M1 Finance, headquartered in United States, remains privately held in the fintech (robo-advisory brokerage, borrowing, banking) space. Investors last valued the company at $1.4B. The stock is not listed on any public market.
1 valuation. The latest, $1.4B post-money, was set by the Series E in Jul 2021.
Chicago VenturesLEAD
Coatue ManagementLLeft Lane CapitalJJump CapitalCClocktower Technology VenturesChicago VenturesM1 Finance combines investing, borrowing and cash management into one app, letting users build automated stock and ETF portfolios, take out personal loans of $2,500 to $50,000, and earn interest through a high-yield cash account. Brokerage products run through M1 Finance LLC, an SEC-registered broker-dealer and FINRA/SIPC member, while other services sit under sibling entities M1 Spend LLC and M1 Advisory Services LLC, all under parent M1 Holdings Inc.
Founded in 2015 and based in Chicago, M1 has attracted more than 1 million users and rates 4.5 on the Google Play store. Investopedia named it Best for Sophisticated Investors and Cryptocurrency Portfolio Selection in 2026, and M1 charges no commission, trading or management fees on self-directed brokerage accounts.
Listed funds carry late-stage private names. A fund's latest schedule of investments shows whether it holds M1 Finance.
Often trade at a premium or discount to NAV.
Platforms match existing holders with buyers. M1 Finance availability at any moment is set by the holders.
High minimums, transfer approval, company right-of-first-refusal.
Valuations, rounds and IPO status for every company in the directory — M1 Finance included.
The routes section explains what is realistically available for a company at this stage.
No. M1 Finance is a private company; its shares do not trade on a public exchange.
The last valuation is $1.4B.
Lead investors for each round are in the funding timeline.
Perpetual markets for stocks, gold, indices and pre-IPO names — settled on-chain, no wallet-to-exchange transfers.
