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Sunday, August 23, 2026The Morning Brief →Sign in
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MissionSquare Retirement

WASHINGTON, DC
CRD: 108783
In PWD coverage since August 17, 2026 · 2 stories
$6.3BRegulatory AUMSEC Form ADV · Aug 21
553EmployeesForm ADV
2Deals on our tracker
Deal recordFull tracker →
Aug 10, 26Fund launchApex Fintech Solutions · MissionSquare Wealth Management — coverage
Aug 10, 26Fund launchMissionSquare Wealth Management — coverage
PWD coverage
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MissionSquare's wealth push hands public-plan advisors a rollover rival

The plan provider behind $73.6 billion in public-sector assets is adding brokerage and robo accounts, competing for rollovers and household money.
plans · Aug 17MissionSquare expands from recordkeeping into participant wealth
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