M1 Finance Reviews & Ratings

M1 Finance

5.0 out of 5 stars

Ratings and Reviews 1 Rating

Total 5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 4 out of 5 stars
support 4 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • eToro Reviews & Ratings
    4.0 out of 5 stars 32,208 Ratings
  • Sharesight Reviews & Ratings
    4.0 out of 5 stars 566 Ratings
    Company Website for Sharesight
  • IUX Reviews & Ratings
    4.0 out of 5 stars 968 Ratings
    Company Website for IUX
  • Capitalcore Reviews & Ratings
    5.0 out of 5 stars 90 Ratings
    Company Website for Capitalcore
  • Vantage Reviews & Ratings
    4.4 out of 5 stars 15,963 Ratings
    Company Website for Vantage
  • Monarch Money Reviews & Ratings
    4.9 out of 5 stars 139,855 Ratings
    Company Website for Monarch Money
  • Bryt Software Reviews & Ratings
    4.8 out of 5 stars 19 Ratings
    Company Website for Bryt Software
  • CareLineLive Reviews & Ratings
    4.7 out of 5 stars 182 Ratings
    Company Website for CareLineLive
  • Acadia Reviews & Ratings
    5.0 out of 5 stars 3 Ratings
    Company Website for Acadia
  • Mortgage Automator Reviews & Ratings
    4.9 out of 5 stars 198 Ratings
    Company Website for Mortgage Automator

What is M1 Finance?

Streamline your financial management, encompassing investments, loans, and expenditures, all through one cohesive platform. You set the financial goals that matter to you, while we handle the automation processes for you. With an intuitive and free app, M1 manages routine activities, freeing you to concentrate on your larger financial aspirations. Achieve the perfect mix of personalization and automation as you navigate your financial choices. By reducing management fees, you gain additional resources to allocate toward your future investments. Acknowledging that your time is as valuable as your money, you make critical decisions, and we manage the finer points. You recognize that building true wealth is rooted in steady investing rather than fleeting trading or neglected retirement accounts. Our service is crafted to be adaptable, fitting your unique circumstances, and is heavily automated for your convenience. Your finances are strategically invested in a way that aligns with your preferences, all without incurring any fees. Take advantage of a flexible credit line offered at an incredibly low interest rate, enabling you to borrow against your investments with ease. Embrace the finest elements of digital banking, seamlessly integrating with your investment approach, empowering you to optimize every dollar effectively. This method simplifies financial oversight while simultaneously boosting your prospects for sustainable growth over the long term. The combination of these features ensures that you are not only managing your money but also strategically positioning yourself for future success.

What is Betterment?

Betterment is one of the most recognized digital wealth management platforms, built to help individuals achieve financial growth with less effort and more confidence. It delivers automated investing through expert-designed, globally diversified portfolios while layering in advanced tax-saving tools like tax-loss harvesting, tax coordination across accounts, and automatic dividend reinvestment. Users also benefit from a high-yield cash account offering competitive APYs, seamless transfers, and FDIC insurance of up to $2 million—eight times more than most banks. Retirement planning is a core strength of Betterment, with options including Traditional IRAs for upfront tax deductions, Roth IRAs for long-term tax-free growth, and SEP IRAs ideal for entrepreneurs and small-business owners. The platform also provides simple, guided rollovers from old 401(k)s and higher-cost IRA accounts into Betterment-managed IRAs, helping investors consolidate assets, reduce unnecessary fees, and unlock more efficient portfolio growth. With its personalized calculators, goal trackers, and smart portfolio recommendations, Betterment adjusts strategies as life circumstances evolve, ensuring users stay on target for retirement milestones. Investors seeking hands-on support can upgrade to Premium, where Certified Financial Planners (CFPs) provide tailored advice on complex financial questions. By blending automation with human expertise, Betterment offers both convenience and personalized care for a broad range of savers. The platform’s easy-to-use interface, transparent pricing, and strong track record make it a trusted partner for over a million customers. Ultimately, Betterment combines technology, guidance, and innovation to create a modern way to invest, save, and prepare for retirement.

Media

Media

Integrations Supported

Option Alpha
QuickBooks Online
The Dividend Tracker

Integrations Supported

ADP Workforce Now
Ascentis
Bennie
Dayforce
Era
Numeric
Paychex Flex
Paylocity
RightCapital
Rippling
Utluna
Workday Financial Management
Workday HCM

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

M1 Finance

Date Founded

2015

Company Location

United States

Company Website

www.m1finance.com

Company Facts

Organization Name

Betterment

Date Founded

2010

Company Location

United States

Company Website

www.betterment.com

Categories and Features

Categories and Features

401(k)

Not specified

Popular Alternatives

Popular Alternatives

Acorns Reviews & Ratings

Acorns

5.0 out of 5 stars
Titan Reviews & Ratings

Titan

5.0 out of 5 stars
Spaceship Reviews & Ratings

Spaceship

Spaceship Capital Limited
Webull Reviews & Ratings

Webull

5.0 out of 5 stars
Fidelity Reviews & Ratings

Fidelity

Fidelity Investments
4.7 out of 5 stars