Mission Wealth
100%
Employees say this is a great place to work
Company Overview
About The Company
For 20 years, Mission Wealth has offered holistic wealth management to high net worth families across the United States. We are a trusted partner, keeping close watch over your financial landscape to bring you peace of mind.
COMPANY SIZE
44 U.S.-based Employees
(Small)
INDUSTRY
Financial Services & Insurance
HQ Location
Santa Barbara, CA, US
Employee Demographics
Generation
Tenure
Employee Experience
The employee feedback featured below was collected with the Great Place to Work® Trust Index™ survey
Learn More100% of employees at Mission Wealth say it is a great place to work compared to 59% of employees at a typical U.S.-based company.
Source: Great Place to Work® 2019 U.S. National Employee Engagement Study.
100%
Management makes its expectations clear.
100%
I can ask management any reasonable question and get a straight answer.
100%
Management is approachable, easy to talk with.
100%
Management is competent at running the business.
100%
Management hires people who fit in well here.
Why Employees Say This Is a Great Workplace
Company Photos
Event at the MXI museum in 2017
Team luau event 2018
Supporting CALM at Heart event in 2019
Mission Wealth team at an Annual Client Event 2019
Mission Wealth Team at the summer retreat in 2019
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