M1 | Investing & Banking

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Chief Technology Officer

Steven Gall

Owner

Tx Ny

Head of Business Development

Hunt Kingsbury

Marketing Director

Alex Leiding

GM, Spend

Ben Reid

Director of Brand

Brian Doherty

Marketing and Product

Director of Engineering

Chris Heikkinen

Harley Miller

Dan Ahrens

Brian Barnes

Founder & CEO

Bob Armour

Chris Morgan

Director of Acquisition Marketing

Marija Spaic

Software Engineering Manager

Caleb Matheny

Drishay Menon

Group Product Manager

United States Finance Companies (Top 10K)

Financial Services Companies With More Than $1M in Revenue (Top 10K)

Wealth Management Companies With Less Than $500M in Revenue (Top 10K)

Great Lakes Companies With Less Than $10M in Revenue (Top 10K)

M1 is a personal finance platform made for the modern era, uniting individual perspective with automated ease. Hundreds of thousands of investors have taken control of their long-term wealth with M1 and have already trusted us with over $6 billion of assets. As the Finance Super App™, we empower financial well-being with all the tools to invest, borrow, and spend: low-cost borrowing, high interest checking, and high cash back Visa® debit and credit card rewards. M1 has 35,000+ 5-star customer reviews on the App Store and Google Play and has been recognized as a top app for investors: Investopedia’s 2022 Best for Sophisticated Investors and Best for Low Costs, Money’s 7 Best Robo-Advisors 2021, Yahoo!’s Best Free Trading Platforms in 2021, and The Ascent’s (Motley Fool) Best Investment Apps for 2021. The company was also named one of CB Insights’ Top Fintech Companies of 2021. Find out more at m1.com.

SoftBank Vision Fund

Series E - M1 Holdings

Coatue

Series D - M1 Holdings

Left Lane Capital

Series C - M1 Holdings

Series B - M1 Holdings

Series A - M1 Holdings

Seed Round - M1 Holdings

Computer and Software Products and Electrical and Scientific Products

Chicago

Illinois

United States

North America

M1 Holdings

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An account offering interest on cash balances with no minimum balance requirement or limit on withdrawals. Accounts are FDIC-insured up to $3.75 million.

Allows borrowing against 50% of a portfolio's value at competitive rates, without paperwork. Not available for retirement and custodial accounts.

A credit card offering up to 10% cash back on eligible purchases. Rewards can be automatically reinvested into the portfolio.

A savings account offering a high interest rate, with FDIC insurance up to $5 million through B2’s insured deposit network program.

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Asia

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M1 Finance is a fast-growing American financial services company and personal finance platform. Founded in 2015, the company offers a robo-advisory investment platform with brokerage accounts, digital checking accounts, and lines of credit. It provides an electronic trading platform for the trade of financial assets, margin lending, automatic rebalancing services, automatic dividend reinvestment services, and cash management services including debit cards.

M1 Finance

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M1 Finance