M1 Finance Overview

  • Founded
  • 2015
Founded
  • Status
  • Private
  • Employees
  • 266
Employees
  • Latest Deal Type
  • Series E
  • Latest Deal Amount
  • $150M
Latest Deal Amount
  • Investors
  • 10

M1 Finance General Information

Description

Developer of an app-based money management platform designed to help people manage and grow their money with control and automation for free. The company's platform helps 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

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Primary Office
  • 200 North LaSalle Street
  • Suite 800
  • Chicago, IL 60610
  • United States
+1 (312) 000-0000

M1 Finance Timeline

2018201920202021
Financing RoundCaptured Employee CountEstimated Employee Growth
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M1 Finance 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. Early 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 Finance’s complete valuation and funding history, request access »

M1 Finance 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 Finance’s complete cap table history, request access »

M1 Finance 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 people manage and grow their money with control and
Financial Software
Chicago, IL
266 As of 2021
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0.000 0000-00-00
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000000000 00000000
San Francisco, CA
000 As of 0000
00000
0000000000 0 00000

00000000

met, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
000000000 00000000
Manchester, United Kingdom
000 As of 0000
000.00
0000000000 0 000.00
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M1 Finance Competitors (53)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Prosper Marketplace Venture Capital-Backed San Francisco, CA 000 00000 0000000000 0 00000
000000000 Venture Capital-Backed Manchester, United Kingdom 000 000.00 0000000000 0 000.00
0000000 Pending Transaction (M&A) Seattle, WA 0000 00000 000000000 00000
000000000 Corporate Backed or Acquired Vancouver, Canada 00 00.00 00000000000
00000 Venture Capital-Backed Abu Dhabi, United Arab Emirates 00 000.00 00000000000 000.00
You’re viewing 5 of 53 competitors. Get the full list »

M1 Finance Executive Team (9)

Name Title Board Seat Contact Info
Brian Barnes Founder, Chief Executive Officer & Board Member
Bob Armour Chief Marketing Officer
Steven Gall Vice President, Engineering
Caleb Matheny Vice President of Finance
Maria Selvaggio Vice President of People
You’re viewing 5 of 9 executive team members. Get the full list »

M1 Finance Board Members (10)

Name Representing Role Since
Brian Barnes M1 Finance Founder, Chief Executive Officer & Board Member 000 0000
Brian Spaly Chicago Ventures Board Member 000 0000
Christine Larsen M1 Finance Board Member 000 0000
Dan Aherns Self Board Member 000 0000
Daniel Senft Coatue Management Board Member 000 0000
You’re viewing 5 of 10 board members. Get the full list »

M1 Finance Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-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 Finance Investors (10)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Coatue Management PE/Buyout Minority 000 0000 000000 0
SoftBank Investment Advisers Venture Capital Minority 000 0000 000000 0
AMK Investment Office Family Office Minority 000 0000 000000 0
Chaifetz Group Family Office Minority 000 0000 000000 0
Nimble Ventures Family Office Minority 000 0000 000000 0
You’re viewing 5 of 10 investors. Get the full list »

M1 Finance Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000 0000000 25-Oct-2021 0000000000 Regional Banks 00000 000
To view M1 Finance’s complete acquisitions history, request access »

M1 Finance Subsidiaries (1)

Company Name Industry Location Founded
00000 00000000 000 Regional Banks Mountain Iron, MN 0000
To view M1 Finance’s complete subsidiaries history, request access »