Family Office · Santa Barbara, CA, United States
Mission Wealth is a wealth management firm founded in 2000 and headquartered in Santa Barbara, California. The company provides comprehensive financial planning, investment management, and estate planning services to individuals, families, and businesses. Mission Wealth is known for its client-centric approach and fiduciary commitment, serving clients across the United States with a focus on personalized financial strategies and long-term wealth preservation.
Customer segments
Professionals, Business Owners, Tech Professionals, Employees (Google, Microsoft), Pre-Retirees & Retirees, Independent Women
Geography
US
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Mission Wealth deploys privately-held capital. Cycles are short, decisions concentrated, and structures flexible (equity, convertible, revenue-share). Less brand premium, more underwriting on substance. VC Boom tracks Mission Wealth alongside 47,000+ other active investors, ranked weekly by recent-deal momentum, sector concentration, and partner activity.
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