
M1
Founded Year
2015Stage
Series E | AliveTotal Raised
$328.17MValuation
$0000Last Raised
$150M | 4 yrs agoMosaic Score The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.
+19 points in the past 30 days
About M1
M1 is a fintech company that provides personal finance and wealth management services. The company offers a range of financial products, including cash accounts, investing platforms, brokerage services, and loan options. M1 serves individuals who are looking to manage and save for their personal finance needs. It was founded in 2015 and is based in Chicago, Illinois.
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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.
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 15 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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Research containing M1
Get data-driven expert analysis from the CB Insights Intelligence Unit.
CB Insights Intelligence Analysts have mentioned M1 in 2 CB Insights research briefs, most recently on Aug 30, 2024.

Aug 30, 2024
The financial planning market mapExpert 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.
Unicorns- Billion Dollar Startups
1,270 items
Wealth Tech
2,383 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.
Fintech
9,465 items
Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.
Digital Banking
1,112 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.
Fintech 100
250 items
250 of the most promising private companies applying a mix of software and technology to transform the financial services industry.
Tech IPO Pipeline
257 items
The tech companies we think could hit the public markets next, according to CB Insights data.
Latest M1 News
Mar 14, 2025
Overheard in Vegas Murmurings from Fintech Meetup and HumanX It is amazing to me, how many meetings — even in a meeting I had today … where someone says, ‘What do you see in valuations today?’ As if there’s a generic answer for what variables every company in the world should be valued on.” — Jade Mandel, Managing Director, Goldman Sachs Growth Equity So it’s very hard if you’re running a VC-backed startup to plan … [without] more consistency and clarity in policies. [That’s] the number one thing we hear.” — Marc Bhargava, Managing Director, General Catalyst I do think a lot of the crypto assets are more regulatory arbitrage … People talk about the tokenization of private companies or stocks: That’s a very solvable problem with existing technology, we just have the IPO process, and you have to go through certain things to be able to sell to a public audience.” — Brian Barnes, Founder & CEO, M1 “I would argue that even when it comes to meme coins, that most people at least nowadays know that there’s no value behind it, that it’s all just a pump game that, you know, you maybe shouldn’t take part of. But if anybody wants to have that fun, you know, knock yourself out, it’s a free country.” — Leif Abraham, Co-Founder & Co-CEO, Public “Oh, no thanks.” — Fintech Meetup staffer offered a half-eaten sandwich by a conferencegoer .pp-multiple-authors-boxes-wrapper.box-post-id-45383.pp-multiple-authors-layout-boxed.multiple-authors-target-shortcode.box-instance-id-1 .box-header-title { font-size: 20px !important; } .pp-multiple-authors-boxes-wrapper.box-post-id-45383.pp-multiple-authors-layout-boxed.multiple-authors-target-shortcode.box-instance-id-1 .box-header-title { font-weight: bold !important; } .pp-multiple-authors-boxes-wrapper.box-post-id-45383.pp-multiple-authors-layout-boxed.multiple-authors-target-shortcode.box-instance-id-1 .box-header-title { color: #000000 !important; } .pp-multiple-authors-boxes-wrapper.box-post-id-45383.pp-multiple-authors-layout-boxed.multiple-authors-target-shortcode.box-instance-id-1 .pp-author-boxes-avatar img { border-style: none !important; } .pp-multiple-authors-boxes-wrapper.box-post-id-45383.pp-multiple-authors-layout-boxed.multiple-authors-target-shortcode.box-instance-id-1 .pp-author-boxes-avatar img { border-radius: 5% !important; 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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, Clocktower Technology Ventures, Coatue, Chicago Ventures and 4 more.
Who are M1's competitors?
Competitors of M1 include MoneyLion, Public, December & Company, Monzo, Webull 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
ONE serves as a financial technology company that provides banking services through a digital platform. The company offers services including debit rewards, credit score monitoring, credit building loans, and savings accounts. ONE serves individuals looking to manage finances. ONE was formerly known as Even. It was founded in 2022 and is based in New York, New York.
Wizest is an investing app operating in the financial services sector that allows users to invest by copying portfolios. The platform provides savings accounts and access to financial advisors who manage investments for users. Wizest primarily serves individual investors seeking guidance in building wealth through the stock market. It was founded in 2019 and is based in Cleveland, Ohio.

Varo is a digital bank that focuses 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.

Tala provides digital financial services. The company offers a money app that facilitates access to credit, payments, savings, and transfers, utilizing artificial intelligence (AI) and machine learning to create financial experiences. Tala primarily serves individuals seeking services beyond traditional banking. It was founded in 2011 and is based in Santa Monica, California.
Newsy Stock is a financial services company that specializes in investment products and services. The company offers financial services including stock market analysis, portfolio management, and investment strategy tools. Newsy Stock caters to a diverse clientele, providing tools and services to both retail and institutional investors. It is based in Seoul, South Korea.

Acorns focuses on microinvesting 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.
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