Funded Tech Companies
Mission Wealth
Headquartered in Santa Barbara, Mission Wealth has funding from Great Hill Partners.
Company Overview
Company Name
Mission Wealth
Company Status
Private & Independent
Industry
Funding Rounds
Total Funding
Contact Information
Mailing Address
1111 Chapala Street, 3rd Floor
Santa Barbara, CA 93101
USA
Santa Barbara, CA 93101
USA
Phone
Website
Email Address
Company Background Information
Overview
Mission Wealth is a nationally recognized Registered Investment Advisor (RIA) founded in 2000. The firm offers holistic wealth management services, including financial planning, investment management, tax strategies, estate planning coordination, philanthropic advice, and risk management solutions. As of April 2025, Mission Wealth manages over $7.0 billion in assets for more than 2,945 clients across the United States.
Profile
Social Media
Company News
Facebook
YouTube
Last Transaction
5/2/2025
Financing History
Date
Type
Amount
Management Team
Title
Name
Email & Social
Chief Executive Officer
Matthew Adams
Co-Founder
Brad Stark
Founder
Seth Streeter
President
Dannell Stuart
Company Investors
- Great Hill Partners
Browse more funded tech companies:
Mission Therapeutics | Mission Zero Technologies
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