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Mindful Money Logo
Mindful Money Growth Score
82
CB Rank
822733
Heat Score
61
Mindful Money provides financial planning and investment advisory services.
Acquired by
EP Wealth Advisors Logo
EP Wealth Advisors
Founded
obfuscation
Private Berkeley, California, United States1-10 mindful.money
Angel Investment
Finance
Financial Services
Overview

Mindful Money
Growth Score
82
Heat Score
61

Growth Score82
-6 pts
in past quarter
Heat Score 61
8 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
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About Mindful Money

CB Rank
822733
Mindful Money provides financial planning and investment advisory services.
Acquired by
EP Wealth Advisors Logo
EP Wealth Advisors
Founded
obfuscation
Private Berkeley, California, United States1-10 mindful.money
Angel Investment
Finance
Financial Services

Details

Sub-Organization of 
EP Wealth Advisors Logo
EP Wealth Advisors
Also Known As DeYoe Wealth Management, DWM
Operating Status Active
Company Type For Profit
Phone Number (510) 848-0012
Contact Email myteam@mindful.money
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

DIY Financial Plan
An online course that guides individuals through creating their own comprehensive financial plan.
Financial Education Courses
A series of structured financial education courses tailored to different life stages.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
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  • Preview private company insights and predictions
Financials

M&A Details

Mindful Money was acquired by EP Wealth Advisors on
obfuscation
.
Transaction Name 
Mindful Money acquired by EP Wealth Advisors Logo
Mindful Money acquired by EP Wealth Advisors
Acquired by 
EP Wealth Advisors Logo
EP Wealth Advisors
Announced Date 
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 6
News
Technology
View Tech Report

Monthly Web Visits

304

IT Spend

$169KThis year, Mindful Money is projected to spend $169K on IT, according to Aberdeen.

Active Website Tech Count

6Mindful Money is actively using 6 technologies for its website, according to BuiltWith. These include DNSSEC, Cloudflare Network Error Logging, and  CommonCrawl Top 5m.
Sub-Organizations
Frequently Asked Questions

Where is Mindful Money's headquarters? Mindful Money is located in Berkeley, California, United States.Who are Mindful Money's competitors? Alternatives and possible competitors to Mindful Money may include Timonier, Consilium Wealth Advisory, and  Moneesa.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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