Mission Wealth Management - Crunchbase Company Profile & Funding

Q: Who invested in Mission Wealth Management?

Mission Wealth Management is funded by Great Hill Partners.

Overview

Mission Wealth Management

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

Learn more.

Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

Lorem ipsum dolor sit amet, consectetur

Raised Funding Round

Jan 1, 1970

Lorem ipsum dolor sit amet, consectetur

+2 more milestones

See more interactive data and historical milestones on desktop for the best experience

About Mission Wealth Management

CB Rank

192310

Mission Wealth Management is an independent financial planning and investment management firm.

Founded

obfuscation

Private

Private Equity

Santa Barbara, California, United States

11-50

missionwealth.com

Financial Services

Insurance

Risk Management

Tax Consulting

Wealth Management

Funding Rounds

Private Equity

OBF

obfuscation

Key People

Brad Stark: Founder and Chief Compliance Officer
Matthew Adams: CEO and Managing Partner

Details

Operating Status

Active

Company Type

For Profit

About the Company

Mission Wealth Management is an independent financial planning and investment management firm. The company's services include Wealth Management, Financial Planning, Investment Management, Estate Planning, Risk Management, Tax Management, Socially Responsible Investing, and Redefining Wealth.

Phone Number

(805) 882-2360

Predictions & Insights

Growth Insight

See this Growth Insight

Mission Wealth Management is

Lorem

to be growing

Top Contributing Factors

Market Share Expansion

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Key Employee Changes

Products & Services

Wealth Management

Comprehensive financial planning and management services tailored to individuals, families, and organizations to help achieve financial goals.

Investment Management

Management of investment portfolios including alternative investments and customized portfolios to align with clients' financial objectives.

Unlock More with Crunchbase Pro

Full access to financial & funding data on unlimited profiles
Export up to 2k results/month for analysis
Track market signals on competitors, products, and R&D
Preview private company insights and predictions

Financials

Company Funding

Funding Rounds

Investors

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - Mission Wealth Management	1	obfuscated obfuscation	Great Hill Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Mission Wealth Management	1	obfuscated obfuscation	Great Hill Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Mission Wealth Management	1	obfuscated obfuscation	Great Hill Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Mission Wealth Management	1	obfuscated obfuscation	Great Hill Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Mission Wealth Management	1	obfuscated obfuscation	Great Hill Partners	Private Equity

Funding Rounds

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - Mission Wealth Management	1	obfuscated obfuscation	Great Hill Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Mission Wealth Management	1	obfuscated obfuscation	Great Hill Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Mission Wealth Management	1	obfuscated obfuscation	Great Hill Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Mission Wealth Management	1	obfuscated obfuscation	Great Hill Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Mission Wealth Management	1	obfuscated obfuscation	Great Hill Partners	Private Equity

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.

Investor Name	Lead Investor	Funding Round	Partners
Great Hill Partners	Yes	Private Equity Round - Mission Wealth Management	Matthew Vettel
Great Hill Partners	Yes	Private Equity Round - Mission Wealth Management	Matthew Vettel
Great Hill Partners	Yes	Private Equity Round - Mission Wealth Management	Matthew Vettel
Great Hill Partners	Yes	Private Equity Round - Mission Wealth Management	Matthew Vettel
Great Hill Partners	Yes	Private Equity Round - Mission Wealth Management	Matthew Vettel