Financial Group will offer firms private alternative investment products that have been sourced and due diligenced by Proteus alongside Callan, Proteus’ research partner.