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Defined Financial Planning
ClosedOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 LowHeat score — how much recent activity & attention the company has (web traffic, news, hiring). Alameda, California, United States Founded 2016 1-10 employees For Profit
Defined Financial Planning builds custom retirement-focused financial packages for each client.
Defined Financial Planning was acquired by Mariner Wealth Advisors in 2025.
Total Funding
Available in Pro Last Funding
Available in Pro Acquisitions
1
Monthly Visits
Available in Pro Contacts
4
Company Details
Funding & Financials
Pro- Total funding
- Funding rounds
- Last funding
- Last funding type
- Last funding date
- Funding status
- Total equity funding
- Revenue range
IPO & Stock
- IPO status
- Private
Web Traffic
Pro- Monthly visits
- Global traffic rank
- 6-mo avg visits
- Visit duration (s)
- Pages / visit
- Bounce rate
- Rank change (mo)
Technology & IP
- Active technologies
- 11
Company Info
- Founded
- 2016
- Employees
- 1-10
- Operating status
- Closed
- Company type
- For Profit
- Org types
- company
- News articles
- 1
- HQ
- Alameda, California, United States
- Region
- San Francisco Bay Area, West Coast, Western US
- Exit date
- Nov 4, 2025
Signals & Scores
- Heat score
- Low
- Trend (7d)
- 1.5
- Trend (30d)
- -0.2
- Trend (90d)
- 0.2
Acquisitions by Defined Financial Planning
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4
professional contacts at Defined Financial Planning
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