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Ep Wealth Advisors® Acquires Northern California-Based Firm

RECENTLY ACQUIREDJan 04, 2022

Acquired Company

Natron Energy

CaliforniaManufacturingInformation TechnologyEnergySustainabilitySoftwarePayments

Description

EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment adviser (“RIA”) on a mission to provide clients with personalized advice through integrated financial planning, investment management, and tax and estate planning, announces its acquisition of Mindful Money. The acquisition of this Berkeley-based firm expands EP Wealth’s existing footprint in the San Francisco Bay area, becoming the 7th business to join the region since 2016.

Other recent acquisitions in Energy and Sustainability

Deals where the buyer or target shares a sector with this one, within 45 days, from Fundz verified event records.

Who to call at Natron Energy, and when

When Natron Energy changes hands, the new owners review vendors, systems and leadership. That is when the door opens.

  • An alert the day Natron Energy raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Natron Energy, from your own LinkedIn network

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Company Information

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This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.