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Company profile: M1

1.1 - Company Overview

M1 Logo

M1

Headquarter: United States
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of a personal finance platform offering a high-yield cash account (FDIC-insured up to $3.75M, no minimum balance or withdrawal limits), a high-yield savings account (FDIC-insured up to $5M via B2's insured deposit network), margin loans allowing borrowing against 50% of portfolio value, and a credit card with up to 10% cash back with rewards auto-reinvested.

Products and services

  • M1 High-Yield Savings Account: produces a high interest savings vehicle with FDIC-insured coverage up to $5 million via B2’s insured deposit network program for secure, interest-bearing cash holdings
  • M1 Margin Loans: architects a portfolio-backed lending facility enabling borrowing up to 50% of portfolio value at competitive rates without paperwork, unavailable for retirement and custodial accounts
  • Owner’s Rewards Card: constructs an auto-reinvestment-enabled credit card awarding up to 10% cash back on eligible purchases, with rewards automatically reinvested into the portfolio

Key contacts

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Financial details

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1.2 - Competitors and similar companies to M1

Semper Logo

Semper

HQ: United Kingdom Website
  • Description: Provider of recurring, end-to-end secondary transactions for teams of fast-growing startups.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Semper company profile →
Forward Logo

Forward

HQ: France Website
  • Description: Provider of consulting services specializing in asset management, wealth management, reporting, and risk monitoring.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Forward company profile →
Fortigent Logo

Fortigent

HQ: United States Website
  • Description: Provider of unspecified products and services; Fortigent, LLC was acquired by LPL Financial in 2012.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Fortigent company profile →
OSTTRA Logo

OSTTRA

HQ: United Kingdom Website
  • Description: Provider of post-trade solutions for global OTC and exchange-traded derivatives, offering trade processing for FX, interest rate derivatives, credit derivatives, and repo (notifications, limit checking, affirmations, matching, confirmations, lifecycle events), plus portfolio optimization, portfolio reconciliation, collateral management, risk mitigation and regulatory compliance.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full OSTTRA company profile →
Clarity AI Logo

Clarity AI

HQ: United States Website
  • Description: Provider of a sustainability technology platform using machine learning and big data to deliver environmental and social insights to investors and organizations. Offers a web app, APIs/widgets, and impact, risk, and climate modules for sustainability data, analysis, reporting, portfolio simulation, ESG risks, corporate controversies and exposure screens, SDG impact, carbon emissions, Net Zero alignment, and TCFD reporting.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Clarity AI company profile →
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2.M&A buyers

2.1 Potential strategic acquirers in the sector

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2.2 - Strategic buyer groups for M1

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Buyer group 1: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to M1

2.2 - Growth funds investing in similar companies to M1

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4 - Top valuation comps for M1

4.2 - Public trading comparable groups for M1

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4.3 - M&A Transactions similar to M1

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About M1

What does M1 do?

M1 is a provider of a personal finance platform offering a high-yield cash account (FDIC-insured up to $3.75M, no minimum balance or withdrawal limits), a high-yield savings account (FDIC-insured up to $5M via B2's insured deposit network), margin loans allowing borrowing against 50% of portfolio value, and a credit card with up to 10% cash back with rewards auto-reinvested.

Who are M1's competitors?

M1's competitors and similar companies include Semper, Forward, Fortigent, OSTTRA, and Clarity AI.

Where is M1 headquartered?

M1 is headquartered in United States.

How many employees does M1 have?

M1 has 1,000 employees 🔒.

When was M1 founded?

M1 was founded in 2010 🔒.

What sector and industry vertical is M1 in?

M1 is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for M1

Who are the top strategic acquirers in M1's sector and industry

Top strategic M&A buyers and acquirers in M1's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for M1?

Top strategic M&A buyers groups and sectors for M1 include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in M1's sector and industry vertical

Which are the top PE firms investing in M1's sector and industry vertical?

Top PE firms investing in M1's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in M1's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in M1's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in M1's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to M1 include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in M1's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for M1?

The key public trading comparables and valuation benchmarks for M1 include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for M1 for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for M1 with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in M1's sector and industry vertical?

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for M1 with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in M1's' sector and industry vertical?

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