Brian founded M1 in 2015 after frustrations with the tools available to manage money. Under his leadership, M1 has developed into a comprehensive suite of wealth management products offering personalization and automation to the mass affluent. The company manages $10 billion on behalf of its clients and has raised more than $300 million in venture financing, most recently at a $1.5 billion valuation. In 2021, Brian purchased a small 120-year-old bank in rural Minnesota. B2 Bank maintains its existing business and has built up a digital arm with sophisticated infrastructure to support BaaS capabilities. In one year after the launch of BaaS, B2 has grown from $30 million to over $900 million in deposits managed.
Brian has experience building and operating regulated entities, with M1 being a FINRA-regulated self-clearing broker dealer and B2 being an OCC-regulated bank. He has built technology that safely and securely manages billions of dollars. He has developed a consumer application that has attracted hundreds of thousands of clients who entrust the companies with their life savings. He's a self-proclaimed finance geek who is eager to branch into the insurance space with Ledgebrook.
Brian is a game changer for Ledgebrook, bringing invaluable experience from his success scaling a fintech unicorn operating in a highly regulated environment. His mentorship is particularly valuable to Gage as a CEO navigating a similar journey.
Brian's deep expertise in strategy, fundraising, and change management will provide crucial guidance to the entire leadership team as we scale and evolve.
Explore our team page to uncover a wealth of expertise and diverse perspectives.
