Smart money management. Make more, save more and invest for free. Have choice and control over how you build your wealth.     Member FINRA/SIPC

Information Technology

M1 Finance

M1 Finance's headquarters in Chicago, IL, United States

Brian Barnes

Hifza Khan

Steven Gall

Tealee Hinger

Liz Francis

Jessica Schnepf

Hanane Bouchareb

Caleb Matheny

This department focuses on designing, building, and maintaining software applications and systems.

Software Development

The Leadership Team at M1 Finance drives the strategic vision and operational excellence of the company, ensuring smart money management solutions that empower users to build wealth effectively. Comprising key executives including the Founder & CEO, CFO, CISO, and CTO, this team collaborates to innovate, safeguard financial data, and optimize business processes, all while fostering a culture of choice and control for members.

Leadership Team

This department focuses on ensuring client satisfaction and managing operational processes related to client investments and development.

Client Services

This department focuses on ensuring customer satisfaction and fostering strong client relationships.

Client Success

This department ensures adherence to laws and regulations related to financial practices and risk management.

Compliance Department

The Finance and Operations Team at M1 Finance is responsible for overseeing the company's financial strategy and operational efficiency. This team ensures seamless integration of investment, borrowing, and spending solutions, while optimizing financial processes and compliance. By leveraging data-driven insights, they support the mission of empowering users to manage their wealth effectively.

M1 Finance

Org chart

Teams

Software Development

Leadership Team

Client Services

Client Success

Compliance Department

Finance and Operations Team

Offices

M1 Finance

Org chart

Teams

Software Development

Leadership Team

Client Services

Client Success

Compliance Department

Finance and Operations Team

Offices

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