M1 Finance

GPTKB entity

Statements (56)
Predicate Object
gptkbp:instanceOf gptkb:financial_services_company
gptkbp:AUM over $6 billion (2023)
gptkbp:businessModel commission-free investing
gptkbp:CEO gptkb:Brian_Barnes
gptkbp:fareControl M1 Plus annual fee
no trading commissions
gptkbp:founded 2015
gptkbp:founder gptkb:Brian_Barnes
gptkbp:fundedBy venture funded
gptkbp:headquartersLocation gptkb:Chicago,_Illinois,_United_States
https://www.w3.org/2000/01/rdf-schema#label M1 Finance
gptkbp:industry gptkb:financial_technology
investment management
gptkbp:mediaCoverage gptkb:Forbes
gptkb:CNBC
gptkb:Business_Insider
gptkb:TechCrunch
gptkbp:minimumAccountBalance $100
gptkbp:minimumRetirementAccountBalance $500
gptkbp:mobileAppAvailable gptkb:Android
gptkb:iOS
gptkbp:notableInvestment gptkb:Jump_Capital
gptkb:Chicago_Ventures
gptkb:Clocktower_Technology_Ventures
gptkb:Coatue_Management
gptkb:Left_Lane_Capital
gptkb:Bain_Capital_Ventures
gptkbp:notableProduct gptkb:M1_Borrow
gptkb:M1_Invest
gptkb:M1_Plus
gptkb:M1_Spend
gptkbp:numberOfEmployees over 300 (2023)
gptkbp:offersService cash management
fractional shares
retirement accounts
checking accounts
robo-advisory
automated investing
lines of credit
brokerage accounts
gptkbp:parentCompany gptkb:M1_Holdings_Inc.
gptkbp:regulates gptkb:FINRA
gptkb:SEC
gptkb:SIPC
gptkbp:targetUser gptkb:Roth_IRA
gptkb:SEP_IRA
over 500,000 (2023)
401(k) rollover
custodial account
individual brokerage
joint brokerage
traditional IRA
trust account
gptkbp:website https://www.m1.com/
gptkbp:bfsParent gptkb:Plaid
gptkbp:bfsLayer 5