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Mission Wealth - Company Overview, Founder, CEO, Funding & Investment Details

Complete information about Mission Wealth including founder details, CEO information, total funding raised, headquarters location, team size, and recent investment rounds.

Mission Wealth company logo

Your goals. Our mission. Celebrating 25 Years of Service.

Mission Wealth is a premier wealth and investment management firm providing comprehensive financial services including financial planning, investment management, and estate planning.

HeadquartersSanta Barbara, California, United States
Team size151-200
Founded2000

What is Mission Wealth? - Company Overview & Details

Mission Wealth is Mission Wealth is a premier wealth and investment management firm providing comprehensive financial services including financial planning, investment management, and estate planning. Founded in 2000, the company is headquartered in Santa Barbara, California, United States.

Who Founded Mission Wealth?

Mission Wealth was founded by Matthew Adams, Seth Streeter.

Who are the Key Executives at Mission Wealth? - Leadership Team

Mission Wealth is led by experienced executives in key positions:

Chief Executive Officer (CEO) of Mission Wealth

Matthew AdamsCEO

Chief Technology Officer (CTO) of Mission Wealth

Renee HennesseeCTO

About Matthew Adams - CEO of Mission Wealth

Matthew Adams serves as the Chief Executive Officer of Mission Wealth, leading the company's strategic vision and operations. Connect with them on LinkedIn for professional insights.

Mission Wealth Company Details & Key Information

Where is Mission Wealth located?

Mission Wealth is headquartered in Santa Barbara, California, United States.

How many employees does Mission Wealth have?

Mission Wealth has 151-200 employees.

When was Mission Wealth founded?

Mission Wealth was founded in 2000.

Mission Wealth Official Website

How much funding has Mission Wealth raised?

Mission Wealth has raised $10.6 Billion across 1 funding rounds. The most recent funding was completed on 2025-06-01.

Funding Overview

Mission Wealth recently received a strategic investment from Great Hill Partners to enhance client service offerings.

$10.6 Billion
Total Funding Raised
1
Funding Rounds
2025-06-01
Latest Round

Mission Wealth Funding History

Private equity
2025-06-01
$10.7 Million

Who are the key investors in Mission Wealth?

Mission Wealth is backed by 1 key investors including Great Hill Partners. These investors focus on Financial Services, Technology, Healthcare sectors.

Mission Wealth Investor Overview

1
Key Investors
3
Focus Areas
0
Notable Investments

Complete List of Mission Wealth Investors

Great Hill Partners

Private equity firm that invests in high-growth companies.

Investment Focus
Financial Services
Technology
Healthcare

What sectors do Mission Wealth investors focus on?

The investors backing Mission Wealth primarily focus on Financial Services, Technology, Healthcare sectors.

Financial Services
Technology
Healthcare

Featured Investor: Great Hill Partners

Great Hill Partners

Private equity firm that invests in high-growth companies.

Notable Investments:

What are Mission Wealth's future plans?

Mission Wealth Mission Wealth is focused on expanding its national footprint and enhancing its service offerings through technology and strategic partnerships.

Mission Wealth Strategic Outlook

Strategic Focus
Defined
1
Key Challenges
2
Growth Opportunities

What challenges does Mission Wealth face?

Mission Wealth has identified 1 key challenges that need to be addressed for continued growth and success.

Key Challenges for Mission Wealth

1

Expansion in a competitive market

What opportunities does Mission Wealth have?

Mission Wealth has identified 2 key opportunities for growth and market expansion.

Growth Opportunities for Mission Wealth

1

Growth through mergers and acquisitions

2

Enhancing technology for client services

Mission Wealth Strategic Position Summary

Key Focus Areas

Mission Wealth is addressing 1 strategic challenges to strengthen its market position.

Growth Potential

The company has identified 2 key opportunities for expansion and growth.

What are the latest news about Mission Wealth?

Mission Wealth has 2 recent news updates covering key business developments and market activities.

Mission Wealth News Overview

2
Recent Articles
Active
Media Coverage
2025-05-02
Latest Update

What is Mission Wealth in the news for?

Mission Wealth is currently featured in news for Mission Wealth LP hires Matthew Vettel as board of directors. and other significant business developments.

Recent News Articles About Mission Wealth

Article 1
2025-05-02

Mission Wealth LP hires Matthew Vettel as board of directors.

Mission Wealth scores a strategic investment from private equity firm Great Hill Partners.

fa-mag.com
Read News
Article 2
2025-05-01

Great Hill Partners, LP invested into Mission Wealth LP $10.7B in investment on May 1st '25.

Mission Wealth announces a strategic investment from Great Hill Partners in celebration of 25 years of excellence.

prnewswire.com
Read News

Mission Wealth FAQ - Frequently Asked Questions About Founder, CEO, Funding & Company Details

Find answers to the most common questions about Mission Wealth including information about founders, CEO, funding history, investors, headquarters location, and company details. 19 frequently asked questions covering key information about the company.

Mission Wealth Questions & Answers - Company Information

Q1

What is Mission Wealth?

Mission Wealth is a premier wealth and investment management firm providing comprehensive financial services including financial planning, investment management, and estate planning.

Q2

Who founded Mission Wealth?

Mission Wealth was founded by Matthew Adams, Seth Streeter.

Q3

Who is the CEO of Mission Wealth?

The CEO of Mission Wealth is Matthew Adams. You can find more information about them on their LinkedIn profile.

Q4

How much funding has Mission Wealth raised?

Mission Wealth has raised a total of $$10.6 Billion across 1 funding rounds. The most recent funding was completed on 2025-06-01.

Q5

Who are the investors in Mission Wealth?

Mission Wealth's key investors include Great Hill Partners.

Q6

Where is Mission Wealth headquartered?

Mission Wealth is headquartered in Santa Barbara, California, United States.

Q7

When was Mission Wealth founded?

Mission Wealth was founded in 2000.

Q8

How many employees does Mission Wealth have?

Mission Wealth has 151-200 employees.

Q9

What is Mission Wealth's official website?

You can visit Mission Wealth's official website at https://missionwealth.com.

Q10

What was Mission Wealth's latest funding round?

Mission Wealth's latest funding round was a Private equity round of $$10.7 Million completed on 2025-06-01.

Q11

Who is founder?

Matthew Adams

Q12

Who is cto?

Renee Hennessee

Q13

What does the company do?

Mission Wealth is a premier wealth and investment management firm offering comprehensive financial services.

Q14

How much funding?

$10.6 Billion

Q15

Latest funding date?

2025-06-01

Q16

Who are the investors?

Great Hill Partners

Q17

What are the challenges?

Expansion in a competitive market

Q18

What are the opportunities?

Growth through mergers and acquisitions Enhancing technology for client services

Q19

Latest news?

Mission Wealth scores a strategic investment from private equity firm Great Hill Partners. Mission Wealth announces a strategic investment from Great Hill Partners in celebration of 25 years of excellence.

More Information About Mission Wealth

For additional details about Mission Wealth, including the latest news, funding updates, and company developments, explore our comprehensive company database. Find information about startup funding, company valuations, executive leadership, and business intelligence data.