Mission Wealth

📍 Santa Barbara, United States🗓 Founded 2000👥 163 employees💰 Last funded May 2025
Financial Services🌐 missionwealth.com
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Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States. Mission Wealth’s service offerings include financial planning, investment management, estate planning, asset protection, charitable giving, tax planning, retirement planning, and Inspired Living. Since 2000, Mission Wealth has offered holistic wealth management services to high-net-worth families throughout the United States. We specialize in helping people during major life events, and our visionary, service-oriented culture is focused on empowering our clients to lead more fulfilled lives.
3
Total investors
0
Early stage
0
Mid stage
0
Late stage
2000
Founded

Investors

3 investors
All
Early stage
Mid stage
Late stage
Investor geography1 country
United States
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Frequently asked questions
Who invested in Mission Wealth?
Mission Wealth has 3 investors on record on gritt.io.
When did Mission Wealth last raise funding?
The most recent investment in Mission Wealth recorded on gritt.io was in May 2025.
When was Mission Wealth founded?
Mission Wealth was founded in 2000.
What industry is Mission Wealth in?
Mission Wealth operates in Financial Services. Find similar Financial Services investors on gritt.io.
Where is Mission Wealth based?
Mission Wealth is headquartered in Santa Barbara, United States.