M1 (Financial Software) Overview

  • Year Founded
  • 2015

Year Founded

  • Status
  • Private

  • Employees
  • 289

Employees

  • Latest Deal Type
  • Series E

  • Latest Deal Amount
  • $150M

  • Investors
  • 12

M1 (Financial Software) General Information

Description

Developer of an app-based money management platform designed to help manage and grow money with control and automation for free. The company's platform guides to invest in custom stock and ETF portfolios, borrow a low-cost line of credit and conduct digital banking services that integrate with investments, enabling users to improve their financial well-being by investing in digital checking and lines of credit.

Contact Information

Website
www.m1.com
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Corporate Office
  • 200 North LaSalle Street
  • Suite 800
  • Chicago, IL 60601
  • United States
+1 (312) 000-0000

M1 (Financial Software) Timeline

2021202220232024
Financing RoundCaptured Employee CountEstimated Employee Growth

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M1 (Financial Software) Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
6. Later Stage VC (Series E) 14-Jul-2021 $150M 00000 00.000 Completed Generating Revenue
5. Later Stage VC (Series D) 09-Mar-2021 0000 00000 00000 Completed Generating Revenue
4. Later Stage VC (Series C) 24-Nov-2020 000.00 00000 00000 Completed Generating Revenue
3. Later Stage VC (Series B) 09-Jun-2020 0000 000.00 00000 Completed Generating Revenue
2. Early Stage VC (Series A) 19-Jul-2018 $16.2M $25.2M 000.00 Completed Generating Revenue
1. Seed Round $9M $9M Completed Startup
To view M1 (Financial Software)’s complete valuation and funding history, request access »

M1 (Financial Software) Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Series E 00,000,000 00.000000 00 000.00 000.00 00 000.00 00.00
Series D 0,000,000 00.000000 00 00.00 00.00 00 00.00 0.000
Series C 0,000,000 00.000000 00 00.00 00.00 00 00.00 0.000
Series B 00,000,000 00.000000 00 00.00 00.00 00 00.00 00.000
Series A 00,000,000 00.000000 00 00.00 00.00 00 00.00 00.000
Series FP-3 0,000,000 00.000000 00 00.0 00.0 00 00.0 0.000
Series FP-2 3,000,000 $0.001000 8% $0.4 $0.4 1x $0.4 2.95%
Series FP-1 16,455,534 $0.001000 8% $0.06 $0.06 1x $0.06 16.2%
To view M1 (Financial Software)’s complete cap table history, request access »

M1 (Financial Software) Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of an app-based money management platform designed to help manage and grow money with control and automation f
Financial Software
Chicago, IL
289 As of 2024
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00.000 0000-00-00
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000000000 00000000
Dubai, United Arab Emirates
00 As of 0000
000.00
000000000000 000.00

00000

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000000000 00000000
London, United Kingdom
0000 As of 0000
00.000
00000 00000
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M1 (Financial Software) Competitors (60)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Sarwa Venture Capital-Backed Dubai, United Arab Emirates 00 000.00 000000000000 000.00
Monzo Venture Capital-Backed London, United Kingdom 0000 00.000 00000 00000
Wealthfront Venture Capital-Backed Palo Alto, CA 000 00000 00000000000 00000
Addepar Venture Capital-Backed Mountain View, CA 000 00000 00000000000 00000
Nest Wealth Formerly VC-backed Toronto, Canada 00 00.000 000000&0 00.000
You’re viewing 5 of 60 competitors. Get the full list »

M1 (Financial Software) Executive Team (9)

Name Title Board Seat Contact Info
Brian Barnes Founder, Chief Executive Officer & Board Member
Caleb Matheny Chief Financial Officer
Steven Gall Chief Technology Officer
Maria Selvaggio Vice President of People
You’re viewing 4 of 9 executive team members. Get the full list »

M1 (Financial Software) Board Members (10)

Name Representing Role Since
Brian Barnes M1 (Financial Software) Founder, Chief Executive Officer & Board Member 000 0000
Christine Larsen Self Board Member 000 0000
Dan Aherns Self Board Member 000 0000
Daniel Senft Coatue Management Board Member 000 0000
Harley Miller Left Lane Capital Board Member 000 0000
You’re viewing 5 of 10 board members. Get the full list »

M1 (Financial Software) Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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M1 (Financial Software) Investors (12)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Starting Line Venture Capital Minority 000 0000 000000 0
Toba Capital Venture Capital Minority 000 0000 000000 0
Coatue Management PE/Buyout Minority 000 0000 000000 0
SoftBank Investment Advisers Growth/Expansion Minority 000 0000 000000 0
AMK Investment Office Family Office Minority 000 0000 000000 0
You’re viewing 5 of 12 investors. Get the full list »

M1 (Financial Software) Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
First National Bank of Buhl 25-Oct-2021 0000000000 Regional Banks 00000 000
To view M1 (Financial Software)’s complete acquisitions history, request access »

M1 (Financial Software) Subsidiaries (1)

Company Name Industry Location Founded
First National Bank of Buhl Regional Banks Mountain Iron, MN 0000
To view M1 (Financial Software)’s complete subsidiaries history, request access »

M1 (Financial Software) FAQs

  • When was M1 (Financial Software) founded?

    M1 (Financial Software) was founded in 2015.

  • Who is the founder of M1 (Financial Software)?

    Brian Barnes is the founder of M1 (Financial Software).

  • Who is the CEO of M1 (Financial Software)?

    Brian Barnes is the CEO of M1 (Financial Software).

  • Where is M1 (Financial Software) headquartered?

    M1 (Financial Software) is headquartered in Chicago, IL.

  • What is the size of M1 (Financial Software)?

    M1 (Financial Software) has 289 total employees.

  • What industry is M1 (Financial Software) in?

    M1 (Financial Software)’s primary industry is Financial Software.

  • Is M1 (Financial Software) a private or public company?

    M1 (Financial Software) is a Private company.

  • What is the current valuation of M1 (Financial Software)?

    The current valuation of M1 (Financial Software) is 00.000.

  • What is M1 (Financial Software)’s current revenue?

    The current revenue for M1 (Financial Software) is 000000.

  • How much funding has M1 (Financial Software) raised over time?

    M1 (Financial Software) has raised $333M.

  • Who are M1 (Financial Software)’s investors?

    Starting Line, Toba Capital, Coatue Management, SoftBank Investment Advisers, and AMK Investment Office are 5 of 12 investors who have invested in M1 (Financial Software).

  • Who are M1 (Financial Software)’s competitors?

    Sarwa, Monzo, Wealthfront, Addepar, and Nest Wealth are some of the 60 competitors of M1 (Financial Software).

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