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Secondary marketplace / Trade private companies / Buy and sell M1 Finance stock
M1 Finance

M1 Finance stock

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Lowest ask
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Last matched price
$XXXX
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M1 Finance stock price

Trade metrics

Market activity 2
Limited
Active bids
XX
Active asks
XX
Highest bid price
$ XXX.XX
Lowest ask price
$ XXX.XX
Total bids
$XXX
Total asks
$XXX
Last matched price
$ XXX.XX
xx/xx/xxxx
Last matched valuation
$ XXX.XX
xx/xx/xxxx

Price history chart

7D
1M
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Forge Price
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Forge Price valuation
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M1 Finance stock FAQs

To buy and sell M1 Finance stock

Can you buy M1 Finance stock?

As M1 Finance is not publicly traded, purchasing its stock is not available to everyone. To buy the stock of a private companies like M1 Finance, you must be an accredited investor. If you meet the accreditation criteria, you can register for Forge to buy private market stock on our secondary marketplace. If you are not accredited, find out how to begin the process and qualify for new investment opportunities.

How to buy M1 Finance stock?

To invest in a private company like M1 Finance through Forge, you must first qualify as an accredited investor. Create your account. Verify your identity and accreditation status to access Forge’s real-time marketplace.

  1. Explore opportunities. Browse companies with active bids and asks, plus data-driven pricing insights like historical trades and Forge Price™.
  2. Submit or negotiate a bid. Place a bid or engage with existing asks—self-directed and fully transparent.
  3. Complete your trade. Forge handles paperwork and approvals, with settlement typically in 45-60 days.
If you’d like additional guidance, Forge private market specialists are available to help.

Can you sell M1 Finance stock?

Yes, as a shareholder, you may be able to sell your M1 Finance shares through Forge’s private market platform—subject to company policies and market interest.

To get started:

  1. Create a Forge account and complete identity and ownership verification.
  2. Submit a sell order (ask) by specifying your desired price, quantity and share class.
  3. Forge will work to match your order with interested buyers in the marketplace.
  4. If a match occurs, Forge coordinates the necessary company approvals and compliance checks, including any transfer restrictions or right of first refusal (ROFR) processes M1 Finance may have in place.
Please note that the ability to complete a transaction depends on M1 Finance’s secondary trading policies, available demand and transaction approvals. While liquidity is not guaranteed, listing your shares on Forge allows you to signal interest and potentially connect with qualified buyers.

How to sell M1 Finance stock?

  1. Create a free Forge account to access Forge’s next generation marketplace
  2. Explore potential demand for your shares and view live market interest
  3. Use proprietary pricing insights and market data to assess timing and valuation
  4. Submit an indication to sell, negotiate terms, complete the transaction and receive your payment

To learn more about M1 Finance stock

Is M1 Finance a public company?

No, M1 Finance is a privately held company and is currently not publicly traded on any stock markets including NYSE or NASDAQ.

What is M1 Finance’s stock price?

M1 Finance is a privately held company and therefore does not have a public stock price. However, you may access M1 Finance private market stock price with Forge Data.

What is M1 Finance’s stock ticker symbol?

M1 Finance does not have an official ticker symbol because this company is not currently publicly traded.

Can institutional investors buy and sell private market stocks?

Yes. As one of the largest trading platform for the private market, Forge helps institutional investors seek liquidity as they buy and sell private stock for their portfolios or their clients. Our private market specialists have decades of experience working with institutional firms. Learn more or register today to get started.

M1 Finance funding rounds and valuation

Total funding $332.64MM

Funding history chart

Funding round details

Funding Date Share Class Amount Raised Price Per Share Post-Money Valuation 3 Key Investors
07/14/2021 Series E $150MM $14.06 $1.42B Chaifetz Group, Clocktower Technology Partners, Left Lane Capital, Softbank
Price Per Share
$14.06
Shares Outstanding
10,665,559
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Chaifetz Group, Clocktower Technology Partners, Left Lane Capital, Softbank
03/09/2021 Series D $75MM $8.69 $791.95MM Clocktower Technology Ventures, Coatue, Left Lane Capital
Price Per Share
$8.69
Shares Outstanding
8,631,418
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Clocktower Technology Ventures, Coatue, Left Lane Capital
10/14/2020 Series C $49.77MM $5.52 $454MM Clocktower Technology Partners, Jump Capital, Left Lane Capital
Price Per Share
$5.52
Shares Outstanding
9,008,470
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Clocktower Technology Partners, Jump Capital, Left Lane Capital
06/10/2020 Series B $34.57MM $1.98 $140.07MM Clocktower Technology Partners, Jump Capital, Left Lane Capital
Price Per Share
$1.98
Shares Outstanding
17,500,492
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Clocktower Technology Partners, Jump Capital, Left Lane Capital
04/09/2018 Series A $20.05MM $1.12 $58.73MM Undisclosed Investors
Price Per Share
$1.12
Shares Outstanding
17,857,727
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Undisclosed Investors
11/14/2016 Series FP-2 $1.2MM $0.40 $31.39MM Chicago Ventures
Price Per Share
$0.40
Shares Outstanding
3,000,000
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Chicago Ventures
11/14/2016 Series FP-3 $1.15MM $0.60 $31.39MM Chicago Ventures
Price Per Share
$0.60
Shares Outstanding
1,918,381
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Chicago Ventures
11/14/2016 Series FP-1 $905,054.00 $0.06 $31.39MM Chicago Ventures
Price Per Share
$0.06
Shares Outstanding
16,455,534
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Chicago Ventures

Company details

M1 Finance is a developer of a financial wellness app that aims to help people manage and grow their money with control and automation with no fee. With a mission to streamline everyday finance, the company features cash accounts and investment accounts such as brokerage, retirement, or crypto savings. M1 Finance was founded by Brian Barnes in 2015 and is headquartered in Chicago, IL.
Sector
Founded
2015
Headquarters
Chicago, IL, United States
Leadership
Brian Barnes
Founder, Chief Executive Officer & Board Member
Caleb Matheny
Chief Financial Officer
Bob Armour
Chief Marketing Officer
Michael Savino
Chief Of Staff
Steven Gall
Vice President, Engineering
Board
Dan Aherns
Board Member
Daniel Senft
Coatue Management
Harley Miller
Left Lane Capital
Ilan Shalit
Board Member
Kai Jian Chua
SoftBank Investment Advisers
Peter Johnson
Jump Capital

M1 Finance news and media highlights

M1 Finance reveals new credit card that allows consumers to earn bonus cash back with companies they own stock in

The card earns a solid cash-back reward tier rates of 2.5%, 5%, and 10% for M1 Plus members on eligible purchases and also gives 1.5% cash back on all other eligible purchases. The cash back earned can be automated to invest back into your portfolio, known as “Pies”. The pie you have set up for your portfolio can automatically take your earned cash back after each statement cycle, and allocate the funds accordingly 一 making the credit card earnings akin to passive long-term investing. Ben Reid, M1′s general manager of credit cards, echoed the ethos of M1 as an investment platform, rather than day trading. And that with its credit card, “you can get special perks for being an owner” of your favorite companies. Keep in mind that shareholding is no longer a requirement when it comes to earning top-tier rewards.

Investment startup M1 Finance raises $150M on unicorn valuation of $1.45B

Investment application startup M1 Finance LLC said today it has raised $150 million in a late-stage funding round to develop new products and features and enhance customer service. SoftBank Vision Fund 2 led the Series E round. Other investors included Coatue Management, Left Lane Capital, Jump Capital and Clocktower Technology Ventures. The funding was raised on a valuation of $1.45 billion, giving M1 Finance “unicorn” status for the first time. Founded in 2015, M1 Finance pitches itself as providing the “Finance Super App,” an app that helps people manage and grow their money with control and automation. The app offers a range of investment, banking and lending options on a no-fee basis.

M1 Finance raises $150M in SoftBank-led Series E, boosts valuation to $1.45B

Just over four months after announcing a $75 million Series D, M1 Finance today is announcing a new $150 million Series E round of funding led by SoftBank’s Vision Fund 2. The financing, which also included participation from existing backers, propels the Chicago-based fintech to unicorn status with a valuation of $1.45 billion. It also marks M1’s fourth funding round in just over a 13-month time frame, and brings its total raised since its mid-2015 inception to over $300 million. Previous investors include Coatue Management, Left Lane Capital, Jump Capital and Clocktower Technology Ventures, among others.

M1 Finance Announces $75M Series D To Lower Barriers To Financial Wellness

To scale access to its financial wellness portal, M1 Finance said it will expand the depth and breadth of its customer-driven product portfolio through a $75-million Series D funding round led by Coatue. The Series D follows a $45-million Series C and $33-million Series B in 2020. Previous investors Left Lane Capital and Clocktower Technology Ventures also participated in this round. In addition to surpassing $3.5 billion in client assets, M1 said new signups grow by a factor of three, while its app reached No. 10 in the App Store’s finance category.
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Other companies like M1 Finance in the Personal Finance sector

Sector: Fintech
Subsector: Personal Finance
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AcornsAcorns$4.29 -$0.16 (3.60%)$xx.xxSeries G-F$2.72B$17.48$180.91MM
AvenAven--$xx.xxSeries D-1$1.02B$25.31$135.52MM
BettermentBetterment--$xx.xxSeries F$1.28B$12.56$60MM
CleoCleo--$xx.xx--------
GreenlightGreenlight--$xx.xxSeries D$2.31B$60.50$260MM
Monarch MoneyMonarch Money--$xx.xxSeries B-1$850MM$24.63$74.81MM
RevolutRevolut$850.00 +$80.00 (10.39%)$xx.xxSeries E------
StashStash--$xx.xxSeries H-1$372.83MM$1.67$55.8MM
StoriStori--$xx.xxSeries C-3$1.32B$39.55$51.25MM
UpsideUpside--$xx.xxSeries D$1.5B$6.47$65MM

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Updated on: Aug 13, 2025

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