Taking Stock

For the modern investor.

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A smart investor’s guide to systems thinking

Systems thinking champions are everywhere. They include brilliant consultants, TED speakers, AI pioneers, and public policy leaders. And no wonder: Systems thinking is consistent and simple. It uses feedback and new learnings […]

$2 billion

A $2 billion announcement

A few years ago, we began our journey to building The Finance Super App. We had $0 on our platform, a small team, and big goals.  Thanks to you, we grew quickly. […]

Apple, Tesla, and Stock Splits on M1

What is a stock split? A stock split is a change in the number of shares that are outstanding. It’s a decision typically made by a company’s board of directors. Recently, companies […]

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Why investors need to K.I.S.S more

For those who want to fly high, fast and far as investors, it’s hard to imagine a better inspiration than Kelly Johnson.   He produced the first fighter jet capable of Mach 2 […]

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Coming soon: not your typical finance newsletter

Greetings from our home offices! Welcome to the not-quite-first-edition-as-a-blog of “The Investor’s Mindset,” a monthly newsletter we’re launching to share new ideas, thoughts, and perspectives to help you become a smarter investor.   […]

We raised $33 million!

Today, we are grateful to announce a $33 million Series B funding. This financing means more opportunities to fulfill our mission: to empower you to improve your financial well-being.

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Brokerage products and services offered by M1 Finance LLC, an SEC registered broker-dealer and Member  FINRA /  SIPC.

Brokerage products are: Not FDIC Insured • No Bank Guarantee • May Lose Value

All investing involves risk, including the risk of losing the money you invest, and past performance does not guarantee future performance. Borrowing on margin can add to these risks, and you should  learn more  before borrowing. Nothing in this informational site is an offer, solicitation of an offer, or advice to buy or sell any security and you are encouraged to consult your personal investment, legal, and tax advisors.

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M1 Spend checking accounts furnished by Lincoln Savings Bank, Member FDIC. M1 VisaTM Debit Card is issued by Lincoln Savings Bank, Member FDIC.

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