Company Overview
- Headquarters
- Berkeley CA
- Website
- mindful.money
- Employees
- 2
- Founded in
- 2001
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Mindful Money
Mindful Money is a small financial education company located in Berkeley, California. With four employees, the company generates $2.5 million in annual revenue. Mindful Money believes that financial planning is about more than just money, focusing on goals, futures, and personal growth. Their services cater to a wide range of clients. For those just starting their financial journey, Mindful Money offers digital financial literacy courses, DIY financial planning tools, and both virtual and live group coaching. For individuals nearing retirement or planning to sell their business, they offer wealth management services through Jonathan's page at EPwealth.com. What sets Mindful Money apart is its behavioral approach to personal finance. They prioritize goal-focused planning over market performance, offering a unique perspective in a results-driven world. Individuals interested in learning more about Mindful Money and its services can visit their website at mindful.money. Financial planning and investment advisory services are offered by EPWealth LLC, a Registered Investment Advisor.
Company Leadership
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| 3M |