Mission Wealth Celebrates 25 Years with Strategic Investment from Great Hill Partners
Mission Wealth, a comprehensive wealth management firm based in Santa Barbara, California, has recently announced a significant development as it celebrates its 25th anniversary. The firm is welcoming a minority investment from Great Hill Partners, a private equity firm renowned for investing in high-growth companies. This collaboration is poised to enhance Mission Wealth's service offerings and accelerate its national expansion plans.
Founded in 2000, Mission Wealth provides a wide range of financial services, including financial planning, investment management, estate and tax planning, retirement strategies, and charitable giving. With over 35 offices across the United States, the firm caters to more than 4,100 high-net-worth clients. Mission Wealth prides itself on providing tailored guidance through major life events while focusing on helping clients live fulfilling lives.
Matthew Adams, CEO of Mission Wealth, expressed his excitement about the new partnership, stating, "As we celebrate our silver anniversary, we are thrilled to welcome Great Hill as a key partner in our mission to help our clients realize true wealth. This collaboration provides us with important resources and intellectual capital, enabling us to serve clients in innovative ways. It will also support our organic growth initiatives and strengthen our technology offerings."
The investment from Great Hill Partners is expected to play a crucial role in reinforcing Mission Wealth's unique business model and culture. This partnership will not only foster internal growth but will also provide the firm's advisors and clients with enhanced services and support through a robust platform.
Great Hill Partners, founded in 1998, has a history of investing in high-growth companies from various sectors, including software, financial services, healthcare, and consumer technologies. Matthew Vettel, Managing Director at Great Hill, reiterated the firm's enthusiasm about collaborating with Mission Wealth, praising its strong leadership team and innovative culture. He noted, "Mission Wealth is recognized as a leader in wealth management, dedicated to delivering exceptional client service and fostering innovation, which has been instrumental to their sustained growth. Our goal is to assist them in expanding both organically and through strategic mergers, while sustaining their legacy of excellence."
As part of this transition, Matthew Vettel will join the Board of Directors at Mission Wealth, signifying a deeper integration between the two firms. The partnership aligns with Great Hill's commitment to establishing long-term relationships with entrepreneurs to enable scaling operations.
This development stands out in the wealth management industry as Mission Wealth continues its trajectory of excellence and growth, staying true to its mission of delivering quality and comprehensive financial advisory services to its clientele. The firm has been recognized for its holistic approach, employing a world-class technology infrastructure to support tailored financial strategies, aiming to meet the specific goals of each client.
With more than $10.7 billion in assets under management, Mission Wealth is set to leverage this new investment into further enhancing its robust service model. The firm remains dedicated to its ethos of continuous improvement, ensuring that it remains a competitive player in the rapidly evolving financial market landscape. As it embarks on this new chapter of growth marked by a strategic alliance with Great Hill Partners, Mission Wealth is committed to helping clients navigate their financial journeys with greater ease and sophistication. Overall, this marks an exciting milestone not just for Mission Wealth, but also for its clients and the financial services industry at large.
Founded in 2000, Mission Wealth provides a wide range of financial services, including financial planning, investment management, estate and tax planning, retirement strategies, and charitable giving. With over 35 offices across the United States, the firm caters to more than 4,100 high-net-worth clients. Mission Wealth prides itself on providing tailored guidance through major life events while focusing on helping clients live fulfilling lives.
Matthew Adams, CEO of Mission Wealth, expressed his excitement about the new partnership, stating, "As we celebrate our silver anniversary, we are thrilled to welcome Great Hill as a key partner in our mission to help our clients realize true wealth. This collaboration provides us with important resources and intellectual capital, enabling us to serve clients in innovative ways. It will also support our organic growth initiatives and strengthen our technology offerings."
The investment from Great Hill Partners is expected to play a crucial role in reinforcing Mission Wealth's unique business model and culture. This partnership will not only foster internal growth but will also provide the firm's advisors and clients with enhanced services and support through a robust platform.
Great Hill Partners, founded in 1998, has a history of investing in high-growth companies from various sectors, including software, financial services, healthcare, and consumer technologies. Matthew Vettel, Managing Director at Great Hill, reiterated the firm's enthusiasm about collaborating with Mission Wealth, praising its strong leadership team and innovative culture. He noted, "Mission Wealth is recognized as a leader in wealth management, dedicated to delivering exceptional client service and fostering innovation, which has been instrumental to their sustained growth. Our goal is to assist them in expanding both organically and through strategic mergers, while sustaining their legacy of excellence."
As part of this transition, Matthew Vettel will join the Board of Directors at Mission Wealth, signifying a deeper integration between the two firms. The partnership aligns with Great Hill's commitment to establishing long-term relationships with entrepreneurs to enable scaling operations.
This development stands out in the wealth management industry as Mission Wealth continues its trajectory of excellence and growth, staying true to its mission of delivering quality and comprehensive financial advisory services to its clientele. The firm has been recognized for its holistic approach, employing a world-class technology infrastructure to support tailored financial strategies, aiming to meet the specific goals of each client.
With more than $10.7 billion in assets under management, Mission Wealth is set to leverage this new investment into further enhancing its robust service model. The firm remains dedicated to its ethos of continuous improvement, ensuring that it remains a competitive player in the rapidly evolving financial market landscape. As it embarks on this new chapter of growth marked by a strategic alliance with Great Hill Partners, Mission Wealth is committed to helping clients navigate their financial journeys with greater ease and sophistication. Overall, this marks an exciting milestone not just for Mission Wealth, but also for its clients and the financial services industry at large.
Topics Financial Services & Investing）
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