Mindful Money - Ownership and Business Overview

Financial ServicesCompany

Mindful Money Ownership

Who owns Mindful Money?

Mindful Money is owned by EP Wealth Advisors. It was acquired on January 4, 2022.

Mindful Money Business Overview

Where is Mindful Money headquartered?

Mindful Money is headquartered in Berkeley, California.

What sector is Mindful Money in?

Mindful Money is a financial services company.

When was Mindful Money founded?

Mindful Money was founded in 2001.

Financial Services M&A Summary in 2022

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2022. The largest financial services acquisition in 2022 was Kensington Mortgage - which was acquired by Barclays Bank UK for $3.5B.

Join Mergr to view all 228 acquisitions of financial services companies in 2022, including 25 acquisitions by private equity firms, and 203 by strategics.

Mindful Money

Mindful Money

2150 Shattuck Avenue, Suite 700,
Berkeley, California 94704
United States,
(510) 848-0012
www.mindful.money

Mindful Money is an independent financial advice and unparalleled customer service in a warm, welcoming, and client-centered environment. The firm specializes in life planning, client education, and financial planning. Mindful Money was founded in 2001 and is based in Berkeley, California.


Company Summary

SECTOR

Financial Services

Established

2001

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