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M1 Finance Stock

Automated Money Management Solutions

About M1 Finance Stock

Founded

2015

Headquarters

Chicago, IL, US

Notable Investor

Left Lane Capital

Total Funding

20.2M

M1 FINANCE: SIMPLE, CONVENIENT, FREE INVESTING M1 is a revolutionary investing tool where your money automatically and intelligently goes to work in the investments you want. Just pick your investments, deposit money, and let M1's intelligent automation take care of the rest. SIMPLE M1 makes it easy to be invested exactly the way you want. You can invest in any company or ETF that trades on the NYSE or NASDAQ. With our intuitive design, it's simple to build and organize your personalized investment portfolio. CONVENIENT Once you've built your custom portfolio, M1 is as easy to manage as a savings account. Just deposit or withdraw money and M1 intelligent automation does the work to keep your portfolio on track. You can also set up recurring funding to build your investments over time. NO FEES, NO COMMISSIONS, NO NONSENSE We charge no fees or commissions, so you can put your money toward your investments, not costly brokerage fees. Stop paying commissions and the high fees financial advisors and other brokerages charge and keep more of your hard-earned money. BRING YOUR RETIREMENT INTO FOCUS You'll have the ability to easily roll over existing 401(k)s into a low-cost IRA, seeking to maximize investment opportunities and lower your fees. Don't worry about the hassle of rollover paperwork because our Rollover Concierge team can guide you through the process. EXPERT PORTFOLIOS We offer dozens of professionally designed portfolios to help get you started. No matter your goal, we have an expert portfolio to meet your needs. You can use our expert portfolios for your entire portfolio or just a part - your choice. FRACTIONAL SHARES M1 puts every penny to work in your portfolio with fractional shares, ensuring that every dollar's potential is maximized. With M1, you're truly fully invested, because money will never sit idle. Fractional shares allow you to easily and inexpensively build a diversified portfolio. SERIOUS SECURITY Your security is extremely important to us. You can rest easy knowing all data transferred and stored is protected with best-in-class security standards, including 2048-bit encryption. Plus, as a member of the Securities Investor Protection Corporation (SIPC), all securities in your account are protected up to $500,000. (See http://www.sipc.org for more details.) DISCLAIMERS: To contact us, please email support@m1finance.com or use the Support Center in the application. These are investment products and are not FDIC insured or bank guaranteed. It is possible your investments could lose value. Diversification is not a guarantee of investment returns. This is not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where M1 Finance is not registered. Please note that retirement accounts may have additional fees. Market volatility, volume, and system availability may delay account access and trade executions. Please note that traditional IRA withdrawals are subject to ordinary income tax and, if taken prior to age 59 1/2, may be subject to a 10% Federal tax penalty. © M1 Finance LLC, Member FINRA / SIPC

Investors in M1 Finance

Discover investors in M1 Finance stock and explore their portfolio companies

M1 Finance Management

Leadership team at M1 Finance

Chief Executive Officer

Brian Barnes

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Accredited investors can buy pre-IPO stock in companies like M1 Finance through EquityZen funds. These investments are made available by existing M1 Finance shareholders who sell their shares on our platform. Typically, these are early employees who need to fund a life event – house, education, etc. Accredited investors are then offered the opportunity to invest in this stock through a fund, like those used by hedge funds serving large investors. While not without risk, investing in private companies can help investors reach goals of portfolio diversification, access to potential growth and high potential return. Learn more about our Guided Investment process here.

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