Mission Wealth
Financial Services • 
Santa Barbara, California, United States • 101-200 Employees
Company overview
| Headquarters | 1111 Chapala St, Floor 3, Santa Barbara, California 93101, US |
| Phone number | +18058822360 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Risk Management, Tax Planning, Trust Management, Wealth Management, Divorce, Insurance, Financial Planning, Estate Planning, Retirement, Investment Management, Charitable Giving, Family Wealth Planning, Socially Responsible Investing, Philanthropic Planning, Independent Women, Concentrated Stock Strategies, Education Projections, Or Funds Received Through A Settlement, Or Inheritance), Retirement Projections & Planning, Windfall Planning (Sale Of A Home Or Business |
| Founded | 2000 |
| Employees | 101-200 |
| Socials |
Key Contacts at Mission Wealth
Mission Wealth Email Formats
Mission Wealth uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@missionwealth.com), used 84.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@missionwealth.com | 84.4% |
{last name}{last name} | doedoe@missionwealth.com | 8.6% |
{first name}{last name} | johndoe@missionwealth.com | 3.9% |
{f2}{last name} | {f2}doe@missionwealth.com | 1.6% |
About Mission Wealth
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.
Mission Wealth revenue & valuation
| Annual revenue | $111,000,000 |
| Revenue per employee | $610,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $355,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Mission Wealth has 138 employees across 10 departments.
Departments
Number of employees
Mission Wealth Tech Stack
Discover the technologies and tools that power Mission Wealth's digital infrastructure, from frameworks to analytics platforms.
Security
Form builders
Analytics
Miscellaneous
Video players
Caching
Analytics
Miscellaneous
JavaScript libraries
CDN
Marketing automation
JavaScript libraries
United Arab Emirates
Switzerland
Portugal
Frequently asked questions
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