About Better Money Decisions
Better Money Decisions is a company based in Santa Fe (United States) founded in 2015 was acquired by EP Wealth Advisors in August 2025. It operates as a B2C. Better Money Decisions operates in a competitive market with competitors including The Tifin Group, Ascensus, Learnvest, Farther and Capitalize, among others.
- Headquarter Santa Fe, United States
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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- Investors
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Employee Count
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Acquired by
EP Wealth Advisors
(Aug 26, 2025)
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Funding Insights of Better Money Decisions
Detailed funding history for Better Money Decisions
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Investors in Better Money Decisions
Better Money Decisions has secured backing from 1 investor. Prominent investors backing the company include EP Wealth Advisors.
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Wealth management and financial advisory services are provided to clients.
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Investor details for Better Money Decisions
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Investments & Acquisitions by Better Money Decisions
Investment portfolio details for Better Money Decisions
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Financial Statements - Better Money Decisions
Detailed financials for Better Money Decisions
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Better Money Decisions Comparisons
Peer comparison for Better Money Decisions
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Competitors of Better Money Decisions
Better Money Decisions operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as The Tifin Group, Ascensus, Learnvest, Farther and Capitalize, among others.
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AI-enabled financial planning and advisory solutions are provided for individuals.
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Retirement, health, and college savings services are administered nationwide.
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Personal finance management and investment advise
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App-based financial planning and management platform for individuals
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Financial planning and advisory platform
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An app-based platform is provided for individual wealth management.
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Detailed competitors of Better Money Decisions
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Latest news on Better Money Decisions
Complete news archive for 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 Farther.
Better Money Decisions has 1 investor. Key investors include EP Wealth Advisors.