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.

Screenshots and Video

M1 Finance Screenshot 1

Company Facts

Company Name:
M1 Finance
Date Founded:
2015
Company Location:
United States
Company Website:
www.m1finance.com

Product Details

Deployment
SaaS
iPhone
Android
Training Options
Documentation Hub
On-Site Training
Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

M1 Finance Categories and Features

More M1 Finance Categories

M1 Finance Customer Reviews

Write a Review
  • Reviewer Name: Nathaniel G.
    Position: BI Developer II
    Has used product for: 2+ Years
    Uses the product: Weekly
    Org Size (# of Employees): 500 - 999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    M1 is Great for it's purpose!

    Date: Aug 06 2023
    Summary

    Overall I really enjoy using the platform and I've recommended it to several people. I think it's a great model for keeping and growing their business with all the additional financial tools to help grow wealth for it's users that take advantage of all it's offerings.

    Positive

    This is a nice all in one investing solution that allows you to participate in the market no matter how much money you have to get started. Between the fractional shares, low fee structure and the additional services (saving, borrow, spend and now crypto pies) I can see myself staying with M1 and enrolling in more products. I started out investing, this year I opened a savings account, later this year I plan to get the M1 rewards account and possibly a margin loan.

    Negative

    The two things I don't see that I wish they would add is international exposure/ emerging markets.

    An option to set orders at specific prices, I know the platform is designed for non technical people but for those of us that like to set lower target prices it would be nice to have that option.

    Read More...
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