Mission Wealth Management, LLC

Mission Wealth is a financial services firm focused on providing personalized wealth management and financial planning solutions for high-net-worth individuals and families. Mission Wealth provides comprehensive financial planning and wealth management services. Founded in 2000, the firm is based in Santa Barbara, US. It has completed a total of 1 deal, with the most recent deal occurring on May 1, 2025.

The company was founded by a team of experienced professionals in the financial services industry, emphasizing client-centered strategies for wealth management. Mission Wealth specializes in providing comprehensive financial planning and wealth management solutions aimed at high-net-worth individuals and families. Their core offerings include Family Office Solutions, Private Client Solutions, Integrated Wealth Solutions, and Emerging Wealth Solutions, which are designed to address the unique complexities of wealth management across generations. These services encompass investment management, tax and estate planning, asset protection, and charitable planning, ensuring a holistic approach to clients' financial well-being.

Targeting a diverse clientele, Mission Wealth serves professionals, business owners, retirees, independent women, and family offices primarily in the United States, with a focus on delivering tailored strategies that adapt to changing life circumstances and evolving financial goals. Mission Wealth generates revenue through a structured fee-based model that encompasses a variety of service offerings. Clients engage with the firm to receive personalized financial advice and management tailored to their specific needs, which can involve ongoing retainer fees for advisory services or performance-based fees associated with investment management. The firm’s revenue is driven by transactions involving comprehensive wealth management, tax minimization strategies, and estate planning services.

While specific pricing structures for individual services are not disclosed, the firm’s revenue model supports long-term partnerships with clients, ensuring that financial solutions are aligned with their growth and investment objectives. In May 2025, Great Hill Partners acquired a minority stake in Mission Wealth. The acquisition will enable the company to accelerate its organic growth, enhance its client service offering, and support its national expansion plans. Mission Wealth plans to introduce new products designed to enhance its financial solutions, although specific product details or release dates are currently not disclosed.

Furthermore, the firm is targeting expansion into additional markets across the United States to broaden its reach and client base.