Mission Wealth Named to 2016 Inc. 5000 List

Share Article

Ranking honors fastest-growing companies in America

News Image
We are especially grateful to our clients and our community for being instrumental in our growth and therefore paving the way for us to reach families nationwide.

Mission Wealth is pleased to announce that it has been named to the 2016 Inc. 5000 list. The prestigious list that ranks the fastest-growing private companies in America was unveiled in the September issue released August 16.

Mission Wealth, which manages over $1.3 billion and serves over 755 client families, is ranked #3094 overall and #147 within the financial services industry. The firm’s growth over the 2013 to 2015 period is 110 percent.    

“We are especially grateful to our clients and our community for being instrumental in our growth and therefore paving the way for us to reach families nationwide,” said Mission Wealth CEO Seth Streeter.

This is the 35th annual Inc. 5000 listing. Complete results of the Inc. 5000 can be found at http://www.inc.com/inc5000.

Mission Wealth is not the only Central Coast-based company on the list. The firm is joined by HG Data Company, Fig Mountain Brewing Company, Invoca, BigSpeak Speakers Bureau, Data Hardware Depot, Pensionmark Retirement Group and Hardy Diagnostics.

“Santa Barbara continues to incubate and grow thriving companies across multiple industries,” Streeter continued. “While Mission Wealth is expanding our footprint nationally, our cultural base remains rooted in Santa Barbara where we are headquartered.”

The 2016 Inc. 5000 list is ranked according to percentage revenue growth when comparing 2012 to 2015. To qualify, companies must have been founded and generating revenue by March 31, 2012, and be U.S.-based, privately held, for profit, and independent – not subsidiaries or divisions of other companies – as of December 31, 2015. The minimum required 2012 revenue is $100,000; the minimum for 2015 is $2 million.

About Mission Wealth

Mission Wealth’s vision is to provide caring advice that empowers families to pursue their financial dreams. The founders saw a demand for something different from what other financial services firms were providing. Thus, Mission Wealth was established on the principles of objective advice, proactive financial planning, and coordination with other professional advisers, including accountants and attorneys.

Mission Wealth does not sell any internal products; therefore, the recommendations they make are solely in the client’s best interest. Their holistic and comprehensive planning process helps clients achieve their goals and enjoy greater peace of mind. For more information on Mission Wealth, please visit http://www.missionwealth.com.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Marcie Lund
Mission Wealth
+1 (805) 690-3878
Email >
@MissionWealth
Follow >
Mission Wealth
Like >
Visit website