Request Deal Involvement

Mission Wealth completed the merger with RightPath Investments & Financial Planning.

Identify your role

Select the side you represented in this transaction, and provide your current job title.

Principals

RIGHTPATH INVESTMENTS & FINANCIAL PLANNING INC

target

RIGHTPATH INVESTMENTS & FINANCIAL PLANNING INC

MISSION WEALTH MANAGEMENT LP

bidder

MISSION WEALTH MANAGEMENT LP

Principals or Service Provider not listed?Add missing Service Provider or Principal

Enter your Job Title on this deal

This title will appear on your profile next to this deal involvement.


To help us verify your involvement, please include links to any relevant publications that mention you or your company's role in this deal:

All rights reserved. Copyright © 2026 Datasite

MergerLinks - Request Credit - Mission Wealth completed the merger with RightPath Investments & Financial Planning.