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

WASHINGTON, DC
CRD: 23189
In PWD coverage since August 17, 2026 · 5 stories
Regulatory AUMSEC Form ADV · Aug 21
208EmployeesForm ADV
3Deals on our tracker
1Moves on the wire · 12 months
Talent flow · 12 monthsOn the wire →
Shannon Hogendorn
Aug 10 · exec change
Deal recordFull tracker →
Aug 10, 26Fund launchApex Fintech Solutions · MissionSquare Retirement — coverage
Aug 10, 26Fund launch — coverage
Aug 10, 26Fund launchMissionSquare Retirement — coverage
PWD coverage
practice

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 18Stone Point and Genstar take equal stakes in Ascensus
plans · Aug 18MissionSquare moves into wealth management, putting advice beside retirement
investments · Aug 17Advisers to nearly double private assets as DC plans stall
plans · Aug 17MissionSquare expands from recordkeeping into participant wealth
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