M1 was founded in 2015 and became a unicorn in 2021, reaching the milestone in 6 years. It raised its 1st funding round 1 year after its incorporation.

M1 is headquartered in Chicago, United States.

Who is the current CEO of M1?

Brian Barnes and Ohad Dell s of M1. Brian Barnes has also founded 1 company.

How many employees does M1 have?

As of Feb 28, 2026, the latest employee count at M1 is 82.

Is M1 a funded company?

M1 is a funded company, having raised a total of $333M across 6 funding rounds to date. The company's 1st funding round was a $9M Series A round, raised on Sep 09, 2016.

How much is M1 worth?

The latest valuation of M1 is $1.45B as of Jul 14, 2021.

When was the latest funding round of M1?

M1's latest funding was a $150M Series E round on Jul 14, 2021, with participation from 1 investor.

Is M1 a Investment Tech company?

The primary sector of M1 is Investment Tech.

Where does M1 rank among its competitors?

M1 ranks 2nd amongst 129 active competitors, of which 35 are funded. It stands 3rd in terms of total funding among its competitors. The most recent competitor to raise funding was BrightPlan, which secured $4.02M in Jan, 2026.

Who are the top competitors of M1?

M1's top competitors include Betterment, Stash and Wealthfront. Among them, BrightPlan secured the most recent funding round in January, 2026.

M1 - 2026 Company Profile, Team, Funding & Competitors

M1 is a series E company based in Chicago (United States), founded in 2015 by Brian Barnes and Ohad Dell. It operates as a Provider of an investment and lending platform for securities. M1 has raised $333M in funding from Left Lane and SoftBank Vision Fund, with a current valuation of $1.45B. The company has 129 active competitors, including 35 funded and 9 that have exited. Its top competitors include companies like Betterment, Stash and Wealthfront.

Sectors and market segments that M1 operate in

M1 serves in the FinTech market segments.The primary business model of M1 is:

FinTech > Investment Tech > ***** **** > ***** ******

Company Details

Provider of an investment and lending platform for securities. It enables investors to invest, borrow, and spend on one intuitive platform. Its features include customized strategies, automated investment, digital account checking, and wealth management tools. It offers investment loans based on a line of credit. It is available on iOS and Android platforms.

Website: m1.com
Social
Email ID: *****@m1finance.com

Key Metrics

Founded Year

2015

Location

Chicago, United States

Stage

Series E

Total Funding

$333M in 6 rounds

Latest Funding Round

Series E, Jul 14, 2021, $150M

Post Money Valuation

$1.45B as on Jul 14, 2021

Investors

Left Lane & 10 more

Ranked

2^nd among 129 active competitors

Employee Count

82 as on Feb 28, 2026

Similar Companies

Betterment & 550 more

View M1's full profile

M1 is associated with 2 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
M1 Holdings Inc CIN: 5699248 , United States, Active	Feb 24, 2015	-	-	-
M1 HOLDINGS INC. CIN: 651679 , United States, Active	Dec 18, 2020	-	-	-

M1 has raised a total funding of $333M over 6 rounds. Its first funding round was on Sep 09, 2016. Its latest funding round was a Series E round on Jul 14, 2021 for $150M. 1 investor participated in its latest round. M1 has 11 institutional investors.

Here is the list of recent funding rounds of M1:

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Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jul 14, 2021	$150M	Series E	$1.45B	-	SoftBank Vision Fund	-
Mar 09, 2021	$75M	Series D	$1.45B	-	Left Lane	Clocktower Ventures, Coatue
Oct 14, 2020	$49.8M	Series C	-	-	Left Lane	Jump Capital, Clocktower Ventures, Chicago Ventures

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View details of M1's funding rounds and investors

The founders of M1 are Brian Barnes and Ohad Dell. Ohad Dell and Brian Barnes are the CEOs of M1.

Here are the details of M1's key team members:

Brian Barnes: Co-Founder & Co-CEO of M1. They serve on the board of 1 company.
Contact Info: 1 email address
Ohad Dell: Co-Founder & Co-CEO of M1.

M1's Board of Directors

M1's board has 10 active members. Brian Spaly, Brian Barnes, Harley Miller, Dan Ahrens, Sam M, Michael Savino, Ilan Shalit, KJ Chua, Christine Larsen and Daniel Senft are independent board members.

Here is the list of M1's board of directors:

Name	Type	Representing	Status	Duration
Brian Spaly	Independent board member	-	Current	7y 10m
Brian Barnes	Independent board member	-	Current	7y 10m
Harley Miller	Independent board member	-	Current	5y 3m
Dan Ahrens	Independent board member	-	Current	5y 9m
Sam M	Independent board member	-	Current	7y 10m
Michael Savino	Independent board member	-	Current	7y 10m
Ilan Shalit	Independent board member	-	Current	5y 9m
KJ Chua	Independent board member	-	Current	4y 5m
Christine Larsen	Independent board member	-	Current	4y 5m
Daniel Senft	Independent board member	-	Current	4y 11m

View details of M1's Founder profiles and Board Members

M1's employee count trend

M1 has 82 employees as of Feb 26. Here is M1's employee count trend over the years:

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Top competitors of M1 include Betterment, Stash and Wealthfront. Here is the list of Top 10 competitors of M1, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Betterment 2010, New York City (United States), Series F	App-based automated investment and retirement planning platform	$335M	Kinnevik, Francisco Partners & 42 others	80/100
2nd	M1 2015, Chicago (United States), Series E	Provider of an investment and lending platform for securities	$333M	Toba Capital, Coatue & 9 others	72/100
3rd	Stash 2015, New York City (United States), Series H	Automated investment and robo-advisory platform	$747M	Goodwater Capital, Union Square Ventures ... & 21 others	72/100
4th	Wealthfront 2008, Palo Alto (United States), Public	Robo advisor and financial planning platform	$205M	Index Ventures, Ribbit Capital & 32 others	71/100
5th	SigFig 2011, San Francisco (United States), Series E	Intelligent financial solutions and personalized advice for enterprises and individual investors	$117M	Union Square Ventures, General Atlantic & 12 others	63/100
6th	BrightPlan 2016, San Jose (United States), Series B	Goal-based robo advisoy platform	$48.1M	The Cynosure Group, Fremont Group & 1 others	63/100
7th	Ellevest 2014, New York City (United States), Acqui-Hired	App-based automated investment platform for women	$155M	Morningstar, Rethink Impact & 47 others	61/100
8th	Unifimoney 2019, Mill Valley (United States), Seed	App-based Robo-advisory platform for individuals	$10M	Hard Yaka, Altair Capital & 6 others	59/100
9th	Powder 2023, Los Altos (United States), Seed	Provider of generative AI co-pilot for wealth advisors	$5.5M	Y Combinator, Elefund & 10 others	59/100
10th	Plenty 2022, San Francisco (United States), Acquired	AI-driven robo advisory platform for couples	$7.75M	Inovia Capital, Phenomenal Ventures & 9 others	58/100