MissionSquare has launched a new personal wealth management offering, expanding beyond its traditional retirement focus with brokerage, digital advisory and planning services available to individuals and families. The firm manages and administers more than $73.6 billion in assets as of June 30, 2026.
The expansion is designed to give customers access to a broader range of financial services as their needs move beyond employer-sponsored retirement plans.
MissionSquare cited industry research showing that 47% of individuals prefer a “one-stop shop” for wealth management and adjacent financial needs.
The new offering includes the MissionSquare Brokerage Account, which supports individual retirement accounts and taxable investment accounts.
MissionSquare is also launching MissionSquare Digital Adviser, a robo-adviser for IRAs and taxable nonqualified accounts.
MissionSquare Investments will construct investment strategies within Digital Adviser using investment products from outside asset managers, with allocations aligned to each user’s objectives, financial portfolio and risk tolerance.
The company has appointed Shannon Hogendorn, head of wealth management, as president of its rebranded broker-dealer subsidiary, MissionSquare Wealth Management.
MissionSquare is also expanding its team as it builds capabilities across retirement and personal wealth management.
MissionSquare Wealth Management is working with Apex Fintech Solutions to use the Ascend Investor platform for self-directed and robo-investing.
Apex Clearing Corporation will provide underlying infrastructure for trade execution and asset custody.
MissionSquare plans additional enhancements during 2026 and beyond, including high-yield savings accounts and expanded IRA capabilities.
KEY QUOTES:
“We recognize that individuals today want more than retirement guidance; they want a trusted partner who can simplify their full financial lives. By expanding our solutions with a new personal wealth management offering, we’re delivering on that expectation with modern, convenient tools and personalized support that can help individuals and families move confidently toward their goals.”
Andre Robinson, CEO Of MissionSquare
“Expanding our core planning services to include personal wealth management solutions reflects our commitment to meeting customers where they are in their financial journeys. We are building a platform that offers choice, flexibility, and trusted guidance, allowing individuals and their families to take control of their financial futures with confidence.”
Shannon Hogendorn, President Of MissionSquare Wealth Management
