When was Mission Wealth founded?

Mission Wealth was founded in 2000 and raised its 1st funding round 25 years after it was founded.

Where is Mission Wealth located?

Mission Wealth is headquartered in Santa Barbara, United States. It is registered at Za Pohořelcem 696 16900 Praha.

Who is the current CEO of Mission Wealth?

Seth Streeter and Matthew Adams s of Mission Wealth. Seth Streeter has also founded 1 company.

How many employees does Mission Wealth have?

As of May 31, 2026, the latest employee count at Mission Wealth is 213.

Is Mission Wealth a funded company?

Mission Wealth is a funded company, having raised a total of $***** in its 1st and only funding round, a PE round on May 01, 2025.

When was the latest funding round of Mission Wealth?

Mission Wealth's latest funding was a $***** PE round on May 01, 2025, with participation from 1 investor. Its primary sector is Asset Management. In United States, the Asset Management sector has seen $915M in funding in 2026 to date.

Where does Mission Wealth rank among its competitors?

Mission Wealth ranks 826th amongst 10736 active competitors, of which 280 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Mission Wealth, which secured an undisclosed amount in May, 2025.

Who are the top competitors of Mission Wealth?

Mission Wealth's top competitors include FIS, Fidelity Investments and S&P Global. Among them, Mission Wealth secured the most recent funding round in May, 2025.

Mission Wealth - 2026 Company Profile, Team, Funding & Competitors

Company Details

Website: missionwealth.com
Social
Phone Number: +1 **********
Registered Address: Za Pohořelcem 696 16900 Praha

Key Metrics

Founded Year

2000

Location

Santa Barbara, United States

Stage

Late Stage

Latest Funding Round

PE, May 01, 2025, $*****

Investors

Great Hill Partners

Ranked

826^th among 10736 active competitors

Employee Count

213 as on May 31, 2026

Investment & Acquisitions

Diversified Asset Management

Similar Companies

FIS & 33044 more

View Mission Wealth's full profile

Mission Wealth is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
MWM Accounting s.r.o. CIN: 03148483 , Czech Republic, Active	Jun 27, 2014	-	-

Mission Wealth has raised funding over 1 round. Its latest funding round was a PE round on May 01, 2025 for $*****. 1 investor participated in its latest round. Mission Wealth has 1 institutional investor.

Here is the list of recent funding rounds of Mission Wealth:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
May 01, 2025	1463918	PE	3051318	6991729	1569805	7537821

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View details of Mission Wealth's funding rounds and investors

The founders of Mission Wealth is Seth Streeter. Seth Streeter and Matthew Adams are the CEOs of Mission Wealth.

Here are the details of Mission Wealth's key team members:

Seth Streeter: Co-Founder & CEO of Mission Wealth.
Contact Info: 1 email address
Matthew Adams: CEO of Mission Wealth.
Contact Info: 1 email address

View details of Mission Wealth's Founder profiles and Board Members

Mission Wealth's employee count trend

Mission Wealth has 213 employees as of May 26. Here is Mission Wealth's employee count trend over the years:

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Top competitors of Mission Wealth include FIS, Fidelity Investments and S&P Global. Here is the list of Top 10 competitors of Mission Wealth, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	FIS 1968, Jacksonville (United States), Acquired	Provider of software suite for banks and financial institutions	-	HP, Actua & 10 others	81/100
2nd	Fidelity Investments 1946, Boston (United States), Series F	Provider of brokerage accounts, retirement planning, wealth management, and trading platforms	$4.71B	World Capital Holdings Group, Burman Family ... & 5 others	80/100
3rd	S&P Global 1917, New York City (United States), Public	Provider of essential intelligence and market analysis for global finance	-	Constellation Ventures, Temasek & 5 others	79/100
4th	Goldman Sachs 1869, New York City (United States), Public	Global financial services platform that delivers investment banking, markets, asset management, and wealth advisory solutions	-	Berkshire Hathaway, Bondeinvest.com & 3 others	77/100
5th	Investec 1974, London (United Kingdom), Acquired	Specialist bank and wealth manager serving private and institutional clients	-	RBS International, Randvest Capital & 1 others	77/100
6th	Morgan Stanley 1935, New York City (United States), Public	Provider of wealth management, investment banking, sales, trading, and research services	-	IFC Asset Management Company, Sagard & 2 others	75/100
7th	Vanguard 1976, Malvern (United States), Series B	Diversified investment management firm	$31.7M	Raymond James, World Capital Holdings Group ... & 5 others	74/100
8th	Blackstone 1985, New York City (United States), Public	Diversified investment management firm	-	First Generation Capital, Stroud Companies ... & 2 others	72/100
9th	JPMorgan Chase 2000, New York (United States), Public	Provider of financial services to consumers and corporations	-	equitywestsecurities.com, Alua Capital Management ... & 6 others	71/100
10th	TPG 1992, Fort Worth (United States), Public	Operator of investment platforms across multiple asset classes and strategies	-	-	71/100
826th	Mission Wealth 2000, Santa Barbara (United States), Late Stage	Diversified investment management firm	-	Great Hill Partners	39/100