Network·Venture Capital

M1 Finance

Unclaimed

📍 CHICAGO, IL

Venture Capitaltechnologyfinancial services
www.m1.com

SEC CRD #801-106511

About

Automated, long-term investing - M1 Skip to content Get started Sophisticated wealth building, simplified At M1, we think a balanced portfolio shouldn’t be taxing. Invest for the years ahead without stressing day-to-day. Get started 4.5 on Google Play store* Founded in 2015 1,000,000+ users $12B+ in client assets as of September 2025 4.7 on Apple App Store* 4.5 on Google Play store* Founded in 2015 1,000,000+ users $12B+ in client assets as of September 2025 4.7 on Apple App Store* 4.5 on Google Play store* Founded in 2015 1,000,000+ users $12B+ in client assets as of September 2025 4.7 on Apple App Store* How much are fees really costing you? High-cost holdings, management fees, and forgotten 401(k)s can erode your retirement growth. See the potential impact with M1’s new Compounding Cost Calculator. It’s free to use and only takes a few minutes. Try it now A money management hub in your pocket Invest Learn more Kick the busy work and automate your investing strategy. Earn Learn more Stay liquid while you earn 3.10% APY 1 on your uninvested cash. Borrow Learn more Borrow against your investment portfolio at 5.65%. 2 See M1 in action Your strategy meets M1’s intelligence Automated investing Put your strategy on cruise control You choose what you want to invest in, how much, and how often. Auto-invest handles the rest. 1 / 3 Dynamic rebalancing No napkin math M1 intelligently queues up trades based on the targets you set. Underweight holdings are bought first, giving you a mor

Key Contact

RT

RAYMI TODD

SENIOR COMPLIANCE MANAGER

📞 (312) 600-2883

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AUM

$1M

Location

CHICAGO, IL

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