Key facts
- Notable investors include Great Hill Partners.
- Status: Privately Held (backing).
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for Mission Wealth
- ·The full record, as it builds
Funding rounds
No funding rounds for Mission Wealth are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Mission Wealth
Operator of a wealth and investment management firm intended to serve retirees and pre-retirees, business professional, family offfices, nonprofits, independent womans, and more. The company offers a wide range of services such as financial planning, budget analysis and spending review, estate planning and trust management, asset protection, tax management, charitable planning and philanthrophy, and more.
- Sector
- Financial Services
- HQ
- Santa Barbara, CA, United States
- Founded
- 2000
- Employees
- 163
- Website
- missionwealth.com/
- Ownership
- Privately Held (backing)
Mission Wealth doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Mission Wealth shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Mission Wealth in its N-PORT filings yet. We sweep new filings monthly.