Company

M1 Finance

Rocket Ship Rating

Rocket Ship Rating: 96 out of 100

Sophisticated wealth building, simplified

Also known as M1, M1 Finance LLC, M1 Holdings Inc.

Banking & lending
Wealth & investing

Status: Operatingas of 2026-09-19
Business model: B2C
Headquarters: Chicago, IL, United States
Founded: 2015
Customers: you, the investor
Legal name: M1 Holdings Inc.

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Record updated 28 September 2026

About

At M1, we think a balanced portfolio shouldn’t be taxing. Invest for the years ahead without stressing day-to-day.

Funding snapshot

Total raised: $309MSEC form D sum, as of 2026-09-28Source (opens in a new tab)
Latest round: Round, $150M2021-08-31

Funding rounds

Round, 2021: $150M2021-08-31, SEC form D sold, 13 investors
Round, 2021: $60M2021-03-05, SEC form D sold, 10 investors
Round, 2020: $49.8M2020-10-05, SEC form D sold, 14 investors
Round, 2020: $33.3M2020-05-28, SEC form D sold, 11 investors
Round, 2018: $16.2M2018-04-09, SEC form D sold, 17 investors

Products

Android: M1: Invest & Bank Smarter (opens in a new tab)
Ios: M1: Invest & Bank Smarter (opens in a new tab)