M1 Finance
Financial Software · Illinois, United States · 201-500 Employees
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Overview
Headquarters
200 N La Salle St Ste 800, Chicago, Illi...Phone Number
(312) 600-6668Website
www.m1.comRevenue
$197.5 MillionIndustry
About M1 Finance
M1 Finance is an AI-powered wealth management platform that offers a comprehensive suite of financial services including investing, saving, and borrowing. The platform provides fiduciary advice through M1 Advisor, allowing clients to automate their investments and manage their portfolios effectively. With over 400,000 clients and more than $14 billion in assets, M1 caters to long-term investors seeking a user-friendly and integrated financial solution. The company emphasizes transparency and control, enabling users to connect external accounts for personalized financial advice.Explore more
SIC Code 62,628NAICS Code 52,523Show moreM1 Finance Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
M1 Finance
$197.5M
201-500
Private
$319.2M
2015
MG
Marcelo GolegãFounder & Chief Financial Officer & Chief Financial Officer, As A Service B2B
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M1 Finance is an AI-powered wealth management platform that offers a comprehensive suite of financial services including investing, saving, and borrowing. The platform provides fiduciary advice through M1 Advisor, allowing clients to automate their investments and manage their portfolios effectively. With over 400,000 clients and more than $14 bill... Read More