WEATHER »

PRESS RELEASE / ANNOUNCEMENTS Monday, August 24, 2015

Mission Wealth Named to the 2015 Inc. 5000 List

Mission Wealth Named to the 2015 Inc. 5000 List

August 19, 2015 – SANTA BARABARA, Calif. – Mission Wealth is pleased to announce that it has been named to the 2015 Inc. 5000 list, which was unveiled on August 12 and ranks the fastest-growing private companies in America.

Mission Wealth is ranked 148 within the financial services industry.

This is the 34th annual Inc. 5000 listing, and Inc.com touts that this year’s rankings include the most competitive crop of companies in the list’s history. The 2015 Inc. 5000’s aggregate revenue is $205 billion, generating 647,000 jobs over the past three years. Complete results of the Inc. 5000 can be found at www.inc.com/inc5000.

Mission Wealth is not the only Santa Barbara-based company on this prestigious list. They are joined by Impact Radius, TrackR, Figueroa Mountain Brewing Company, Invoca, Data Hardware Depot, BioIQ, ONTRAPORT, BigSpeak Speaker’s Bureau, and ByWater Solutions.

Mission Wealth’s CEO Seth Streeter states that “it’s great to be among a group of elite local companies who are helping to put Santa Barbara on the map as a thriving entrepreneurial hub. While Mission Wealth now services hundreds of families from six locations, our growth approach is simple: provide clients with proactive and caring advice that is always focused on their best interests.”

The 2015 Inc. 5000 list is ranked according to percentage revenue growth when comparing 2011 to 2014. To qualify, companies must have been founded and generating revenue by March 31, 2011.

About Mission Wealth

Mission Wealth’s vision is to empower affluent 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 interests. Their holistic and comprehensive planning process helps clients achieve their goals and enjoy greater peace of mind. Mission Wealth manages over $1.2 billion in assets for over 675 families nationwide. For more information on Mission Wealth, please visit www.missionwealth.com.

Contact

Contact: Marcie Lund
Direct Line: (805) 690-3878

event calendar sponsored by:
Recent Comments