Mission Wealth is a premiere wealth and investment management firm that manages over $4.8 billion in assets. The firm is headquartered in Santa Barbara, CA and has eighteen other offices located in California, Oregon, Washington, Arizona, Texas, Indiana, New York, Illinois, Utah and Colorado. Mission Wealth's service offerings include financial planning, investment management, estate planning, risk management, charitable giving, tax planning, retirement planning and inspired living.
Because we are independent and do not sell proprietary products, we can provide impartial financial advice to our clients. We are not just a money manager; we help clients manage their entire balance sheet. We keep track of loans and contact clients when rates drop to the point that they may benefit from a refinance. We track investment real estate and help analyze yields, taxes, risks, and capital appreciation potential for real estate portfolios. We update retirement projections yearly. We review Estate Documents to make sure that clients’ desires will be carried out. We talk to clients’ accountants to make sure the investments and taxes are integrated. Finally, we review clients’ insurance coverage and help make sure there is adequate coverage at the best possible price.
Clients are often surprised to learn that we perform all of these services for the same fee they are paying to their current advisor. Most of our clients are between the ages of 50-70, have a net worth between $3-60MM (with an investment minimum of $1MM), and come to us as the result of a wealth or windfall event.
Because we are independent and do not sell proprietary products, we can provide impartial financial advice to our clients. We are not just a money manager; we help clients manage their entire balance sheet. We keep track of loans and contact clients when rates drop to the point that they may benefit from a refinance. We track investment real estate and help analyze yields, taxes, risks, and capital appreciation potential for real estate portfolios. We update retirement projections yearly. We review Estate Documents to make sure that clients’ desires will be carried out. We talk to clients’ accountants to make sure the investments and taxes are integrated. Finally, we review clients’ insurance coverage and help make sure there is adequate coverage at the best possible price.
Clients are often surprised to learn that we perform all of these services for the same fee they are paying to their current advisor. Most of our clients are between the ages of 50-70, have a net worth between $3-60MM (with an investment minimum of $1MM), and come to us as the result of a wealth or windfall event.
Location: United States, California, Santa Barbara
Employees: 51-200
Founded date: 2000
Investors 1
| Date | Name | Website |
| 13.07.2025 | Great Hill... | greathillp... |
Mentions in press and media 14
| Date | Title | Description |
| 18.07.2026 | Feathery Secures $30 Million to Revolutionize Financial Services AI | Feathery, an advanced AI platform, secured $30 million in Series A funding. Portage Ventures spearheaded the investment. The capital will significantly expand its operating and decisioning system for financial services. Feathery streamlines... |
| 14.07.2026 | Feathery Closes Series A Funding; $30M in Total | Feathery, a San Francisco, CA-based provider of an AI operating and decisioning system for financial services, raised $30M in total funding, including its recently completed Series A. Backers included Portage Ventures, Index Ventures, Allst... |
| 14.07.2026 | Feathery Raises $30 Million In Series A To Scale AI Operating And Decisioning System For Financial Services | Feathery, the AI operating and decisioning system for financial services, announced that it has raised $30 million in total funding, including its recently completed Series A, from Portage Ventures, Index Ventures, Allstate Strategic Ventur... |
| 09.01.2026 | Matthew Adams: With $14 Billion in Assets, Mission Wealth Wants to Feel Small but Act Big | Click here to read the article This content was originally published by Barron’s Advisor on January 9, 2026, and is reposted here without edits for informational purposes. |
| 17.12.2025 | These are Americans’ 3 biggest financial regrets in 2025: ‘People are feeling trapped’ | Many Americans are looking back on 2025 with regrets about money. Nearly 40% of adults say their biggest financial regret from this year is not saving enough money, according to a new survey of over 1,000 U.S. adults by Intuit Credit Karma.... |
| 17.06.2025 | Mission Wealth Celebrates Inc.’s 2025 Best Workplaces Recognition | Mission Wealth is honored to be named one of Inc. magazine’s Best Workplaces for 2025, joining a select list of 514 companies nationwide that are redefining what it means to create a thriving, people-first culture. Our firm achieved an over... |
| 05.05.2025 | Mission Wealth: Strategic Investment Raised From Great Hill Partners | Mission Wealth (coinciding with its 25th anniversary) announced a minority investment from Great Hill Partners, a private equity firm that invests in high-growth companies. This partnership will advance Mission Wealth’s growth, enhance its ... |
| 03.05.2025 | The Rise of XR and Wealth Management: A New Era of Innovation | In the fast-paced world of technology and finance, two companies are making waves. ArborXR and Mission Wealth are not just adapting; they are thriving. Their recent moves signal a shift in how businesses leverage technology and investment t... |
| 02.05.2025 | Mission Wealth Receives Strategic Investment from Great Hill Partners | Mission Wealth, a Santa Barbara, CA-based wealth management firm, received an investment from Great Hill Partners. The amount of the deal was not disclosed. The company intends to use the funds to accelerate its organic growth, enhance its ... |
| 01.05.2025 | ArborXR Acquires InformXR | ArborXR, a Los Angeles, CA-based enterprise XR device management platform provider, acquired InformXR, an XR learning analytics platform provider. The amount of the deal was not disclosed. The transaction enables the launch of ArborXR’s XR ... |
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