About Better Money Decisions
Better Money Decisions is a Financial Services company based in Santa Fe (United States) founded in 2015, and was acquired by EP Wealth Advisors in August 2025. An online platform for wealth management and financial planning for individuals and families. It operates on a B2C model. Its focus areas include Wealth Management, Financial Planning and Online Platforms. Its competitors include The Tifin Group, Ascensus and Learnvest; 2 of its 3 listed competitors have raised funding.
Company details
Better Money Decisions operates with a B2C model, focusing on offering financial products and advice, managing wealth portfolios, providing financial planning, and online platforms. An online platform for wealth management and financial planning for individuals and families. It emphasizes efficiency, client-focused solutions, and growth, fostering partnerships and innovation in its operations.
- Headquarters Santa Fe, United States
- Stage Acquired
- SectorsFinancial Services
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- Phone•••• ••••
- Website bettermoneydecisions.com
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- Acquired by EP Wealth Advisors (Aug 2025)
- Investors
- Acquired byEP Wealth Advisors
(Aug 2025)
Investors in Better Money Decisions
Better Money Decisions has secured backing from 1 investor. Prominent investors backing the company include EP Wealth Advisors.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management and financial advisory services are provided to clients. | 2007 | epwealth.com | Lafayette, United States |
Investor details for Better Money Decisions
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Timeline of Better Money Decisions
2 dated milestones of Better Money Decisions across 10 years, from founding to its latest funding, stage changes and deals.
- Founded Better Money Decisions is founded.
- Exit Acquired by EP Wealth Advisors.
Competitors of Better Money Decisions
Better Money Decisions has 3 listed competitors in our database, 2 of them funded. They include The Tifin Group, Ascensus and Learnvest.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| tifin.com | 2018 | New York, United States | $219.01M | AI-enabled financial planning and advisory solutions are provided for individuals. | ||
| ascensus.com | 1980 | Dresher, United States | 5,112 | Retirement, health, and college savings services are administered nationwide. | ||
| learnvest.com | 2009 | New York, United States | $85.75M | 148 | Personal finance management and investment advise |
Detailed competitors of Better Money Decisions
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Top companies in Banking & FinTech Platforms
3 companies that operate in the same segment as Better Money Decisions (Banking & FinTech Platforms) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Online business banking and financial workflow tools are provided. | 2010 | San Francisco, California, United States | USD 546 M | USD 2.71 M | 1,807 | |
Digital banking services are offered to individuals via mobile apps. | 2012 | San Francisco, California, United States | USD 3.15 B | USD 1.96 B | 2,516 | |
Digital sustainable banking services are offered to consumers. | 2013 | Los Angeles, California, United States | USD 865 M | 237 |
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Related news about Better Money Decisions
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Frequently Asked Questions about Better Money Decisions
Better Money Decisions was founded in 2015.
Better Money Decisions is headquartered in Santa Fe, United States. It is registered at Santa Fe, New Mexico, United States.
Better Money Decisions operates with a B2C model, focusing on offering financial products and advice, managing wealth portfolios, providing financial planning, and online platforms. An online platform for wealth management and financial planning for individuals and families. It emphasizes efficiency, client-focused solutions, and growth, fostering partnerships and innovation in its operations.
Better Money Decisions's top competitors include The Tifin Group, Ascensus and Learnvest.
Better Money Decisions has 1 investor. Key investors include EP Wealth Advisors.
Yes. Better Money Decisions was acquired by EP Wealth Advisors in August 2025.