Mission Wealth
Valuation
$146.1M
2025 Revenue
$48.7M
Funding
$0
Team
173
Founded
2000
How Mission Wealth grew Mission Wealth to $48.7M revenue with a 173 person team in 2025.
Mission Wealth is a nationally recognized RIA founded in 2000 that oversees over $4.8 Billion in client assets under management, offering holistic wealth management services to high-net-worth families throughout the United States.
Last updated
Mission Wealth Revenue
In 2025, Mission Wealth's revenue reached $48.7M. Since its launch in 2000, Mission Wealth has shown consistent revenue growth.
| Year | Milestone |
|---|---|
| 2025 | Mission Wealth Hit $48.7m revenue in September 2025 |
| 2000 | Launched with $0 revenue |
Mission Wealth Valuation, Funding Rounds
Mission Wealth's most recent disclosed valuation is $146.1M.
Mission Wealth is a bootstrapped SaaS startup. Founded in 2000, Mission Wealth has grown to $48.7M in revenue without raising any venture capital or outside funding.
As a self-funded SaaS company, Mission Wealth has built its business with no outside investment.
| Year | Round | Amount | Valuation | % Sold |
|---|
Mission Wealth Employees & Team Size
Mission Wealth employs approximately 173 people as of 2026.
Mission Wealth has 173 total employees in different roles and functions.
| Year | Milestone |
|---|---|
| 2025 | Reached 173 employees (September 2025) |
Customers
We do not have customer count information for Mission Wealth yet.
Frequently Asked Questions about Mission Wealth
What is Mission Wealth's revenue?
Mission Wealth generates $48.7M in revenue.
How much funding does Mission Wealth have?
Mission Wealth raised $0.
How many employees does Mission Wealth have?
Mission Wealth has 173 employees.
Where is Mission Wealth headquarters?
Mission Wealth is headquartered in Santa Barbara, California, United States.
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Source Attribution
Source: all data was collected from GetLatka company research and founder interviews. Revenue, funding, team, and customer figures are presented as company-reported or GetLatka-estimated metrics where the profile data identifies them that way.
Company data last updated .