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M1

M1

Private
Chicago, IllinoisFinTechhttps://m1.com/

Last Round

Series E

Jul 14, 2021

Est. Valuation

$1.45B

Total Funding Raised

$323.22M

Company Overview

M1 is a financial technology company that offers an automated money management platform for investing, borrowing, and digital banking services.

Sector

FinTech

Verticals

Wealth Management, Personal Finance, Investment Platforms, Digital Banking, Lending & Credit

Business Model

B2C

Customer Profile

Usage-Based SaaS, Payment Processing Fee, Subscription SaaS

AI Layer

Application

Keywords

automated investingrobo-advisorportfolio managementpersonal finance platformself-directed investingportfolio-backed loanneobankmargin lendinghigh-yield savingswealth managementpayment for order flowPFOFretirement account transferfintech appinvestment automation

Historical Pricing

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Caplight Momentum Score

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M1 Comparables

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M1 comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Wealthfront
85%
Betterment
85%
Acorns
83%

M1 Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series EJul 14, 2021
Series DMar 9, 2021
Series COct 14, 2020
Series BJun 9, 2020
Series AApr 9, 2018
Seed
Sep 9, 2016

Key People

Founding team and executive leadership

Brian Barnes

Founder And CEO

Founding Team

Steven Gall

Chief Technology Officer

Executive Team

Caleb Matheny

Chief Financial Officer

Executive Team

M1 Investors

Notable investors and investment history

M1 investors
InvestorRounds
SoftBank Investment AdvisersSeries E
Clocktower VenturesSeries C, Series B, Series E, Series D
Chicago VenturesSeries C, Series A
GaingelsSeries C
SoftBank GroupSeries E
Left Lane CapitalSeries E, Series C, Series B, Series D
50 South CapitalSeries C

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jul 14, 2021

    $150M round led by SoftBank Group

  • Mar 9, 2021

    $75M round led by Left Lane Capital.

M1 Filings

SEC and related filings with document metadata.

Data table
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M1 Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about M1's valuation, stock price, and market status.

Firmographic Details

HeadquartersChicago, Illinois
Employee Range238
Year Founded2015
Last FundingJul 14, 2021

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