Tech Company Financing Transactions
Mission Wealth Funding Round
On 5/2/2025, Mission Wealth raised funding from Great Hill Partners.
Transaction Overview
Company Name
Announced On
5/2/2025
Transaction Type
Venture Equity
Amount
Unknown
Round
Undisclosed
Investors
Proceeds Purpose
The company intends to use the funds to accelerate its organic growth, enhance its client service offering, and support its national expansion plans.
Company Information
Company Status
Private & Independent
Industry
FinTech
Mailing Address
1111 Chapala Street, 3rd Floor
Santa Barbara, CA 93101
USA
Santa Barbara, CA 93101
USA
Phone
Website
Email Address
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
Management Team
Title
Name
Email & Social
Chief Executive Officer
Matthew Adams
Co-Founder
Brad Stark
Founder
Seth Streeter
President
Dannell Stuart
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We do our best to report on every notable VC transaction. VC investment data records reported here are sourced from news reports and company announcements. The data comes to us via our partnership with VentureDeal.com, an affiliated venture.
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