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Founded Year

2015

Stage

Series E | Alive

Total Raised

$328.17M

Valuation

$0000 

Last Raised

$150M | 3 yrs ago

Mosaic Score
The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.

-91 points in the past 30 days

About M1

M1 operates as a financial technology company in the personal finance industry. The company offers a range of financial products and services, including, automated investing tools, margin loans, personal loans, and credit cards with cash-back rewards. It primarily serves individual investors, providing them with tools to manage their wealth. The company was founded in 2015 and is based in Chicago, Illinois.

Headquarters Location

200 North LaSalle Street Suite 800

Chicago, Illinois, 60601,

United States

312-600-2883

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M1's Product Videos

ESPs containing M1

The ESP matrix leverages data and analyst insight to identify and rank leading companies in a given technology landscape.

EXECUTION STRENGTH ➡MARKET STRENGTH ➡LEADERHIGHFLIEROUTPERFORMERCHALLENGER
Financial Services / Retail Banking Tech

The digital financial wellness market consists of fintechs that deliver combinations of financial products, including banking, investing, loans, and P&C insurance, as well as planning tools such as goals-based planning, account aggregation, asset allocation, and budgeting tools. These companies often have B2C and B2B2C distribution models. While digital financial wellness companies may offer compl…

M1 named as Challenger among 14 other companies, including SoFi, Monzo, and MoneyLion.

M1's Products & Differentiators

    Individual Brokerage Account

    An individual brokerage account is a type of investment account that allows individuals to buy and sell securities, through a brokerage firm, and manage their own investments.

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Expert Collections containing M1

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

M1 is included in 7 Expert Collections, including Unicorns- Billion Dollar Startups.

U

Unicorns- Billion Dollar Startups

1,244 items

W

Wealth Tech

2,294 items

Companies and startups in this collection digitize & streamline the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.

F

Fintech

9,294 items

Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.

D

Digital Banking

1,008 items

Challenger bank offer digitally native banking products (checking and savings account at the most basic) and either leverage partner banks or are fully-licensed banks themselves.

F

Fintech 100

250 items

250 of the most promising private companies applying a mix of software and technology to transform the financial services industry.

T

Tech IPO Pipeline

257 items

The tech companies we think could hit the public markets next, according to CB Insights data.

Latest M1 News

M1 Frequently Asked Questions (FAQ)

  • When was M1 founded?

    M1 was founded in 2015.

  • Where is M1's headquarters?

    M1's headquarters is located at 200 North LaSalle Street, Chicago.

  • What is M1's latest funding round?

    M1's latest funding round is Series E.

  • How much did M1 raise?

    M1 raised a total of $328.17M.

  • Who are the investors of M1?

    Investors of M1 include SoftBank, Left Lane Capital, Clocktower Technology Ventures, Coatue, Chicago Ventures and 4 more.

  • Who are M1's competitors?

    Competitors of M1 include December., Monzo, Webull, Wealthfront, Acorns and 7 more.

  • What products does M1 offer?

    M1's products include Individual Brokerage Account and 4 more.

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Compare M1 to Competitors

V
Varo

Varo is a digital bank focused on providing premium banking services through a mobile app. The company offers access to high-yield savings accounts, quicker access to funds, and automatic saving tools without the need for physical branches. Varo serves customers seeking convenient and modern banking solutions. Varo was formerly known as Ascendit Holdings. It was founded in 2015 and is based in San Francisco, California.

Acorns Logo
Acorns

Acorns focuses on micro-investing in the financial services industry. It offers services that allow customers to invest spare change from everyday purchases into a diversified portfolio of index funds. It primarily sells to individuals looking to start investing in small amounts. The company was founded in 2012 and is based in Irvine, California.

N
Newsy Stock

Newsy Stock is a company that operates in the financial technology sector, focusing on algorithm-based investment solutions. The company offers services such as robo-advisors, which allow individual investors to generate profits from financial investments, and a platform for virtual asset investment that supports strategy sharing, quick strategy creation, and automatic trading. It also provides data-based analysis of all listed stocks and a quant analysis service for US stocks. It is based in Seoul, South Korea.

Wealthfront Logo
Wealthfront

Wealthfront is a financial services company that focuses on automated investing and wealth building for individuals. The company offers a range of services including high-yield savings accounts, investment in US Treasury bonds, and diversified portfolio management using automated technology. Wealthfront's products are designed to cater to both seasoned and novice investors, aiming to simplify the investment process and maximize returns over the long term. Wealthfront was formerly known as kaChing. It was founded in 2011 and is based in Palo Alto, California.

Betterment Logo
Betterment

Betterment operates as a digital investment advisor focusing on automated investing and savings services within the financial technology sector. The company offers a range of products including automated portfolio management, and tax-advantaged retirement accounts that aid personal finance management for individuals. Betterment provides diversified investment portfolios, tax-loss harvesting, and financial planning tools to help clients achieve their financial goals. It was founded in 2008 and is based in New York, New York.

Chime Logo
Chime

Chime is a financial technology company. The company offers banking services such as checking and savings accounts, credit building, and fee-free overdrafts, all aimed at making financial management easy and accessible for everyday people. Its primary customer base includes everyday Americans who are not well-served by traditional banks. The company was founded in 2012 and is based in San Francisco, California.

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