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MISSION WEALTH MANAGEMENT LP

HQ - Santa Barbara, CA

Summary

Mission Wealth is a wealth and investment management firm that provides holistic financial planning and investment services to high-net-worth individuals and families.

Deals Overview

Total Deals1

Valued Deals0

Total Value-

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Market Context

Senior Management

Matthew Adams
CEO and Managing Partner

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01 May 2025|United States|Diversified Financials

Target: MISSION WEALTH MANAGEMENT LP

Bidder: GREAT HILL PARTNERS LLC

6 Service Providers

2 Target | 4 Bidder

14 Dealmakers

1 Target | 13 Bidder

n/a

Value

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