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 client service offering, and support its national expansion plans. Mission Wealth remains independent and will be majority owned by its employees. Terms of the transaction were not disclosed.
Mission Wealth is a leading wealth management firm based in Santa Barbara, California, with 35+ offices across the United States. Launched in 2000, the firm provides comprehensive financial services, including financial planning, investment management, estate planning, tax planning, retirement planning, asset protection, charitable giving, and support for personal life goals.
Mission Wealth provides holistic wealth management services to…
