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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 CUSP Wealth?

CUSP is a DFSA-regulated investment platform that empowers individuals in the UAE to build long-term wealth without any trading fees.* By blending human insight with cutting-edge AI, CUSP offers tailored portfolios and valuable investment guidance, granting effortless access to an extensive array of over 10,000 global assets, including U.S. stocks and ETFs, all free of trading commissions.* Dedicated to transparency and innovation, CUSP also presents Shariah-compliant investment options, enabling investors to ethically grow their wealth while adhering to their principles. Whether you're starting your investment journey or looking to improve your current portfolio, CUSP streamlines the wealth-building process, fostering confidence and a personalized touch throughout. With CUSP, navigating the investment world becomes a straightforward and reassuring experience, making it an ideal choice for both novice and seasoned investors alike. *T&C apply. All investments, including those that are Shariah-compliant, carry risks, including the possibility of capital loss. For detailed information on risks and eligibility, please refer to our Terms and Conditions.

Media

Media

No images available

Integrations Supported

Option Alpha
QuickBooks Online
The Dividend Tracker

Integrations Supported

Option Alpha
QuickBooks Online
The Dividend Tracker

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

M1 Finance

Date Founded

2015

Company Location

United States

Company Website

www.m1finance.com

Company Facts

Organization Name

CUSP Wealth

Date Founded

2025

Company Location

Unitied Arab Emirates

Company Website

cuspwealth.com

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